Compare Tier1 Financial Solutions vs Floify

Tier1 Financial Solutions 12 Financial Services	Floify 48 Financial Services
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Crozscore 85% what is this? User Happiness: 100% Press Buzz: 38% User Trend: interest falling	Crozscore 93% what is this? User Happiness: 96% Press Buzz: 49% User Trend: interest falling
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About Tier1 Financial Solutions Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. Trusted by 20,000+ CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike.	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 TRACK: Clients, deals, emails, data, pipelines, progress, tasks COMMUNICATE: Engage the right people, build lasting relationships MOBILE: Stay connected anywhere, any time DATA: Security Industry-specific, battle tested security SHARED ACCESS: Collaborate easily, 360 client view INTEGRATE: Connect to the apps you already use daily AUTOMATE: Save time and effort ANALYTICS: Receive actionable insights and drive revenue	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 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 Does this service offer an API? Yes Does this service offer guides, tutorials and or customer support? Yes What is this service generally used for? Account and contact management, list management, event management, deal management, and prospecting. What platforms does this service support? Salesforce Who are the main user groups of this service? Salespeople, Traders, Research Analysts, Corporate Access, Event Coordinators, Conference Coordinators, Portfolio Managers, Investment Bankers, Prime Brokerage Specialists Does this service integrate with any other apps? Yes What are some applications this service is commonly used in tandem with? We have multiple product partners that we work with to connect our solutions. Does this service offer multi-user capability (e.g. teams)? 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: - Based in: - Employees: - Likes: Followers: 268	Vendor Information Founded: - Based in: - Employees: - Likes: Followers: 670
Other Who uses Tier1 Financial Solutions SMEs Enterprises Desktop Platforms: Web App Windows Macintosh Mobile Platforms: iOS Android Languages: English Regional Restrictions: No restrictions.	Other Who uses Floify Personal Freelance Startups Agencies Enterprises Desktop Platforms: Web App Windows Macintosh Mobile Platforms: iOS Android Languages: English Regional Restrictions: No restrictions.