Floify Integrations

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Slack is a cloud-based platform that enhances project collaboration and team communication, specifically tailored to foster smooth interaction within organizations. With a robust suite of tools and services unified in one platform, Slack allows for private channels that encourage engagement among smaller groups, direct messaging options for sending information straight to coworkers, and public channels that invite discussions among members from different organizations. Accessible on various operating systems including Mac, Windows, Android, and iOS, Slack boasts a wide array of features such as chat capabilities, file sharing, collaborative workspaces, instant notifications, two-way audio and video calls, screen sharing, document imaging, and activity tracking, among other functionalities. Additionally, its user-friendly interface and versatile integration options make it a popular choice for teams seeking to enhance their productivity and communication effectiveness.

Collaborate securely with anyone, from anywhere, using any device. Safeguarding your confidential files in the cloud is paramount, which is why we have implemented sophisticated security measures, smart threat detection, and comprehensive information governance. However, we understand that your requirements extend beyond these essentials. Need strict data privacy? Absolutely. Want data residency? Of course. Concerned about industry compliance? We've got that covered too. Your organization thrives on collaboration among a diverse group of individuals, including teammates, customers, partners, and vendors. Ensure everyone is aligned with a unified platform that facilitates easy collaboration on your most crucial content. Ultimately, you deserve to share files without encountering frustration, all while enjoying the assurance that your data is secure. Engaging in tedious, manual processes can drain hours from your workday. That's why we empower anyone to automate the repetitive workflows essential to your operations, such as HR onboarding and managing contracts and digital assets. As workflows accelerate, you gain more time to focus on what truly matters, enhancing productivity and efficiency across your team. By streamlining these processes, you can foster a more dynamic and responsive work environment.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Access, share, and store your files effortlessly across any device. Enjoy the initial 15 GB of storage at no cost. With Drive Enterprise, companies are billed solely for the actual storage their employees consume. It includes Google Docs, Sheets, and Slides, ensuring compatibility with Microsoft Office for a smooth experience. Preserve your photos, stories, designs, recordings, videos, and much more. The first 15 GB of storage is complimentary with a Google Account. Files stored in Drive can be accessed from any smartphone, tablet, or computer, allowing your documents to accompany you wherever you venture. You can easily invite others to view, download, and collaborate on your files—all without the hassle of email attachments. Begin your journey with Drive for free today and experience the convenience of cloud storage.

Microsoft Azure serves as a versatile cloud computing platform that facilitates swift and secure development, testing, and management of applications. With Azure, you can innovate purposefully, transforming your concepts into actionable solutions through access to over 100 services that enable you to build, deploy, and manage applications in various environments—be it in the cloud, on-premises, or at the edge—utilizing your preferred tools and frameworks. The continuous advancements from Microsoft empower your current development needs while also aligning with your future product aspirations. Committed to open-source principles and accommodating all programming languages and frameworks, Azure allows you the freedom to build in your desired manner and deploy wherever it suits you best. Whether you're operating on-premises, in the cloud, or at the edge, Azure is ready to adapt to your current setup. Additionally, it offers services tailored for hybrid cloud environments, enabling seamless integration and management. Security is a foundational aspect, reinforced by a team of experts and proactive compliance measures that are trusted by enterprises, governments, and startups alike. Ultimately, Azure represents a reliable cloud solution, backed by impressive performance metrics that validate its trustworthiness. This platform not only meets your needs today but also equips you for the evolving challenges of tomorrow.

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

The top-rated CRM specifically designed for mortgage brokers is BluMortgage, which enhances client communication through pre-designed email campaigns. By simplifying the application pipeline, BluMortgage effectively manages the intricate tasks faced by mortgage brokers. For brokers, nurturing client relationships is paramount, and BluMortgage equips them with essential tools to foster these connections throughout the application journey and beyond. Its pre-arranged drip campaigns ensure that important dates like birthdays, anniversaries, and renewal reminders are not overlooked, facilitating ongoing engagement. Additionally, advanced reporting features help brokers pinpoint potential refinance or upsell opportunities. By utilizing CRM activity reports, users can extract vital insights into productivity trends. To maintain alignment across the team, BluMortgage offers centralized tracking, allowing users to monitor notes, tasks, outstanding conditions, and email communications efficiently. This comprehensive approach not only streamlines operations but also enhances overall client satisfaction and retention. Ultimately, BluMortgage serves as an indispensable ally for mortgage brokers aiming to thrive in a competitive market.

For the first time, the rental payment history of your borrower can facilitate their journey to homeownership. Take advantage of our verification of asset (VOA) report, which includes an entire year of rent payment history at no extra charge, to create new opportunities. As a leader in digital asset verification, AccountChek has spent over a decade assisting borrowers in bypassing the tedious paperwork often required for loan qualifications. Borrowers can transmit their financial information directly to lenders in a format that is friendly to underwriters, minimizing delays, reducing human errors, and lowering the risk of fraud. Access to real-time data on borrowers' assets, income, and employment leads to more informed credit decisions while also supporting financial inclusion by providing lenders with alternatives to conventional credit scoring methods. This innovative approach not only streamlines the process but also fosters opportunities for a diverse range of borrowers to achieve their homeownership dreams.

Transition to a paperless system to cut costs associated with costly third-party imaging solutions. This document imaging platform offers various features such as annotations, indexing, stacking, and delivery to investors. Enable your retail and wholesale originators to initiate loan applications, monitor their progress, request credit, execute DU and LP, and upload necessary documents directly through a web browser, streamlining the process to meet conditions efficiently. With BytePro’s automated task assignment, tracking, and metrics, you can maintain organization and ensure no essential tasks are missed. Customize BytePro to fit your organization’s specifications by creating your own fields, screens, and documents. Minimize delays by permitting multiple users to collaboratively edit the same loan file simultaneously. Get a quick overview of your business's current status, and effortlessly generate personalized management reports with just a few clicks. Furthermore, enhance your security measures by implementing compliance and fraud checks that can be set to run automatically whenever there is a change in loan status, thus reducing unnecessary exposure to risks. This way, you can streamline operations while maintaining a high level of oversight and accountability.

Our digital solutions are designed to improve the mortgage process at all stages. They can be used by investors, lenders, settlement service providers, investors, and borrowers. One digital platform that is seamless, efficient, compliant, and completely paperless for eClosings. Increase data integrity and document integrity Loans are closed faster with fewer errors and omissions. You can eSign or eNotarize documents anywhere. Greater control and accountability throughout the mortgage loan process. Continuous compliance can affect tolerance levels, calculation reconciliation, potential RESPA violations, and TRID issues. The digital mortgage is here - use your borrower's smart phone to keep them engaged throughout loan process.