Loan Closing in SimpleNexus? Don’t Send a Borrower to Floify!
When you’re utilizing SimpleNexus for closing, please advise borrowers to use the link that gets emailed to them to access their docs. If they go to the LO’s VanDyk website (name.vandykmortgage.com), it will incorrectly redirect them to Floify. Make sure those SN borrowers are logging in at https://simplenexus.com/login to access their existing loans.
SimpleNexus or Floify? Which Do I Use?
If your loan was disclosed in SimpleNexus (with disclosures signed!) and is closing by December 31, 2023, it can stay in SimpleNexus. If your loan is a TBD, hasn’t been disclosed yet, or is a new file – it needs to be set up in Floify. See the attached Switch Guide for more details.
As a heads-up, SimpleNexus will automatically show your whole pipeline in Encompass, which can cause confusion as to whether they’re using SN or Floify. You can add the column “App User Linked” to indicate whether the borrower is using SN or not. If it shows No, they are not using SimpleNexus.
Needs List Email: Updated Companywide
Please note that the Needs List email has been updated across all LO teams to correct an error – it was missing the placeholder for a personal note, so this was being omitted from emails. If you had personalized your Needs List email, be sure to re-visit the template and customize accordingly. Note: If you had a borrower receive a needs list over the weekend and they had an error accessing your link, advise them to copy/paste the link (instead of clicking) OR re-send a new invitation. To do this, click into Edit Loan Flow and under the borrower’s info, click Sends Needs List email.
Need Help?
We can help at Floify@vandykmortgage.com. Check out the attached Quick Start Guide for all our Floify how-to guides in one spot. Or you can try one of these other resources:
- Concierge@floify.com also has evening and weekend hours if you have a borrower in need of assistance!
- Check the Floify Help Center for a lot of how-to docs and videos.
- In Seafile, visit the Production Support > Floify Resources folder for training recordings and how-tos.