Posts tagged Floify
Floify + Shape Software Integration FAQ

With the Floify–Shape integration, create new leads from Floify with a corresponding Floify loan flow, synchronize uploaded documentation from Floify into a linked Shape contact record, view all communication with a contact from both Floify and Shape in Shape's contact log, and trigger Shape notifications when a milestone is checked-off within a Floify loan flow. Have questions? Read up on some of the frequently asked questions.

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Using Floify in Shape Software

With the Floify–Shape integration, loan originators using Floify to automate their mortgage processes in combination with Shape to manage their lead & customer database can now seamlessly access Floify’s secure document management system directly within Shape. This integration means that all important borrower documentation and correspondence now lives in a single location.

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Floify + Shape Software API Integration

With the Floify–Shape integration, loan originators using Floify to automate their mortgage processes in combination with Shape to manage their lead & customer database can now seamlessly access Floify’s secure document management system directly within Shape. This integration means that all important borrower documentation and correspondence now lives in a single location.

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