Mortgage Automation and Point-of-Sale Solution

Floify’s DocuSign eSignature Integration is Now Live

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.

docusign type
Here’s another handy help file to walk you through how to send DocuSign requests to borrowers through Floify.

Warmest high fives,
the floify team