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Description
Floify is a point-of-sale system that's ideal for mortgage professionals and loan originators. It streamlines the loan process by providing a secure communication channel and document portal between the borrower and the lender.
Floify is used by loan originators to accept loan applications, verify borrower documentation, track loan progress and communicate with borrowers and agents to close loans faster. To learn more, schedule a live demo.
Description
Understand your customers' current positions in their journey and identify their next steps to secure lifelong borrowers. Sales Boomerang delivers vital borrower insights to numerous top-tier lenders across the industry spectrum. Our software as a service platform streamlines the process of generating qualified leads within your existing CRM while also monetizing the valuable data housed therein. This innovative tool transforms your mortgage lending operation into a hub of customer success by ensuring your team is strategically positioned to engage at optimal moments. By leveraging extensive data and advanced machine learning, Sales Boomerang sends loan officers timely automated notifications regarding significant events like mortgage inquiries, credit score changes, increased equity, and other critical life milestones. Furthermore, this solution integrates customer analytics with engagement automation and borrower intelligence, guaranteeing that your teams connect with customers at precisely the right moments throughout their journey. In doing so, it fosters deeper relationships and enhances overall customer satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
BNTouch Mortgage CRM
No
BluMortgage
Yes
Box
Yes
BytePro
Yes
Cimmaron Mortgage Manager
No
DocMagic
Yes
Docusign
Yes
Dropbox
Yes
Google Drive
Yes
Integrations
Salesforce
Yes
BNTouch Mortgage CRM
Yes
BluMortgage
No
Box
No
BytePro
No
Cimmaron Mortgage Manager
Yes
DocMagic
No
Docusign
No
Dropbox
No
Google Drive
No
Pricing Details
$79 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Floify
Founded
2013
Country
United States
Website
floify.com
Vendor Details
Company Name
TrustEngine
Founded
2022
Country
United States
Website
trustengine.com/sales-boomerang/
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
Yes
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
Yes
Electronic Applications
Yes
Government Loans
Yes
Loan Origination
Yes
Loan Servicing
No
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
No
Residential Mortgages
Yes
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
