Borrower Related
Questions
Questions
Yes! When manually adding a new prospect click "delay borrower portal access". Or update your Apply Now General Settings to delay borrower access.
How do I change my logo?
Under Settings > Logo
Where do I change my company name?
Company Settings > Basic Settings
What cloud based storage systems do you integrate with?
Google Drive, OneDrive, Dropbox, Box
My borrower can't login, what is the issue?
They may need to reset their password and either them, or their LO, or Support, can help them with that.
I need to resend the needs list email, how do I do this?
Edit loan flow > click the icon for needs list email > save
Where do I add a realtor?
Settings > realtors/partners > + sign
Can I update user permissions?
Yes! Company settings > basic settings > user permissions
What is the number 1 used LOS for Enterprise customers?
Encompass
Where are my application links?
Under Prospects > Borrower Links
Can my borrower upload a document I did not request?
Yes! They also have a "add new doc" button
I want my application to be black like my soul. Where do I go to set this?
Settings > Apply Now> Apply Now General Settings > Edit Apply Now General Settings > Customize Color Scheme
I need to remove the option for LOs to edit their apply now settings. Where can I do this?
Company settings > apply now settings > apply now
Can two separate companies be connected to the same Encompass instance?
Yes!
How do I manually add a Prospect?
Prospects > Add new Prospect
I have two borrowers on one loan flow that are using the same email. How does it look when they log in?
Upon log in they will have the option to select which person they are!
What is the difference between quick packs and auto doc requests?
Quick Packs are manually added and auto doc requests are triggered based on answers in the 1003!
Where do I go to set up a Credit Report Integration?
Company settings > apply now settings > Credit Report Integrations
Can Floify integrate directly with Calyx Point?
No, we use a third party called FocusIT.
Does Floify eSign save me money?
Yes! Since your alternative is the costly DocuSign and Floify eSign is free!
(A borrower is asking) Why do I have to eConsent again? I already did it in the application!
Something changed on a file that included key information. Anytime this happens, the borrower must once again eConsent.
*Key information is a name, email address or LOS file connected.
I uploaded my PA letter but it isn't working! Why!?
One is uploaded. But you haven't prepared your pre-approval letter template for referral partner generation yet.
What happens when a loan is archived? What about when it is unarchived?
When a loan is archived, it moves it to the archived tab and stops all automatic notifications.
When a loan is unarchived, it resumes the notifications based on the loan deadline.
Does a file sync to Encompass if I upload the 1003 or only when my borrower comes through apply now?
It depends on your settings. If enabled, you can push the 1003 to Encompass one time upon accept. If not, only the document pushes over but none of the data.
What was your favorite part of training or something you really enjoyed learning about?
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