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!
About CardPointe
CardPointe is CardConnect's powerful payments portal that gives businesses the power to easily integrate, process and manage credit card payments. The CardPointe platform comes with a full suite of products including a Virtual Terminal, plug-and-play retail terminal, Hosted Payment Page, mobile app and device.
Users can easily manage all of their business's credit card transactions and perform actions like set up bill plans and manage PCI compliance by taking the PCI Self Assessment Questionnaire. Every transaction processed with CardPointe is protected by CardConnect's patented tokenization and PCI-validated point-to-point encryption (P2PE).
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
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
Summary
No key features associated with this application.
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
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.
FAQs
What is this service generally used for?
CardPointe is a powerful platform that allows businesses to simply and securely accept and manage credit card payments.
Who are the main user groups of this service?
CardConnect processes payments for businesses of all sizes. CardPointe is most often used by small to medium-sized organizations of all industry types.
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