Floify’s integration with DocuSign is now live and usable from your lender dashboard. With this powerful integration, Floify can become your single customer-facing portal for document collection AND eSignature.
In order to use the DocuSign integration, you must have or sign-up for a DocuSign user account. Then, you must link your floify to your DocuSign account. Check out these super helpful instructions for linking your account.
After linking your account, you’ll see a shiny, new document type that you can add to your loan flows.
Here’s another handy help file to walk you through how to send DocuSign requests to borrowers through Floify.