5 Ways to Maximize and Customize Your Floify Account

Now that you’ve taken the step to integrate Floify’s mortgage software in your process, make sure that you take advantage of all the available options to maximize the return on your investment. Floify excels in its ability to customize and tailor to the style of a loan originator and their team. Certain customizations help maintain the personal feel of the mortgage experience, while others have a tangible effect on business relationships.

1. Add a team photo or image to customize your portal login page

When your clients head to their borrower portal to upload documents or check on the status of their loan, they will first navigate to your portal landing page to sign-in. You can customize this page by adding an 800 pixel wide, 400 KB in size, image to brighten it up.

This is a great opportunity to display a picture of your loan team or another image that represents your business. In addition, it adds a personal touch, letting clients know they are working with the right people.

This article from our help center will show you how to configure an image for your landing page.

2. Fine-tune your deadline reminder

In an ideal world, originators will request the necessary documentation from borrowers, and the borrowers will turn around and submit the documentation promptly. Unfortunately, more often than not, borrowers need a gentle nudge or two in order to speed up the process.

Floify’s deadline reminder is an automated message sent to your borrowers. This message lets them know that there are still outstanding document requests in their borrower portal. The deadline reminder is one of the most configurable automated notifications in the system, with options to customize: the length of the deadline, the time of day the deadline reminder sends, or you can disable the automation all together and send these notices on-demand. As with all Floify notifications, you can configure the associated email template to your liking. This includes the ability to list the outstanding documents in the email.

Overall, it’s vital to configure deadline reminders to deliver the correct prompts at the best time for your borrowers. This will help you get important documents back from them in record time.

3. Set your milestones to mirror your workflow

Borrowers and referral partners love Floify’s mortgage milestone feature because of its simple updates. Those involved are always in the loop about the status of the loan. In just a couple of clicks, you can send out a notification to all loan stakeholders, letting them know that an important step in the mortgage process is complete. Out of the box, Floify comes with 14 pre-configured milestones and templates. Each of these are designed to follow a general origination workflow.

Editing the milestones and their associated email/text notification templates to mirror your workflow is a great way to maximize this popular feature and ensure that there is no confusion as to exactly where a loan stands. Floify customers have been getting creative with their milestone templates and embed videos and other media to make it a more pleasant experience for borrowers and partners.

Check out this quick help article that will show you how to get to your milestone settings.

4. Build out your quick packs

One of the most high-impact methods to save time using Floify is to cover all loan bases with quick packs. Of course, there will be loans that don’t fit in a standardized template and require one-off document requests. However, if you build quick packs to encompass all of the traditional loan scenarios (and their variations) you encounter, it will be much more efficient to start loan flows with the appropriate documentation requests.

Before embarking on a mission to overhaul your quick packs, first, take stock of what doc requests are already in your template docs. Any request you would like to use to create or edit quick packs must first be stored in your template documents.

Here’s a helpful article that will show you how to manage your quick packs.

5. Auto-convert loan applications to loan flows

If you are a Floify Business customer using the customizable 1003 feature, you also have the option to take advantage of an advanced automation feature that will automatically start a loan flow for a prospect when they submit your loan application. The new loan flow utilizes document requests that you’ve configured in the base quick pack in order to get the prospect up and running.

Using this automation feature gives originators the power to gather a basic set of information and docs from a prospect that can greatly speed up the beginning of the mortgage process and allows for painless qualification of prospects.


Not yet using Floify to maximize your efficiency? Give it a try today!.