Floify Tips & Tricks: Milestones


During this deep dive into Floify's built-in milestones feature, our team will demonstrate how you can set up and take advantage of these and other powerful features to help you maximize your lending operations.

We will cover:

  • How to effectively use and customize loan milestones and status updates for borrowers, real estate agents, and loan stakeholders
  • How to sync milestones with our new integration with Surefire CRM
  • How to use Floify's HTML editor to customize the look and feel of your platform
  • How to add your logo and videos to Floify
  • And so much more!


This webinar has concluded; however, you can view the recording below.

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  • Make borrowers happier.
  • Impress referral partners.
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mortgage professionals