InfoFlo
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Mortgage Point-of-Sale
- Loan Document Management
- Business Rules
- Automated Borrower & Agent Communications
- Milestone Updates
- Deadlines & Notifications
- Agents & Stakeholders Notifications
- Office Collaboration
- Web-Based 1003 Loan Application
- Interview-Style Questionnaire
- Flexible & Adaptable Digital Application
- Integrated 1003 Loan Application
- Mobile Apps
- Integrations
Pricing Info
Pricing Info
Floify has three simple enterprise pricing options. You can choose to pay for your preferred plan monthly or prepay annually. The solution has a free trial that you can sign up for before you commit. Meanwhile, the inclusions of each package are outlined below.
Business Plan – $59/month or $588/year
- 1 Loan Officer or Support User
- Secure Borrower Portal
- Status & Mileage Updates
- Mobile Apps
- Borrower Electronic Consent
- White-labeled Templates
- Unlimited Storage
- Customizable Online 1003 Application
- Custom Fields, Layouts, Business Rules
- Progressive Web Apps
- Realtor/Referral Partner Portal
- On-demand Pre-approval Letters
- SMS/Text Notifications
- Custom HTML Email Signature
- Suite of Productivity Integrations
- Automated Asset & Income Verification
- Company Dashboard
Team Plan – $225/month or $2,100/year
- 1 Loan Officer + 4 Support Users
- Centralized Pipeline
- All inclusions of the Business Plan
Enterprise Plan – By quote
- Unlimited Users
- All Basic Features
- LOS Integration
- Disclosure Desk
- Advanced Compliance Controls
- Concierge Onboarding and Training
- Priority Support
- Dedicated Account Manager
Integrations
Integrations
Floify has both native and third-party integrations:
- Slack
- Dropbox
- Google Drie
- DocMagic
- DocuSign
- Tended Credit*Hi-Lite
- Hippo Insurance
- Clear Choice Credit
- Alliance2020
For the complete list, you can visit the website or speak with the support team.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
The Mortgage Pug
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A mortgage POS platform to streamline how borrowers access their loan from application to clear-to-close.
Company Email
sales@floify.com
Contact No.
Company's Address
Floify, LLC
1630A 30th St #120
Boulder, CO 80301
USA
Floify Comparisons
Popular Floify Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Synchronization (emails, notes, tasks, leads)
- Integrations
- Leads & opportunities tracking
- Email marketing & management
- Customized dashboard
- Customized document templates
- Contact management
- Notes management
- Email & calendar editors
- Social & online media management
- Secured information storage
- Collaboration tools
- Central data backup recovery
- Appointments and meetings tracking
- Document management
- Project management
- Advanced search
- Document scanning
- Calendar sharing
- Reporting & analytics tools
- Market automation
- Sales automation
- Campaign dashboard
- Campaign management
- Newsletter management
- Product catalog
- Contact scheduler
- Customer database
- Quote management
- Territory management
- Remote access
- Call center management
- Integrated customer service
- Knowledge base
Pricing Info
InfoFlo has three different product plans. InfloFlo Basic has a one-time cost per user so there are no monthly fees involved. You can purchase additional upgrades for each plan. There is a free trial available that allows you to test all the key functionalities as well. You can easily sign up for InfoFlo free trial here.
InfoFlo Basic
$99.00/user
- Contact management
- Relationship management
- Import Contacts
- Import Email
- Email Management
- Email Editor
- Document archiving
- Audio recording
- Calendar management
- Calendar editor
- Notes Management
- Microsoft and Google map integration
- Skype integration
- SIP softphone
- Virtual office
- Text to speech
- SQL support
- Data Recovery
InfoFlo PBX
All InfoFlo Basic features plus:
$19.99/month
- Shipping Weight: 1.1025lbs
InfoFlo Cloud Hosting
All InfoFlo Basic features plus:
$79.99/month
Integrations
Add-ons:
- Project Management
- Document Management
- Outlook Sync
- Document Templates
- Advanced Search
- Reporting
- Advanced Tasks
- Shared Calendar
- PBX Integration
- Email Marketing
- Document Scanner
- Card Scanner
- Office Server Sync
- InfoFlo Offline
- Email Analytics
- Google Sync
- QuickBooks Sync
- Advanced Permissions
- Document Auto Naming
- Call Recording
- Scheduled Backup
- Invoicing
In addition, InfoFlo integrates with the following systems and applications:
- Outlook or CSV in Outlook format
- Skype
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SolarVision, Gilman, Pope, Scribner & Robles, Cognyst International
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
InfoFlo is a software tool that lets you fully integrate and manage contacts and improve business relationships by efficiently tracking leads and creating a sales process. It is simple and easy to use. Also, it has additional modules for newsletter management, market automation, call center management, and many more.
Company Email
sales@carmelvision.com
Contact No.
Company's Address
241 Sheppard Avenue West Toronto,
ON Canada M2N 1N2
InfoFlo Comparisons
Popular InfoFlo Alternatives
You should keep in mind that even though both Floify and InfoFlo may provide an excellent set of features each app could be designed for a different business size. If you are comparing features you may want to give some attention to a company type they are meant for. Certain elements might scale up well for large enterprises but if you own a small or mid-sized business it’s frequently more sensible to avoid paying for advanced features that you might never actually use.
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