Mortgage Automation and Point-of-Sale Solution

Introducing the Next Big Thing: Custom Fields, Layouts, and Business Rules

floify custom fields business rules layouts

Just this week, we rolled out one of the most exciting and powerful feature updates to Floify in our history. The introduction of custom fields, custom layouts, business rules, and customizable dashboards will allow Floify Business customers to craft unique, dynamic data inputs that can then be used in a number of awesome ways for the benefit of lender and borrower alike.

This is a game changer.

Custom Fields

Custom fields are the foundation that layouts and business rules will be built upon. Floify customers can create custom fields using a variety of data types, from a single line of text, to multi checkboxes, picklists, timestamps and everything in between.

  • File attachments (max size 25 MB)
  • Checkbox
  • Radio buttons
  • Multiple Checkboxes
  • Single-Line Text
  • Multi-Line Text
  • Date
  • Timestamp
  • Picklist
  • Multi-Selection Picklist
  • More built-in data types to come including number, email, phone, URL, and currency

Each custom field has internal permissions that tell Floify how a certain user-type is able to interact with the data field. You may want a certain field to be editable by you or someone on your team, but would prefer your borrowers to only be able to “read” the info (or not see it at all). The possibilities are virtually endless!

The video below explains how to create new custom fields:

Customizable Loan Dashboard

Floify Business customers now have the ability to alter the information that is shown on their loan dashboard, creating new ways to quickly access information and sort your pipeline.

On your default loan dashboard, Floify displays 5 built-in fields of data: Borrowers name, Co-Borrowers name, Loan Flow Name, Status, and Flow Owner. With the new customizable loan dashboard feature, LOs can swap out any of those built-in fields to incorporate their own custom fields or the long desired Milestone built-in field.

Perhaps 5 fields is just too much information? Well, now you can reduce the number of columns as well. As a cherry on top, LOs can also set a default sort-by field so that their dashboard is arranged in the manner most consistent with their process.

Sort by milestones, sort by a custom field, or continue to sort by the newest loans, it’s up to you.

Check out the video below for a helpful guide on how to customize your loan dashboard:

Custom Layouts

The new custom layouts feature allows Floify customers to display and edit custom field data or information directly from within a borrower’s loan flow.

Unique layouts can be created specifically for lender users or borrower users, default layouts can be set for all new loans, AND layouts can even be changed dynamically based on conditions set in your Business Rules.

This POWERFUL new feature set provides an infinite number of ways to format and display information to your team members or borrowers. Internal notes, hyperlinked directions, task lists, and loan program pickers are just the tip of the iceberg for what you can do with your custom layouts.

Your borrowers will be able to get any and all relevant loan information from a single location – their Floify.

The video below explains how to create a new custom layout:

Business Rules

With Business Rules, you can dynamically change the layouts being viewed by borrowers or your lender team with a simple conditional statement.

If this, then that.

To establish a Business Rule, you determine a “trigger” field. When that field is changed to meet a condition, the business rule kicks in.

An easy example of a business rule in action would be to have a “Loan Program” picklist custom field, that when toggled to “FHA” (or Conventional, USDA, VA, etc), a business rule would kick in that changes the layout the borrower sees to one displaying information relevant to an FHA loan or process.

You could have custom layouts for ALL of the loan programs that would be displayed when a lender chooses the appropriate program from a picklist.

Check out the video below to see how we create a business rule, and what happens when it’s triggered: