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Floify 104: Custom Fields, Custom Layouts, and Business Rules
Floify 104: Custom Fields, Custom Layouts, and Business Rules
Просмотров: 34
Видео
Floify 103: Pre-Approval Letters and Realtor Partners
Просмотров 58Месяц назад
Floify 103: Pre-Approval Letters and Realtor Partners
Floify 102: Template Documents and Application Settings
Просмотров 57Месяц назад
Floify 102: Template Documents and Application Settings
Informative Research (IR) Verification Waterfall
Просмотров 322 месяца назад
Informative Research (IR) Verification Waterfall
Get Your Borrower Into Floify Via Your Borrower Links
Просмотров 885 месяцев назад
Get Your Borrower Into Floify Via Your Borrower Links
How to Add a New Prospect and Delay Borrower Access
Просмотров 576 месяцев назад
How to Add a New Prospect and Delay Borrower Access
Send Your Borrower a Partially Filled Out Application
Просмотров 506 месяцев назад
Send Your Borrower a Partially Filled Out Application
Borrower Filling Out the Application
Просмотров 1126 месяцев назад
Borrower Filling Out the Application
How to Add Custom Questions to Your Application
Просмотров 516 месяцев назад
How to Add Custom Questions to Your Application
Closing Accelerator and Customer Capture: Closed Focus Group
Просмотров 516 месяцев назад
Closing Accelerator and Customer Capture: Closed Focus Group
Unique Strategies to Grow Your Mortgage Business In Any Market Environment
Просмотров 566 месяцев назад
Unique Strategies to Grow Your Mortgage Business In Any Market Environment
Tips & Tricks, Part 15: Reporting & Analytics
Просмотров 186 месяцев назад
Tips & Tricks, Part 15: Reporting & Analytics
Tips & Tricks, Part 14: Customizing Landing Pages
Просмотров 336 месяцев назад
Tips & Tricks, Part 14: Customizing Landing Pages
Tips & Tricks, Part 13: Easily Uploading XML Files in Floify
Просмотров 126 месяцев назад
Tips & Tricks, Part 13: Easily Uploading XML Files in Floify
Tips & Tricks, Part 12: Testing the Borrower's Application Experience
Просмотров 196 месяцев назад
Tips & Tricks, Part 12: Testing the Borrower's Application Experience
Tips & Tricks, Part 11: Bulk Actions and Milestone Sets
Просмотров 116 месяцев назад
Tips & Tricks, Part 11: Bulk Actions and Milestone Sets
This is really great!
Can a realtor partner change the amount of the pre-approval number based on the max price and taxes that we set it to ?
SO Cool!
Will milestone & email customizations be applied to the entire company? Or can individual teams create their own default emails & milestones?
Great question! We offer company-enforced milestones and emails if you're looking for alignment across your teams, or you can allow individual teams to customize their own.
Good info. Is this all completed at the loan officer level with the software calculating dti, ltv etc. or are the calculations done manually? Also, does underwriter need to look at the letter before it's issued? Thanks
Is there a way to change notifications for each of your users?
How can you text it to the borrower? You should be able to just enter the phone number of the borrower and then send the link. Copying the link and sending to borrower is inefficient and tedious. It also doesn't track who the link is texted too
Good Q! Did you figure this out?
Hey @tylerlederman7859, great question! At the moment, the easiest way to do this would be copying and pasting a link to your Landing Page or Apply Now page in a text message to the borrower. To make this quicker, I always recommend keeping your Floify Progressive Web App (help.floify.com/hc/en-us/articles/360039763312-Set-Up-and-Install-My-Progressive-Web-App) on your own smartphone; the on-device web browser should have a share button for the webpage to easily send it via text sms!
does this work once they are in the loan pipelines as well or just under prospects?
Hi @NickYourHomeLoanFriendKrehnke, great question! Yes, the Co-Pilot feature can be used on both incomplete and completed applications!