Streamline Your Mortgage Office

Powerful Update to Floify Deadline Reminder Scheduling, and More

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Quietly one of the most powerful borrower-facing features of Floify, the platform’s automated deadline reminders work behind the scenes to keep borrowers accountable and on-task with their documentation requirements.

To make this functionality even better, we just gave your deadlines a huge boost in customizability.

Check out the the bevy of brand-new scheduling options that have been introduced, as well as other fresh updates to the Floify platform that you can put to use to further enhance your workflow.

Updated Deadline Reminder Scheduling

Floify’s new flexible deadline reminder controls give users the power to fine-tune the sending schedule of these notices.

Now you can specify exactly when, and how often, your borrowers will receive reminders both before and after the deadline on a loan has passed.

Configuration of optional blackout dates will instruct Floify to avoid sending deadline reminders on specific days of the week, weekends, holidays, or even custom dates specific to your business needs.

To access and customize your deadline reminder controls, navigate to the Milestones tab within your Floify Settings, as seen below:

New 1003 Functionality

Floify’s dynamic 1003 has been enhanced with a new configuration setting that allows you to require prospects to either first log in to their Floify or create an account when using your Apply Now.

When activated, this new configuration enables additional functionality for your loan application:

  • Automatic Save: Loan applications are automatically saved while your prospects are completing it. Prospects can leave the page without losing their progress, and can come back to complete their application at their convenience.
  • Mark Applications as Read/Unread: A new action button on your Prospects page allows you to mark applications as read or unread, simplifying how origination teams track processing of applications. When you mark a prospect as read or unread, a message is added to the Audit Log so you can easily track which team members have worked on which prospect.
  • View Partially Completed Loan Applications: You can now view partially completed loan applications in the Prospects section of Floify.

To enable this optional configuration, first navigate to the Apply Now tab of your Floify Settings and then Edit the Apply Now Required Fields to require borrower login, as seen below:

Enhanced Knowledge Center

In an effort to serve you better, we have consolidated all of our help articles and video tutorials into one convenient location.

Now, whenever you need a little guidance, simply click the ‘Help’ link in the footer menu of your Floify dashboard, which will take you to, for immediate access to our library of helpful guides and walkthrough content.