Floify 104: Custom Fields, Custom Layouts, and Business Rules

Floify 103: Pre-Approval Letters and Realtor Partners

Floify 102: Template Documents and Application Settings

Floify 101 Training

Informative Research (IR) Verification Waterfall

DocuSign Templates

Desktop Underwriter Workflow

Desktop Underwriter Setup

Navigational Overview

Get Your Borrower Into Floify Via Your Borrower Links

How to Add a New Prospect and Delay Borrower Access

Send Your Borrower a Partially Filled Out Application

Borrower Filling Out the Application

Enabling Borrower SSO

How to Add Custom Questions to Your Application

How to Filter Through Prospects

Logging In and Applying with SSO

Navigate to the Company Dashboard

How to Archive a Loan Flow

Borrower Help Uploading Documents

How to Delete a Prospect

Reassign a Prospect

AccountChek

Closing Accelerator and Customer Capture: Closed Focus Group

Unique Strategies to Grow Your Mortgage Business In Any Market Environment

Tips & Tricks, Part 15: Reporting & Analytics

Tips & Tricks, Part 14: Customizing Landing Pages

Tips & Tricks, Part 13: Easily Uploading XML Files in Floify

Tips & Tricks, Part 12: Testing the Borrower's Application Experience

Tips & Tricks, Part 11: Bulk Actions and Milestone Sets