Onboarding Services
Effortless Account Activation
Get your account up and running quickly and efficiently with our expert setup and configuration services. We'll handle the technical details, allowing you to focus on what matters most: closing loans faster.
Personalized Training
We offer standard training or can create a personalized training experience tailored to your needs.
Maximize Efficiency
Leverage automation and optimized workflows to accelerate your loan processing that allows you and your team to focus on high-value tasks.
Streamline Workflows & Leverage Automation
Our experienced team collaborates with you to identify opportunities for automation and develop customized workflows that optimize processing efficiency. Additionally, we can assist you in connecting to your existing integrations using our Floify APIs.
Onboarding Packages
Monthly + Quarterly Subscription: $100 One Time
Annual Subscription (new customers only): Included in subscription
- Ideal for new users, this package provides the essentials to get started
- Includes a 1-hour onboarding call, basic configurations and access to our self-service learning resources
$500 One Time
- Designed for originators seeking to optimize loan processing through automation
- Includes a launch plan call, advanced configurations, custom workflows, integration assistance, and two personalized training sessions (up to 1 hour each)
- Access to professional services experts during onboarding period (standard onboarding period is 30 days)
- Additional account workflow configuration add-on - $200
Premier Plus
up to 5 workflow configurations
$1000 One Time
- Perfect for scaling teams that require multi-user configurations
- Offers team launch plan call, advanced configurations, custom workflows, integration assistance, and two team training sessions (up to 1 hour each)
- Access to professional services experts during onboarding period (standard onboarding period is 30 days)
Onboarding Packages Comparison
| Essentials | Premier | Premier Plus | |
| Onboarding Call (up to 1 hour) | X | X | X |
| Landing Page Personalization• Company Logo, Primary Company Color, Headshot | X | X | X |
| Pre-Approval Letter Customization | X | X | X |
| Pre-Set Email Templates with Custom Email Signature | X | X | X |
| Profile Contact Details | X | X | X |
| Customized Contact Details by Team• URL Subdomain Setup • Short and Long Team Name • QR Code | X | X | X |
| LOS Setup (LendingPad and FocusIT) | X | X | X |
| Cloud-Storage Integration Setup• GoogleDrive, Team OneDrive, Box, Dropbox included | X | X | X |
| Dual AUS Setup | X | X | X |
| Lender Price Product Pricing Engine Setup | X | X | X |
| Credit Integration Setup | X | X | X |
| VOA/VOE/VOI Setup | X | X | X |
| CRM Integration Setup• Supported CRM Integrations Included | X | X | X |
| Mortgage Call Reports Setup | X | X | X |
| Up to 500 Real Estate Agents and Partners Imported | X | X | X |
| Custom Team Calculators• Choose from Mortgage, Refi, DTI Calculators • Lead Generator Dialogue and Custom User Notifications | X | X | X |
| Access to Our Full Collection of Training Videos and Help Articles | X | X | X |
| Floify E-Sign• Advanced Setup, Creation of up to 5 Template Docs, & Training | X | X | |
| Reporting & Analytics Setup | X | X | |
| Apply Now 1003 & Custom Questions: Advanced Setup | X | X | |
| Template Documents & Automated Needs List Rules: Advanced Setup | X | X | |
| Custom Task-Based, Custom Workflows, and Business Rules: Advanced Setup & Training | X | X | |
| Co-Branding: Up to 3 Realtor Landing Pages (Headshots and Contact Details) & Training | X | X | |
| Email and Milestone Notification Training | X | X | |
| Email Sender Authentication | X | X | |
| DKIM & SPF Record Setup Assistance for Successful Mail Delivery | X | X | |
| 2 Personalized Training Sessions (up to 1 hour each) | X | X | |
| Up to 5 Account Workflow Configurations | X |
Additional Services
Consulting - $175/hour
Customized Training - $175/hour
Email and Milestone Notification Customizations - $125/hour
Linked Video/Design, Application Invitation Needs List, Add Document Notices
Floify Esign: Creation of Template Docs - $250
Includes 5 docs, up to 10 page docs
Custom Forms - $175/hour
Task Management: Setup and Training - $125/hour
Email Deliverability - $175
DKIM and SPF Sender Authentication
Co-Branding - $125 Includes 5 landing pages
Realtor landing pages with headshots and contact details
Get Right to the Good Stuff with White-Glove Onboarding Services
Reach out to our team to get started
