Pipedrive
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
- Sales pipeline view
- Lead generation tools
- Workflow automation
- Built-in caller function
- Product feature
- Smart Docs
- Scheduler
- eSignatures
- Email integration
- Goal setting and reporting
- Contact history
- Contact Data
- Merge Duplicates
- Google Calendar and contacts integration
- API
- Mobile apps
- Fully customizable
- Roles and organizational hierarchy
- Multi-language
- 24/7 support
- Timeline view
- Sales reporting
- Google Apps integration
- Email tracking
- Google Maps integration
- Powerful API
- Multi-language and multi-currency
- Data import and export
Pricing Info
Pipedrive is available in four SMB and Ultimate pricing plans. All payment plans offer a free 14-day trial. The following paid plans are available:
Lite – $24/seat/month ($14 billed annually)
-
Lead, calendar, and pipeline management
-
Seamless data import and 400+ integrations
-
Activity, deal, and contact reports
-
Personalized onboarding
Growth – $49/seat/month ($39 billed annually)
-
Lite plan +
-
Full email sync with tracking
-
Automations and nurturing sequences
-
Subscriptions and forecast reports
-
Meeting scheduler and contacts timeline
-
Live chat support
Premium – $79/seat/month ($49 billed annually)
-
Growth plan +
-
Lead generation and routing
-
Custom scoring and company data enrichment
-
AI-powered multi-email tools
-
Contracts and e-signatures
-
Enhanced customization for teams, reports and data fields
Ultimate – $99/seat/month ($79 billed annually)
-
Premium plan +
-
Fortified account security with rules and alerts
-
Phone and email data enrichment
-
Maximized usage limits
-
Sandbox testing account
Integrations
Pipedrive integrates with over 300 apps. More information here: https://www.pipedrive.com/en/marketplace/apps
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SkyAnalytics, Contactzilla, Iterable, MaxwellHealth
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
Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.
Company Email
team@pipedrive.com
Company's Address
460 Park Ave South
New York, NY 10016
USA
Pipedrive Comparisons
Popular Pipedrive Alternatives
No Sales Tools will be perfect enough to cater to all the needs of a specific team. Though main features of Floify and Pipedrive are obviously a priority you should also carefully study the integrations provided by a given product. In many cases you will already be working with various kinds of B2B software in your company and it’s definitely better to opt for apps that integrate well with each other. With that approach you will be able to ensure a reliable exchange of data between your teams and software used, which can significantly reduce time devoted to migrating between one product and the other.
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