Floify Integrations

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

Plaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over12,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Slack is a cloud-based service designed to improve collaboration on projects and facilitate communication within teams, specifically aiming to promote seamless interactions within businesses. It provides a comprehensive suite of tools and services all in one place, allowing for private channels that foster interaction among smaller groups, direct messaging to quickly convey information to colleagues, and public channels that facilitate conversations among members from various organizations. Compatible with multiple operating systems, including Mac, Windows, Android, and iOS, Slack offers an extensive range of features such as chat functions, file sharing, collaborative environments, instant notifications, two-way audio and video communication, screen sharing, document imaging, and activity tracking, among others. The platform's intuitive interface and diverse integration capabilities contribute to its popularity among teams striving to boost their productivity and enhance communication. Furthermore, users appreciate Slack's ability to streamline workflows and keep everyone connected, making it an essential tool for modern workplaces.

Dropbox Business goes beyond just providing secure file storage; it creates a versatile workspace that seamlessly unites teams, tools, and content. Users are enabled to create, store, and share their cloud content across a variety of applications, which includes Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, in addition to traditional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based resources are consolidated, allowing for easy access to PowerPoint presentations alongside Google Docs, Trello boards, and other tools your team may use. Whether you're using a computer, mobile device, or a web browser, accessing your team's collaborative work is simple and efficient. By integrating platforms like Slack and Zoom, your team's files and discussions can be kept organized in one central location. Furthermore, the smart suggestions for files and folders enhance your team's ability to access critical content when it’s needed most. A strong and secure infrastructure, combined with administrative tools that provide enhanced control and visibility, ensures that your organization’s data remains safeguarded within Dropbox. This all-encompassing approach not only increases productivity but also nurtures collaboration among team members, significantly improving overall effectiveness. Ultimately, Dropbox Business is designed to adapt and grow with your team’s needs, making it an invaluable asset for modern workplaces.

Store, sign, and secure your documents on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle.

DocuSign is a versatile electronic signature platform that enables organizations of any scale to send, sign, and manage contracts and agreements conveniently from any device, at any time, and from any location. With a robust user base exceeding 250,000 companies across 188 nations, it supports the signing of diverse document types, such as school permission slips, business contracts, and various agreements. The platform accommodates multiple languages, ensuring accessibility for a global audience, and features a user-friendly mobile application compatible with Android, iOS, and Windows devices. Additionally, DocuSign provides a digital notarization service, empowering Notary Publics to electronically witness and sign documents, thus enhancing the efficiency of notarization processes for organizations. This seamless integration of electronic signatures and notarization makes DocuSign a comprehensive solution for modern document management needs.

Effortlessly access, share, and store your files across various devices. You can start with a complimentary 15 GB of storage. Drive Enterprise charges companies based only on the actual storage used by their employees. It seamlessly integrates Google Docs, Sheets, and Slides, while also ensuring compatibility with Microsoft Office for a hassle-free user experience. Safeguard your photos, narratives, designs, recordings, videos, and more. With a Google Account, the initial 15 GB of storage is available at no cost. Files saved in Drive are accessible from any smartphone, tablet, or computer, meaning your documents can travel with you wherever you go. You can conveniently invite others to view, download, and collaborate on your files without the inconvenience of email attachments. Start your cloud storage journey with Drive for free today and enjoy the ease and flexibility it offers. With Drive, managing your files becomes an effortless part of your daily routine.

Microsoft Azure is a dynamic cloud computing platform designed to streamline the development, testing, and management of applications with speed and security. By leveraging Azure, you can creatively turn your ideas into effective solutions, taking advantage of more than 100 services that support building, deploying, and managing applications across various environments such as the cloud, on-premises, or at the edge, all while using your preferred tools and frameworks. The ongoing innovations from Microsoft ensure that your current development requirements are met while also setting the stage for your future product goals. With a strong commitment to open-source values and support for all programming languages and frameworks, Azure grants you the flexibility to create and deploy in a manner that best fits your needs. Whether your infrastructure is on-premises, cloud-based, or edge-focused, Azure is equipped to evolve alongside your existing setup. It also provides specialized services for hybrid cloud frameworks, allowing for smooth integration and effective management. Security is a key pillar of Azure, underpinned by a skilled team and proactive compliance strategies that are trusted by a wide range of organizations, including enterprises, governments, and startups. With Azure, you gain a dependable cloud solution, supported by outstanding performance metrics that confirm its reliability. Furthermore, this platform not only addresses your immediate requirements but also prepares you for the future's dynamic challenges while fostering a culture of innovation and growth.

