Floify Connection

Connects your agent to Floify for mortgage point-of-sale data. Track borrower portal activity, document collection progress, task completion, and application status. Read-only access.

Authentication

API key.

• api_key — Floify API key from Settings > Integrations
• team_id — Your Floify team ID

Endpoints

Flows (Loan Applications)

• GET /api/v1/flows — List flows (applications) with status and loan officer
• GET /api/v1/flows/{id} — Get flow detail with borrower info and progress

Documents

• GET /api/v1/flows/{id}/documents — List requested and uploaded documents
• GET /api/v1/flows/{id}/documents/{docId}/status — Get document review status

Tasks

• GET /api/v1/flows/{id}/tasks — List borrower tasks with completion status
• GET /api/v1/flows/{id}/activity — Get borrower portal activity log

Borrowers

• GET /api/v1/borrowers — Search borrowers by name or email

Rules

• Rate limit: 60 requests/minute
• Read-only — no write operations through the API
• The agent tracks document collection rate (uploaded vs requested)
• Borrower PII (SSN, DOB) is never included in agent responses
• The agent flags stale applications (no borrower activity in >5 days)