SalesExec
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Power Dialing
- Pull Lead Dialing
- Local Presence
- Pre-recorded Voicemail
- Transfer Calls
- Sales Script
- Calendar
- Mobile Application
- Local Number Porting
- Call Distribution and Queue
- Call Capture
- Call Recordings
- Call Routing
- Configurable Sales Workflow
- Integration with Lead Providers
- Campaign Segmentation
- Roles and Permission Assignment
- Lead Management
- Email Marketing
- Text SMS
- Marketing Analytics
- Detailed Marketing Reports
- Sales Performance Reports
Pricing Info
Available pricing plans include all the core features of ClickPoint Lead Management. Upgrades depend on the dialing minutes that your team will need per month. The service provider also offers a 20 percent discount when you choose their annual billing plans.$65 Per Active User Per Month ($52, Billed Annually)
- No Calling Plan
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
$59 Per Active User Per Month ($46, Billed Annually)
- 5,000 Dialing Minutes Per Month
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
$55 Per Active User Per Month ($42, Billed Annually)
- 20,000 Dialing Minutes Per Month
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
$52 Per Active User Per Month ($39, Billed Annually)
- 70,000 Dialing Minutes Per Month
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
$49 Per Active User Per Month ($36, Billed Annually)
- 100,000 Dialing Minutes Per Month
- Outbound Dialing
- Call Routing
- Lead Management
- Marketing Automation
- Reporting and Metrics
- Data Migration and Import
- Dedicated Support
- Free Credits
Integrations
ClickPoint offers a standard REST API divided into ClickPoint Lead Management API and LeadExec API. That means it integrates seamlessly with third-party applications such as Zillow, LendingTree, Quinstreet, and more. The company also provides various integrations channels for developers. You can interact with the system and your data using the LeadExec Application Site, LeadExec Integration Site, and LeadExec TCPA Integration Site.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ServiceMaster, TruGreen, Union Bank
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
An all-in-one sales lead management application and communication platform that can help businesses see actual results within 30 days. Designed for sales teams operating in field offices and contact centers, SalesExec provides various communication channels from inbound call routing, outbound dialing, email, and text SMS to leverage any sales initiative.
Company Email
sales@clickpointsoftware.com
Contact No.
Company's Address
ClickPoint Software
5425 E. Bell Road, Suite 143
Scottsdale, Arizona 85254
USA
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All the data, details and reviews that we presented in this analysis were collected from official company pages, marketing content available online, actual experience from real customers as well as our personal direct use of every solution by a professional reviewer. We pay a lot of attention to comprehensively study every app, therefore we not only examine it internally, but we also compare our observations with views of other members from the B2B community.
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