Surefire CRM, developed by Top of Mind Networks, stands as the leading marketing automation and creative content platform specifically designed for the mortgage sector. This innovative solution empowers mortgage professionals, ranging from solo agents to large corporate lenders, to attract new clients, secure repeat business, and generate referrals. By utilizing user-friendly workflows and award-winning content, these professionals can easily nurture and enhance their emotional connections with clients. Available services include: - Automated SMS and email marketing - Efficient lead distribution and management - Tailored video marketing solutions - Access to a curated library filled with award-winning content - Integration capabilities with various LOS/POS and PPE software systems - Plus a wide array of additional features designed to optimize marketing efforts. With such comprehensive tools at their disposal, mortgage professionals can elevate their marketing strategies and achieve greater success in their endeavors.

BluMortgage stands out as the premier CRM solution designed specifically for mortgage brokers, offering ready-to-use email campaigns to improve client communication. This platform streamlines the application process, adeptly managing the complexities involved in mortgage brokering. The importance of client relationships in this field cannot be overstated, and BluMortgage provides essential tools to nurture these connections not only during the application process but also long after a deal is completed. With its customizable drip campaigns, it is simple to extend greetings for significant events such as birthdays, anniversaries, and contract renewals. In addition, the comprehensive reporting features allow brokers to identify opportunities for refinancing or upselling. The CRM's ability to generate reports based on various activities gives users critical insights into their productivity and performance metrics. By ensuring that the entire team operates in sync, the centralized tracking capabilities make it easy to oversee notes, tasks, outstanding conditions, and emails. This powerful system is crafted to boost both efficiency and client satisfaction within the mortgage sector. Ultimately, using BluMortgage means empowering brokers to build lasting relationships and optimize their business practices effectively.

For the first time, the history of rental payments from your borrower can play a crucial role in their path to owning a home. Utilize our verification of asset (VOA) report, which provides a full year of rent payment history at no additional cost, to unlock new possibilities. As a pioneer in the realm of digital asset verification, AccountChek has dedicated over ten years to helping borrowers navigate the often cumbersome paperwork associated with loan approval processes. By allowing borrowers to send their financial details directly to lenders in a manner that is easily digestible for underwriters, we help to minimize delays, reduce the chances of human error, and lower the risk of fraudulent activities. With access to up-to-date information regarding borrowers' assets, income, and employment, lenders can make more informed credit decisions, thereby enhancing financial inclusion by offering alternatives to traditional credit scoring. This groundbreaking method not only simplifies the lending process but also creates pathways for a wider variety of borrowers to realize their homeownership aspirations, ultimately contributing to a more equitable housing market. By leveraging these tools, both lenders and borrowers can work together towards a brighter future in homeownership.

Shifting to a completely digital system can help eliminate expenses linked with expensive third-party imaging services. This document imaging solution comes equipped with a range of functionalities, including annotations, indexing, stacking, and direct delivery to investors. It allows both retail and wholesale originators to kick off loan applications, track their developments, submit credit requests, conduct DU and LP, and upload essential documents through a web interface, effectively optimizing the workflow to satisfy requirements quickly. With BytePro’s automated task distribution, monitoring, and analytics, you can stay organized and ensure that critical tasks are not overlooked. Tailor BytePro to meet your organization’s unique needs by designing custom fields, screens, and documents. Reduce wait times by enabling multiple users to work on the same loan file at the same time. Obtain a snapshot of your organization’s current performance easily, and generate tailored management reports with minimal effort. Additionally, bolster your security protocols by integrating compliance and fraud checks that can be automatically triggered by any alterations in loan status, thereby mitigating unnecessary risks. In this manner, you can enhance your operational efficiency while ensuring a strong framework of oversight and responsibility is maintained throughout the process. With these features, your organization can not only save costs but also improve overall productivity.

Our innovative digital solutions aim to enhance the mortgage experience at every phase of the journey. These tools are tailored for a diverse range of users, including investors, lenders, settlement service providers, and borrowers alike. A standout feature is our streamlined digital platform, which offers a seamless, efficient, compliant, and entirely paperless environment for eClosings. This approach not only boosts data integrity and document accuracy but also enables loans to be finalized more quickly with reduced errors and omissions. Users can conveniently eSign or eNotarize documents from virtually anywhere, ensuring greater control and accountability throughout the mortgage loan process. Maintaining continuous compliance can significantly influence tolerance levels, calculation reconciliations, and mitigate potential RESPA and TRID issues. The era of digital mortgages has arrived—empower your borrowers by utilizing their smartphones to keep them actively engaged throughout the loan process, thereby enhancing their overall experience. This engagement not only improves satisfaction but also fosters a more efficient workflow for all parties involved.