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 Redvision Tech
RED Vision Computer Technologies Pvt. Ltd., Offering B2B application services since 2006 to help organization & IFA to exceed their technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance.
We offer a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management Software ERP system which is currently used by more than 2500+ CFPs and MF Advisors across 400+ cities in India who are providing professional advisory services to 25,00,000+ satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India's largest Wealth management software providers in India, other product ranges from financial website development, Financial tickers & Financial Planning software. With diverse implementation exposures, REDVision Technologies has good grasp over Financial Domain & Technologies and quality implementations are mandatory for us.
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 platforms does this service support?
Windows, Mac, iPhone, Andriod
What is this service generally used for?
It is used to provide wealth management back office for Financial Advisors.
What are some applications this service is commonly used in tandem with?
Microsoft Excel
Adobe PDF
Microsoft Word
Microsoft Outlook
Does this service offer an API?
Yes this financial Planning Software Offers API Service
Who are the main user groups of this service?
Financial Advisors and Wealth Management professionals like IFA, RIAs, MFDs. and their Investors.
Does this service integrate with any other apps?
Yes
* NSE N MF II
* BSE Star MF
* Morningstar Advisor Workstation
* Value Express Analytics
* Omnimax Financial Planning
Does this service offer multi-user capability (e.g. teams)?
Yes this financial planning software for distributors in India offers Multi-User Capability.
Does this service offer guides, tutorials and or customer support?
Yes REDVision Tech Software for Financial Advisors Offers all guides and 24*7 tech support.
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