Howee Presents: How We Flo, Part 2

Haven’t Logged In Yet?

If you didn’t receive a welcome email from Floify, go to https://app.floify.com/login and click Forgot Password or use the “Log in with Microsoft” option to utilize single sign-on. If you have any trouble, email Floify@vandykmortgage.com.

 

Loan Notifications – By LO or By Loan

Do you want to get notifications on all of a loan officer’s loans? Do you NOT want notifications on all loans? Both of these options are possible! Check out the attached “Follow an LO or Specific Loans” PDF to find out how.

 

SimpleNexus or Floify? Which Do I Use?

If your loan was not already disclosed in SimpleNexus, it should be moved to Floify.  Loans disclosed in SimpleNexus with an ECD of 10/15 or sooner can stay in SN.  See the attached guide on flipping a loan from SN to Floify for more details. We will cover this piece in live training on Wednesday as well (invitation attached).

Floify Profiles

Take the time to check your Floify account details to make sure they are accurate. Click on your email, then scroll down to click the Edit Profile button to make changes.  This is especially important if you were on Floify from 2019-2022 – you may have information listed.)

 

 

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:

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