Floify Tips & Tricks, Part 9: Customizing & Scheduling Emails
In part nine of our Tips & Tricks series, we demonstrate how lenders can customize and schedule borrower and client reminder emails in Floify.
Floify Tips & Tricks, Part 8: eSignature
In part eight of our Tips & Tricks series, our Support team will demonstrate the powerful e-signature functionality available for use with the Floify platform, including our native Floify E-Sign feature and integration with DocuSign.
Floify Tips & Tricks, Part 7: Company Dashboard
In the seventh part of our Tips & Tricks series, we explore every nuance of the Company Dashboard, including teams, users, loans, admins, cloning, settings, disclosures, and much more.
Floify Tips & Tricks, Part 6: Users & User Access
In part six of our Tips & Tricks series, we'll provide an in-depth overview of user types and user access levels in the Floify point-of-sale system, including Company and Organization Admins, Manager and Team Accounts, Support and Shared Users, and Realtor and Borrower Accounts.
Floify Tips & Tricks, 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.
Floify Tips & Tricks, 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.
Floify Tips & Tricks, 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.
Floify Tips & Tricks, 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.
Floify Tips & Tricks, 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.