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Streamline Your Mortgage Office

Announcing the Floify Audit Log, Mobile App Improvements, and Webhook Integrations

borrower loan documents audit log

We’ve been growing by leaps and bounds lately – thanks to the valuable feedback we have received from mortgage professionals like you.

Over the last few months, we rolled out dozens of exciting updates, apps, and integrations to help make Floify even better. And now we are excited to share these enhancements with you, which we know will help you further streamline and accelerate your mortgage workflow.

Loan Audit Log

How much time have you spent tracking down who knew about this or that in your loan files? With Floify’s new audit log you gain transparency into the actions being taken on a loan file, or your entire pipeline, with immediate insight into the who, what, and when.

The audit log tracks documentation-related activities such as:

  • New loan flow start
  • Document uploaded
  • Document accepted
  • Document rejected
  • Document deleted
  • Document accepted and rejected

To view the audit log for your entire pipeline, find the Info button in the header navigation of your loan dashboard. If you’d like to dial down into the audit log for a specific loan flow, find the Audit Log button on the loan flow view:

View documents in the Floify mobile app

We recently rolled out version 1.4 of the Floify iOS and Android mobile app. This new release added the ability to view submitted documentation directly on a mobile device.

Simply navigate to the document that you’d like to view, and click on the file name to bring up the doc.

Now on-the-go loan officers have full access to borrower documentation, anytime they need to reference it.

mobile mortgage app pdf viewer

Webhook integrations through Zapier

The Floify platform has been designed from the ground up to facilitate integration with our customers’ other critical business systems. We do this through the Floify REST API, the Floify App Store, and also webhooks.

To put it simply, a webhook is when specific information is sent to a unique place on the web (usually after a certain action occurs) so that another application can catch the information for use on it’s end. Floify has several webhook “endpoints” that are used to trigger the posting of the information.

This brings us to Zapier. Zapier is a quickly growing company that enables systems to work together through automation workflows. There are already over 700 different software platforms in the Zapier network that have made their systems openly accessible for integration.

Using Floify’s webhooks within Zapier, our developers were able to create some interesting integrations. For example, if you use Pipedrive as your sales CRM our developers created a “Zap” integration that triggers a new Floify loan flow to be created automatically when a Pipedrive Deal makes it to a particular stage in the sales pipeline.

Another use-case was to create a Zapier integration between Floify and Mailchimp – an email marketing service. Utilizing Floify’s webhooks, when a new loan flow was started we were able to add the borrower to a Mailchimp list, enabling email marketing abilities automatically.

These are just two examples dreamed up by our development team, but technically inclined Floify customers can leverage Floify webhooks and the Zapier network to build some pretty cool integrations.

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