Today’s loan originator has numerous options available to them for the purpose of securely storing and organizing the documentation that they take in from their clients.
One such method that has become extremely popular is the use of cloud storage platforms that provide loads of space at an affordable rate – allowing for access to your data anywhere there is an internet connection.
Over the years, we’ve integrated Floify with several of the most popular cloud storage providers, such as Dropbox, Google Drive, and Box, to provide our customers with a seamless and automated method for transferring documentation into their storage solution of choice.
Our most recent integration with Microsoft’s flagship cloud storage platform, OneDrive, adds another incredibly popular solution to the list of available options.
Simply link an existing OneDrive account to Floify to get started (instructions).
New Cloud Storage Integration Workflow
Building the OneDrive integration prompted a re-thinking of the workflow for how all of our cloud storage integrations manage document uploads.
The result was a whole new processing flow that is more powerful and more organized to meet the business needs of our customers.
Previously, no documents were synced to the storage platform until they were reviewed and approved by the lending team.
Now, documents are automatically synchronized immediately upon upload into a new ‘Pending’ folder that Floify creates within the system-generated client folder.
If the document is eventually approved by the lending team, it is moved out of the ‘Pending’ folder and into the main area of the client’s folder. Documents that are rejected by the lending team are removed from the storage drive automatically.
With this updated workflow, it is easier for LOs to maintain file integrity while also keeping files organized in a way that makes documents easily accessible.
*These changes apply to all of Floify’s cloud storage integrations, including Dropbox, Google Drive, Box, and OneDrive.