Floify Tips & Tricks: Milestones
During this deep dive into Floify's built-in milestones feature, our team will demonstrate how you can set up and take advantage of these and other powerful features to help you maximize your lending operations.
We will cover:
- How to effectively use and customize loan milestones and status updates for borrowers, real estate agents, and loan stakeholders
- How to sync milestones with our new integration with Surefire CRM
- How to use Floify's HTML editor to customize the look and feel of your platform
- How to add your logo and videos to Floify
- And so much more!
This webinar has concluded; however, you can view the recording below.