How to Quickly Add and Access Client Data in Floify

How to Quickly Add and Access Client Data in Floify

Late last year, Floify introduced a powerful set of new features that were designed to give lenders, originators, and support staff the utmost flexibility in how they utilize Floify’s point-of-sale solution.

The addition of custom fields and layouts means that Floify’s customers can add just about any data fields to their loan flow view as their heart desires. They can even do the same for their borrower’s view as well.

These fields can be anything from a text-input box to file attachments (or a dropdown picklist, radio buttons, checkboxes… you get the point).

This incredible addition to the platform provides a TON of value for both originators AND borrowers.

The beauty of Floify’s custom fields and layouts is that it allows you to keep important contact or loan data in the same location where your borrower’s documentation lives, making it incredibly easy to follow-up with current or prospective clients without needing to jump into your CRM to get the data.

OR if you’re not using a CRM at this time, but instead use homegrown contact management tools, you can ditch those clunky Excel spreadsheets and centralize your client info in one lightweight place.

Let’s say you want to know how much a prospect was originally pre-qualified for, what their source of income is, or what loan program(s) they qualify for. You can easily insert any or all of those data fields into your loan flow view so you can add and access that information instantly within Floify.

Or any other data points that you think are relevant to your prospects and clients that would enable you to operate at peak efficiency.

Reminder: you can sort your Floify loan pipeline by custom fields as well.

How do you create custom fields?

Glad you asked.

Creating custom fields is simple. As long as you’re a Floify Business subscriber, you’ll be able to find a ‘Fields’ tab in your Floify settings. From there, you can access your custom fields.

To actually create a custom field, you will first need to know what type of data field you want. Maybe a text input? Maybe a date, to note when next follow-up is?

Second, you have to determine who can see and edit this field. If you’re only going to display the field on your side of the loan view, there’s no need to give borrowers any permissions. But you will need to decide whether or not your team members would be able to read or edit the field, and then set those permissions.

That’s it! Now your field is created and can be leveraged to create a new layout for your loan flow view.

More of a visual learner?

Here’s a helpful video that can provide additional guidance.

How do I use my newly created custom fields?

floify custom layout

Custom fields won’t just populate into your loan flows. You need to tell Floify what you want to see when you start a new loan. You can do this by creating a lender layout. The ‘Fields’ tab in your Floify settings will also allow you to access your layouts configuration.

Once there, you’ll want to create a new layout and give it a name. Then, click on the notepad icon to edit your new layout and add your fields to it.

To finalize things, you’ll want to set this as your ‘Default Layout’. This means that when you start a new loan flow, you’ll automatically see the layout you just created and can use all those beautiful custom fields you added.

Note: layouts and custom fields cannot be applied retroactively to pre-existing loan flows. Once you’ve set your default layout, all new loan flows will be created with it in place.

Another video? You got it!

Here’s a quick walkthrough of how to create and set your layouts.

Now, start up a new loan flow even just for a test. Check out that shiny new layout with all those data fields! This is the beginning of a whole new level of efficiency for yourself or your team.

(We know what you’re thinking… that you can also create borrower layouts to show them relevant loan information. Next time!)