Floify Pre-Approval Letters for Real Estate Agents and Partners

As a Real Estate agent, you know how important it is to be able to produce a Pre-Approval letter on the go.  With Floify, we’ve got just the program you need to be able to do just that.

How to create a Pre-Approval letter in Floify from your PC or mobile device.

Once a Floify account has been created for a client and you’ve been selected as the Real Estate Agent/Partner, you will receive an email and a text notifying you that you’ve been added to that client’s mortgage flow. Below, you will find the step-by-step instructions on how to create a Pre-Approval letter in Floify from your PC or mobile device.

How to create a Pre-Approval letter on your PC


1. To start observing the mortgage process, log in to your Floify account.

Once you receive an email notifying you that you’ve been added to a client’s mortgage flow,  click on the link in red to start the process.
If it is your first time, it will prompt you to create a password. Your email address is your username.

2. Make Pre-Approval Letter.

To begin, click the “Pre-Approval Letter” button found in the top right corner.
You will be directed to a blank form. Fill in the necessary information – actual sales price, actual down payment, etc. When finished, select the “Make Pre-Approval Letter” at the bottom of the form.

3. View and/or download the Pre-Approval letter.
To view the Pre-Approval letter, click on the eye.
To download the Pre-Approval letter so you can email it to your client, click on the downward arrow.

How to create a Pre-Approval letter on your mobile device.


1. To start observing the mortgage process, log in to your Floify account.
Once you receive a text notifying you that you’ve been added to a client’s mortgage flow, click on the link provided to start the process.
If it is your first time, it will prompt you to create a password. Your email address is your username. If you are a returning user, you will enter your username and password to log in.

2. Make Pre-Approval Letter.
To begin, click the blue “Pre-Approval Letter” button.

You will be directed to a blank form. Fill in the necessary information – actual sales price, actual down payment, etc. When finished, select the “Make Pre-Approval Letter” at the bottom of the form.



3. View and/or download the Pre-Approval letter.
To view the Pre-Approval letter, click on the eye icon. To download the Pre-Approval letter, click on the downward arrow.


To text or email the Pre-Approval letter to your client, select the download/upload icon on your mobile device and follow the appropriate prompts.