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Compare Floify vs InfoFlo

What is better Floify or InfoFlo? Purchasing the suitable Sales Software product is as straightforward as evaluating the good and poor characteristics and terms offered by Floify and InfoFlo. Here you can also match their general scores: 8.7 for Floify vs. 9.1 for InfoFlo. Or you can look at their general user satisfaction rating, 100% for Floify vs. 100% for InfoFlo.

We suggest that you spend some time to analyze their differences and figure out which one is the better option for your organization. Likewise, keep in mind to take into account your company’s or industry’s unique case, such as, a multilingual solution for a global staff or a mobile platform to help you work on the go.

Our team put a lot of effort to review all popular POS Software products that you can find out there, but among them these three deserved our special attention: Square, Vend, Toast POS.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.7

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $59

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

The Mortgage Pug

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.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

Popular Alternatives

Product Name
Score

NOAWARDS
YET

SmartScore™

OUR SCORE 9.1

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $99

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

SolarVision, Gilman, Pope, Scribner & Robles, Cognyst International

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
  • Twitter
  • Facebook
  • Skype
  • LinkedIn

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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.

Company Email

sales@carmelvision.com

Contact No.

Company's Address

241 Sheppard Avenue West Toronto,
ON Canada M2N 1N2

In case you continue having doubts about which software will be best for your business it might be a sensible idea to investigate each service’s social metrics. These metrics are frequently a sign of how popular a given solution is and how extensive is its online presence. For example Floify Twitter account has currently 580 followers. At the same time InfoFlo Twitter is followed by 1404 people.

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