Floify Tips & Tricks: Bulk Actions and Milestone Sets

During this half-hour deep dive into two of Floify's newest features – multiple milestone sets and bulk actions – our team demonstrated how loan teams can use this functionality to:

  • Build or clone new milestone sets
  • Set up milestone set business logic
  • Manually configure a loan flow's milestone set
  • Process documents and more with bulk actions

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