Surfly Reviews & Ratings

Surfly

5.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Surfly?

Create engaging and fully compliant digital interactions on your platform without the need for code modifications or extra software installations. Surfly enables numerous AXA agents to speed up their sales by digitally mimicking the in-person selling process within their platform. Agents and customers can work together remotely to choose policies, electronically sign documents, and seamlessly start their first payments. Surfly Co-browsing is not only faster and more secure but also easier to use compared to conventional screen sharing tools like Zoom, Google Meet, or Microsoft Teams. It promotes effective, secure, and compliant two-way collaboration that surpasses what screen sharing can provide. Rather than managing multiple external applications like Zoom and DocuSign, everything can be handled within a single Surfly Session. You are able to upload, review, annotate, and electronically sign any document directly from your website or portal without any interruptions. Moreover, Surfly’s flexible solution functions smoothly without the need for integrations, acting as a virtual layer over your existing platforms to enhance user experience for everyone involved. This all-encompassing method streamlines the sales process and fosters a more unified interaction between agents and customers, ultimately leading to increased satisfaction and efficiency. By harnessing this innovative technology, businesses can ensure a more effective sales strategy that caters to the needs of both agents and clients.

What is ShortTrack?

Real estate professionals can conveniently place orders with a simple click in their software, ensuring a smooth transaction experience! Clients complete customized web forms, eSign documents, and this information seamlessly integrates with your software system. Additionally, it is important to ensure that your electronically signed documents are automatically connected to your title software. ShortTrack’s EasyDocs eliminates the need for re-entering data and reduces the cumbersome exchange of essential documents like information sheets and welcome letters. Sellers and buyers can easily complete their questionnaires via personalized web forms and use DocuSign for electronic signatures. ShortTrack then automatically uploads all data and documents into your title production software, creating a fully automated and secure workflow. With the increasing emphasis on cybersecurity for title agents, especially concerning wire instructions, it is vital to tackle the insecure email practices often employed by the real estate agents and attorneys you partner with. Fortunately, there is a robust solution available that not only enhances security but also streamlines communication, fostering a safer environment for all parties involved. This comprehensive approach not only safeguards sensitive information but also builds trust among clients and professionals alike.

Media

Media

Integrations Supported

AWS Marketplace
Amazon Connect
Intercom
JavaScript
NiCE CXone Mpower
Salesforce
Zendesk

Integrations Supported

AtClose
dotloop

API Availability

Has API

API Availability

Pricing Information

$26/per month
Enterprise pricing based on session minute bundles and not agent price
Free Version
Free Trial Offered?

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Surfly

Company Location

Netherlands

Company Website

www.surfly.com

Company Facts

Organization Name

ShortTrack

Date Founded

2012

Company Location

United States

Company Website

www.myshorttrack.com

Categories and Features

Co-Browsing

Not specified

Remote Desktop

Chat
File Transfer
Record Remote Sessions
User Management

Remote Support

File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

Categories and Features

Real Estate Agency

Calendar Management
Client Database
Commission Management
Contact Management
Contract Management
Lead Management
Property Database

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