Floify Tips & Tricks Webinar Series


Welcome to Floify's Tips & Tricks webinar series. Here you will find the recorded versions of our previous webinars, which were all designed to help Floify users and lenders maximize productivity and profitability with the Floify point-of-sale solution. The webinars listed here are ideal for beginner to advanced users.

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Part 5: Borrower Experience

In the fifth part of our Tips & Tricks series, we'll explore how your borrowers will interact with the Floify platform during the loan process as well as some suggestions for how you can maximize this journey.

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Part 4: Milestones

In Part 4 of our Tips & Tricks series, our Support team will demonstrate how you can set up and take advantage of Floify's milestones feature to simplify your lending workflow.

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Part 3: Pre-Approval Letters

During this deep dive into Floify's built-in pre-approval letter generator and new Arizona/Texas forms, our Support team will instruct you on how to set up and start using these powerful features to help maximize your time.

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Part 2: Apply Now 3

Part 2 of our Tips & Tricks series covers advanced functionality of the third version of Floify's Apply Now 1003. During this half-hour overview, we'll show you how to simplify the application process for your borrowers with our industry-leading digital 1003 solution.

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Part 1: Custom Fields & Layouts

Welcome to Part 1 of Floify's Tips & Tricks webinar series. During this deep dive into advanced functionality of the Floify point-of-sale system, our team will demonstrate how you can enable integrated custom fields and layouts to help streamline your lending.