Floify
vsMethod:CRM
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
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
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 one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
You shouldn’t count on exclusively a broad range of functionalities and flexible pricing from a reliable Sales Tools. Almost as significant as main features is a top-notch customer support. You want to ensure that if you have any questions about Floify or Method:CRM, or you face some problems, or perhaps you’ll want to request a certain change or feature beneficial to your company you can trust in a responsive and helpful customer support. See if options such as phone support, tickets or live chat are available. Additionally, it’s a significant advantage if you can profit from individual training or at least an FAQ you can use.
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