Click link. Give info. Send docs. Pre-Qual?
Wouldn’t it be nice if a prospective borrower could click a link on your website, self-start a loan flow, and send in the basic pre-qualification needs list docs? All before you’ve ever spoken to them?
Now they can. And more.
With Floify’s self-signup feature, prospective borrowers can click a simple ‘Get Started’ or ‘Apply Now’ link on your website to get things moving quickly.
- A few pieces of personal information on signup will start a new loan flow in your Floify.
- Floify will then automatically send the prospect your initial needs-list, with requests for the documents listed in your base quick pack. Prospects can begin uploading their docs to Floify immediately.
- Floify will take the personal info given at signup and automatically input it into the corresponding fields of either a short-form or full 1003.
- Floify Magic Time: Once the 1003 is cleaned-up and completed, you give the “thumbs up” to approve it. With that thumbs up, Floify will convert the 1003 into a Fannie Mae 3.2 data file.
(For self-signup base quick pack, we recommend: short form or full 1003, paystubs, W2s, driver’s license, tax returns, and bank statements)