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.
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.
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.