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Streamline Your Mortgage Office

floify has new features!

We’ve got some exciting new features that are now live on Floify:

  • Floify users will now see the number of documents pending review in their pipeline dynamically shown in their browser’s tab when at the home dashboard. Use the filter option to only display the number of docs pending review for a particular team member.

floify dynamic tab





  • On the ‘edit flow’ page, users can now manually trigger Floify to send an updated needs list of outstanding documents. Users can also add a personal message when sending the updated needs list.

manual needs list trigger










  • Origination staff can now check off acknowledgement documents on behalf of borrowers.

acknowledge doc






warmest high fives,
the floify team