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What is Floify?

Floify serves as an effective point-of-sale solution tailored for those in the mortgage industry, particularly loan originators. This platform enhances the loan process by offering a safe communication avenue and a document portal that connects borrowers with lenders seamlessly. Loan originators utilize Floify to handle loan applications, confirm borrower documentation, monitor loan status, and engage with both borrowers and agents, facilitating quicker loan closings. For further insights into its features, consider arranging a live demonstration. Additionally, exploring Floify could significantly improve the efficiency of your loan processing activities.

What is Aidium?

Aidium stands out as the leading all-inclusive CRM solution specifically designed for mortgage professionals, empowering you to optimize your operations, close more deals, and enhance your ROI. Transform your loan origination process by leveraging Aidium's advanced lead conversion software, which is designed to refine your lead management efforts, nurture potential clients, and convert a greater volume of leads into successful mortgage transactions. With the automation features of Aidium's mortgage CRM, you can simplify your workflows, improve client interactions, and increase lead conversion rates through intelligent automation and insights derived from data analysis. The marketing tools offered by Aidium are comprehensive and effective, boosting your lead generation strategies and encouraging client engagement, which in turn elevates your conversion rates and grows your mortgage portfolio. Your whole team can keep an eye on the sales pipeline and engage with prospects when needed, all while tracking interactions seamlessly within a single, intuitive interface. This collaborative framework not only strengthens communication among team members but also fosters a more unified approach to managing client relationships, ultimately driving better performance and results. Additionally, such a system encourages a proactive approach to client management, ensuring no opportunity is overlooked.

Media

Media

Integrations Supported

BluMortgage
BoomTown
BytePro
Dropbox
Encompass
Facebook
FormFree
Gmail
Google Drive
LeadMailbox
LendingPad
Microsoft Azure
OSE
Plaid
Shape Software
Surefire CRM
Zapier
Zillow
leadpops
realtor.com

Integrations Supported

BluMortgage
BoomTown
BytePro
Dropbox
Encompass
Facebook
FormFree
Gmail
Google Drive
LeadMailbox
LendingPad
Microsoft Azure
OSE
Plaid
Shape Software
Surefire CRM
Zapier
Zillow
leadpops
realtor.com

API Availability

Has API

API Availability

Has API

Pricing Information

$79 per user per month
Free Trial Offered?
Free Version

Pricing Information

$79 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Floify

Date Founded

2013

Company Location

United States

Company Website

floify.com

Company Facts

Organization Name

Aidium

Date Founded

2019

Company Location

United States

Company Website

thinkaidium.com

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Popular Alternatives

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Continuity Programs