Webinars

Floify Tips & Tricks, Part 11: Bulk Actions and Milestone Sets

In part eleven of our Tips & Tricks series, we demonstrate how originators can improve their workflow by utilizing two of Floify's newest features: bulk actions and multiple milestone sets.

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Floify Tips & Tricks, Part 10: Document Workflow

In part ten of our Tips & Tricks series, our Support team will show loan teams how to maximize their document workflow productivity in Floify.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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