Streamline Your Mortgage Office

Unveiling Floify’s Most Recent Product Updates

With the conclusion of a busy holiday season, it may have gone unnoticed all of the great enhancements that have been made to the Floify mortgage automation platform recently. Between usability and productivity updates, and new powerful apps and integrations with industry powerhouses, loan originators and their teams will find that there are a number of new ways to further streamline their workflow.

Usability and Productivity Updates

Edit Document Category

In addition to the ability to edit a document’s name and description, Floify users can now edit and change the category of an uploaded document. This is especially helpful when borrower’s upload one-off documentation, as the category is not preset by default and often is

To change a document’s category, use the Edit Document icon to bring up the Rename modal.

mortgage document category edit

Then simply select a new category, and save your changes.

mortgage document category management

1003 Required Fields

This recent enhancement to Floify’s dynamic and customizable 1003 loan application allows Floify customers to optionally require the input of a social security number and/or date of birth upon loan application submission.

floify 1003 loan application

This can be quickly configured in your Apply Now settings.

New Business Rule Condition and Action

As we continue to grow the capabilities of Floify’s Business Rules automation feature, we’ve recently rolled out a new trigger Condition as well as another Action that can be automated via Business Rule.

Milestone Conditions

In order to trigger a Floify Business Rule, there must first be a condition that is met. Business Rules can utilize changes to custom fields and other built-in loan data fields to serve as the trigger condition.

Now, they can also leverage your milestones. This gives Floify users the power to create business rules that trigger actions, such as a layout change, upon the check-off of a specific loan milestone.

Call-Webhook Action

In addition to the Floify Change-Layout business rule action, we have recently added a new action for technical teams to take advantage of.

floify business rules webhook automation

By using the Call-Webhook action, tech-savvy Floify users will have the tools available to create interactions between the Floify platform and other systems they may be using, without an intermediary such as Zapier.

One way our engineers tested this new business rule action was by creating a webhook integration with Salesforce. In their test, when the Application milestone was checked off in a Floify loan flow, a corresponding contact record was created in Salesforce.

This is just one interesting way to use this business rule action.

floify business rules call webhook automation

Floify Disclosure Desk Improvement

Floify Enterprise companies utilizing Disclosure Desk to streamline the disclosing process across their company will find a new update to improve their communication with borrowers.

Disclosure document descriptions, which were previously blank, now include helpful instructions to the borrower as well as informing borrowers of the importance of eSigning disclosures promptly.

Apps and Integrations

Streamlined Credit Reporting

Floify recently added a number of new apps to the Floify App Store, focused on the credit history aspect of the loan origination process.

For Floify customers who utilize CreditPlus, Alliance2020, Credit Technologies, Clear Choice Credit, or Sarma for their credit reporting needs, you can now use those services directly within your Floify account.

These new apps streamline the ordering of credit history and result in the borrower’s credit report being delivered to the yellow bucket of the corresponding loan flow – ready for your review.

Similar to the Equifax Trended Credit*Hi-Lite app, these services can be configured for automation upon loan application submission, or reports can be ordered on a one-off basis from within an existing loan flow.


For Floify customers who use and love the intelligent application software from PerfectLO, there is now an app allowing for the sync of data between the two platforms.

Using this app, you’ll be able to import 1003s from PerfectLO into your Floify Prospects page, where you can then decide to convert them into a live loan flow.

Byte Software LOS

We recently rolled out a new integration with the popular Byte Software LOS. This integration allows Floify to upload documents to a Byte loan folder, start loan files in Byte, import Fannie Mae 1003 loan data to Byte, and upload eConsents to Byte.

This integration is currently available for Floify Enterprise companies or those with C-level sponsorship, with applicable setup fees.

Want the Byte LOS integration for your company? Ask your Floify account executive for more details.