TBD Loans & Floify
As a reminder, the only loans that should be staying in SimpleNexus are loans closing by 12/31 that have already had initial disclosures completed.
Do you have a TBD file that’s been sitting around for a while? If it’s been in your pipeline for 5-6 months, the best practice is to duplicate the file and then invite that borrower to Floify. That way, you have a new file that can be kept active (without getting closed as an inactive prospect) and you’ll have a great reason to touch base with your borrower to explain our updated portal.
Sarma Soft Pulls + Floify
If you missed our Sarma soft pull live training last week, Megan graciously demonstrated how to pull a Sarma soft pull in Floify. Be sure to check out that recording in the Floify resources folder here. We also attached the cheat sheet for ordering these soft pulls.
How We Flo: The Recap
We’ve arrived at the last edition of your weekly Howee Floify tips – so we wanted to pass along a recap of what we’ve covered in previous weeks. Those are attached for your reference, and also published at the VDMC.net blog.
Part 1
- Disclosure tips, Mobile Mailbox and eConsent reminders, Pre-Approval Letter tips, customizing emails/texts to borrowers
Part 2
- Configure notifications, determining whether your loan should be on SimpleNexus vs. Floify, updating Floify account details
Part 3
- SN closing reminders/sending borrowers correct links, updated Needs List email
Part 4
- Pipeline reminders, inviting a borrower vs. connecting an existing loan, eConsent reminders
Part 5
- Doc import issue/resolution, soft pulls in Floify, Borrower’s Certification & Authorization template reminder
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.