Our API library consists of building blocks adaptable for every business wanting to build their own Robo-advisor solution - be it new or existing. It consists of a wide range of Robo capabilities from onboarding, risk profiling to portfolio analysis.
The ready to use modules are constantly maturing with the latest technology to provide a full spectrum of capabilities.
Calculators - Calculate your retirement goals, house costings, child’s education and more
Rebalancing - Provide recommendations to improve portfolio performance when there is a drift due to the market movement
Graphs - Compute the projections of portfolios and goals within a specified period based on financial market and country data
Health Checks - Track goals and provide recommendations on how to allocate money across multiple goals
Country - Display general information pertaining to the countries such as dialing codes, currency codes, country flags and more
About Floify
Designed for loan originators and mortgage professionals, Floify is the mortgage industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Request a free demo today - plans start at $29/month!
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Summary
Wealth Management API
Retirement Goal Helper
Child's Education Goal Helper
House Goal Helper
Portfolio Projection
Portfolio Healthcheck
People Like You Investment Insight
Stock Data
Country Financial Data
Portfolio Builder
Summary
Integrations with more than 50 credit reporting agencies, 5 LOS providers, and 3 eSignature/disclosure vendors
Automated email/text status updates for borrowers, real estate agents, and partners
Intuitive document portal with unlimited storage
Mobile optimized, customizable, and embeddable interview-style 1003 mortgage application
Pricing
Basic
Free
Included in plan:
5,000 API calls/month
Approximately 100 users*
Startup
$1,000.00
1000 users per month
Included in plan:
50,000 API calls/month
Approximately 1000 users*
Fast Loading Speed
Corporate
unlimited user(s) / month
Included in plan:
Customised no. of API calls/month
Unlimited users*
Fast Loading Speed
Dedicated Support
Development Assistance
Pricing
Enterprise
Fully customized to meet the unique needs of your mortgage business.
Included in plan:
Secure Borrower Portal
Status and Milestone Updates via Email and Smartphone Apps
Mobile Apps for Android and Apple Devices
Borrower eConsent
White-labeled Templates
Unlimited Storage
Customizable, Online 1003 Application with Authorization to Pull Credit and Consent for eSignature
Custom Fields, Layouts, and 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 and Income Verification
Company Dashboard
Team
$250.00
1 user(s) / month
Included in plan:
Secure Borrower Portal
Status and Milestone Updates via Email and Smartphone Apps
Mobile Apps for Android and Apple Devices
Borrower eConsent
White-labeled Templates
Unlimited Storage
Customizable, Online 1003 Application with Authorization to Pull Credit and Consent for eSignature
Custom Fields, Layouts, and 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 and Income Verification
Company Dashboard
Business
$79.00
1 user(s) / month
Included in plan:
Secure Borrower Portal
Status and Milestone Updates via Email and Smartphone Apps
Mobile Apps for Android and Apple Devices
Borrower eConsent
White-labeled Templates
Unlimited Storage
FAQs
What are some applications this service is commonly used in tandem with?
Transaction broker API like APEX and SAXO.
Who are the main user groups of this service?
Robo advisory provider.
Does this service offer multi-user capability (e.g. teams)?
No.
What is this service generally used for?
To build a goal based wealth management platform.
Does this service offer guides, tutorials and or customer support?
Yes.
Does this service offer an API?
Yes.
FAQs
Who are the main user groups of this service?
Loan originators and other mortgage professionals.
What is this service generally used for?
Streamlining the mortgage origination process.
Vendor Information
Founded:
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Based in:
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Employees:
-
Likes:
Followers:
673
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
670
Other
Who uses Bambu API Library
Personal
Startups
SMEs
Agencies
Enterprises
Desktop Platforms:
Web App
Languages:
English, German, French, Portuguese, Arabic, Vietnamese, Malayalam, Thai, Chinese