Get Your Copy! Floify Releases 2016 Loan Officer Recruitment and Retention Study

Streamline Your Mortgage Office

New stuff! Deadline notice timing, and edit doc name/description!

As you probably know, we’re SUPER BUSY launching our automated asset verification feature, but in the meantime we’ve got some new usability improvements to show off. We’ve added more customization to some of the core functions of Floify, like adjusting the timing of the deadline notice.

deadline notice reminder

Edit document name and description

Sometimes, when a borrower uploads a document, they may not give the best or most accurate name and description for the doc. On other occasions, a document can be completely misnamed as something other than what was intended.

To address this, we’ve added the ability to edit the name and description of an uploaded document!
 
new action icon will let you edit the name and description fields of an uploaded document

As you can see in the image above, a new action icon has been added to your dashboard. When you select this pad+paper icon, you will be given the option to change the name and description fields of the selected document.
 
after selecting the edit icon you will be given the option to change the name and description of the document

Timing of the deadline notice email

By default, the deadline notice email is sent to borrowers at 3pm in your time zone. Previously, this setting was non-negotiable, BUT now it is easily adjusted.

Check out the short video below for an overview!
 

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