Floify Tips & Tricks: Custom Fields & Layouts

During this deep dive into advanced functionality of the Floify point-of-sale system, our team will demonstrate how you can enable these powerful features to help you maximize your lending operations.

We will cover:

  • Setting up dynamic data inputs for each loan flow in your pipeline
  • Implementing a workflow using built-in custom fields, layouts, and business rules that supports managing tasks more efficiently
  • Benefits of having an automated workflow for lenders, borrowers, and referral partners

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