Keys to a Smooth Transaction
Understanding How to Price
How to Collect Your Borrower's Application
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Creating a Contact and Creating a Lead in EiOS (1:48)
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Sending your Floify application link via EiOS
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What does Floify do? (4:01)
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How to review your client's application + documents in Floify (1:03)
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Red, Yellow, Green - reviewing documents in Floify (2:06)
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Requesting documents from clients (3:00)
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Using Floify for e-signature documents (2:29)
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Where do the clients documents go? (2:26)
How to Review + Structure Files in Byte
Once Your File Has Been Approved
