Compare CardPointe vs DealCloud vs Floify

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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).

About DealCloud

DealCloud is a pioneer in M&A software. The Company was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors. DealCloud is well known for their client service and the team takes great pride in the delivery of the platform and the strength of their relationships with clients. DealCloud understands the pace of deal execution and is committed to working at the same cadence as their clients to deliver fast and accurate outcomes. The team is fully committed to the success of their clients.

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

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

    No key features associated with this application.

Summary

    No key features associated with this application.

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

Team

$225.00
5 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

$49.00
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

Basics

$29.00
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 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.

FAQs

    Does this service offer an API?
  • Yes, the DealCloud platform has an API.

  • What are some applications this service is commonly used in tandem with?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service integrate with any other apps?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, the DealCloud platform has a user online university which include tutorials and FAQs. In addition there is a certified platform trainer available for on-site training. As well as costumer support and an account management team to address any additional inquiries.

  • Who are the main user groups of this service?
  • Deal professional, such as investors and advisors leverage DealCloud's deal management platform, data, and exceptional capital market expertise to power their deal teams to consistently higher levels of performance.

  • What is this service generally used for?
  • To help deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies on a single platform.

  • What platforms does this service support?
  • DealCloud is supported by Apple/app store and Microsoft.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the DealCloud platform offers multi-user capabilities.

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:
King of Prussia
Employees:
201-500
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
872
Followers:
587

Other

Who uses CardPointe
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses DealCloud
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • 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.
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