Webforms are an easy way to collect critical information from borrowers. It’s also very fast, since the borrower doesn’t have to download or upload anything.
Floify just added two new webforms: Short Form App and Homeowners Insurance Info.
If you already have a Floify account, you’ll find them in your Template Documents under the Settings menu.
How to Use
To use one of these webforms, just add them onto one of your loan flows, just like any other document request.
Short Form Application Webform
Here’s a zoomed-in screenshot of the Short Form App.
Homeowners Insurance Information Webform
Here’s a zoomed-in screenshot of the Homeowners Insurance Info webform.
Floify is a Borrower Portal, automating the process of collecting loan documents from your borrowers and emailing milestone loan status updates to real estate agents and borrowers.