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.