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Streamline Your Mortgage Office

New feature adds admin oversight, shared support, and team customizations

Company Dashboard goes live next week

Business and Enterprise level companies with multiple teams/branches will gain further oversight, support, and customization benefits from our new Company Dashboard feature.

company dashboard image

  • Administrator Oversight: Company admins will now have the ability to oversee all manager accounts that fall under their company umbrella. Basic reporting functions will follow later this year.
  • Unique Customizations: Individual LOs/Teams/Branches under the company umbrella will be able to have separate Floify accounts. Each Floify account has the capacity for unique customizations (email templates, milestones, quick packs, etc)
  • Shared Support Staff: Processors, coordinators, and other shared support staff will have the ability to switch between Floify accounts in order to support different LOs/Teams/Branches.
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