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.

When the integration is configured and active, LOs will be able to:

  • 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.

  • Trigger Shape notifications when a milestone is checked-off within a Floify loan flow.

If you have not yet connected Floify in Shape, learn how to set up the API here.


How Floify Works in Shape

After connecting Floify, put the connection to the test! Below are the details of the Floify + Shape Software API Connection once the integration is configured and active.

Step 1:  Log in to Floify and start a new Loan Flow by clicking the “+ Start New Loan Flow” button.

Step 1: Log in to Floify and start a new Loan Flow by clicking the “+ Start New Loan Flow” button.

Step 2:  Fill out the Borrower information and optional Co-Borrower and press “Start New Loan Flow” at the bottom of the page.  Please note, screenshot is highlighting only the important elements of the new loan flow page.

Step 2: Fill out the Borrower information and optional Co-Borrower and press “Start New Loan Flow” at the bottom of the page. Please note, screenshot is highlighting only the important elements of the new loan flow page.

Step 3:  As soon as a new Floify Loan Flow is initiated, the Borrower and Co-Borrower Information will immediately show as a new Prospect in your Prospects list from source:   Floify  . If you’d like to customize your columns or change your list view, check out “ Understanding Lists. ”

Step 3: As soon as a new Floify Loan Flow is initiated, the Borrower and Co-Borrower Information will immediately show as a new Prospect in your Prospects list from source: Floify. If you’d like to customize your columns or change your list view, check out “Understanding Lists.

Step 4:  Once you open up your prospect in Shape, you will see that the source is labeled “Floify” and the Borrower and Co-Borrower information has already been pre-filled from Floify. The Borrower information will appear on the “Lead Information” tab as well as the “Quick App” tab. Co-Borrower information will appear on the “Quick App” tab.

Step 4: Once you open up your prospect in Shape, you will see that the source is labeled “Floify” and the Borrower and Co-Borrower information has already been pre-filled from Floify. The Borrower information will appear on the “Lead Information” tab as well as the “Quick App” tab. Co-Borrower information will appear on the “Quick App” tab.

Step 5:  Initiate a milestone within Floify. Click on the “Flow” column to view and open Floify milestones and document center.

Step 5: Initiate a milestone within Floify. Click on the “Flow” column to view and open Floify milestones and document center.

Step 6:  Click on a Floify Milestone.

Step 6: Click on a Floify Milestone.

Step 7:  Once the popup opens, click “Checkoff Milestone.”

Step 7: Once the popup opens, click “Checkoff Milestone.”

Step 8:  The Floify Milestone selected will appear in your record’s profile page in the “Status” dropdown under label: “Floify Loan Status.”

Step 8: The Floify Milestone selected will appear in your record’s profile page in the “Status” dropdown under label: “Floify Loan Status.”

Step 9:  The communication from Floify will also sync within the Shape record’s contact log.

Step 9: The communication from Floify will also sync within the Shape record’s contact log.

Step 10:  Upload documents and watch them sync from Floify to Shape. * Please note, Floify document syncing updates once per hour. If you do not see documents immediately, please check back soon.

Step 10: Upload documents and watch them sync from Floify to Shape. *Please note, Floify document syncing updates once per hour. If you do not see documents immediately, please check back soon.

Step 11:  Choose which documents to upload and watch them sync from Floify to Shape. * Please note, Floify document syncing updates once per hour. If you do not see documents immediately, please check back soon.

Step 11: Choose which documents to upload and watch them sync from Floify to Shape. *Please note, Floify document syncing updates once per hour. If you do not see documents immediately, please check back soon.

Step 12:  Uploaded documents in Floify will automatically sync to Shape via the record’s “Uploads” tab. Documents synced from Floify will have “Floify” as the Document Type and the title and comments will describe the document upload. * Please note, Floify document syncing updates once per hour. If you do not see documents immediately, please check back soon.

Step 12: Uploaded documents in Floify will automatically sync to Shape via the record’s “Uploads” tab. Documents synced from Floify will have “Floify” as the Document Type and the title and comments will describe the document upload. *Please note, Floify document syncing updates once per hour. If you do not see documents immediately, please check back soon.


Create Floify Automation in Shape

Once the Floify API Integration is connected, Shape will automatically pull all of the default Floify Milestones into the "Manage Statuses" settings page under title “Floify Loan Status.” When milestones are checked off within Floify, the corresponding Shape record is also updated with the same Milestone for tracking and automation purposes. Your Floify Milestone customizations will be added to your “Floify Loan Status” within Shape as Floify records enter Shape with those custom milestones.

The Floify Loan Status will auto-assign to all record types. It is recommended to remove “Realtors” and “Associates” from the record types by opening this status list and removing realtors and associates from the record types selected.

The Floify Loan Status will auto-assign to all record types. It is recommended to remove “Realtors” and “Associates” from the record types by opening this status list and removing realtors and associates from the record types selected.

Build additional automation into Shape via Triggers and Drip Campaigns when a milestone is checked-off within a Floify loan flow. The list of Floify Milestones into your “Manage Statuses” status lists within Shape will allow you to create custom automation within the “Manage Triggers” and “Drip Campaigns” settings pages.


Need More Help? Contact us at support@setshape.com