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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 BNTouch Mortgage CRM?

BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers. Key features include: - Automated SMS and email marketing campaigns - Efficient lead distribution and management - Over 35 unique mortgage tools - A digital 1003 application - Ready-to-use marketing collateral - Tailored video marketing solutions - Curated content for social media platforms - Integration capabilities with LOS, Outlook, Zapier, and more - Plus many additional features Don't hesitate to reach out to us today!

Media

Media

Integrations Supported

BluMortgage
BytePro
DocMagic
Dropbox
FormFree
Google Drive
Microsoft Azure
Salesforce
Shape Software
Surefire CRM

Integrations Supported

Agent Legend
BoldLeads
Calyx Point
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
Sales Boomerang
TrustEngine
Zapier

API Availability

API Availability

Has API

Pricing Information

$79 per user per month
Free Trial Offered?

Pricing Information

$69
We've got packages for individual loan officers, mortgage offices of full mortgage corporations. Price breaks for more users.

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Floify

Date Founded

2013

Company Location

United States

Company Website

floify.com

Company Facts

Organization Name

BNTouch Mortgage CRM

Date Founded

2004

Company Location

United States

Company Website

bntouch.com

Categories and Features

Document Collection

Not specified

Mortgage and Loans

Commercial Mortgages
Document Management
Electronic Applications
Government Loans
Loan Origination
Pipeline Management
Pre-Qualification
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

Email Marketing

A/B Testing
Auto-Responders
Customer Surveys
Drip Campaigns
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Loan Servicing

Loan Processing

Mortgage and Loans

Client Database
Commercial Mortgages
Contact Management
Document Management
Electronic Applications
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Sales Tracking

Not specified

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