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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 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!

About Smartkarma

Smartkarma is Asia’s largest provider of independent research, with over hundreds of analysts writing on thousands of companies across Asian and European markets. Its cloud-based platform connects independent investment research providers to institutional asset managers, such as sovereign wealth funds, hedge funds, pension funds, boutiques and family offices.

Many of the world’s leading institutional investors subscribe to Smartkarma’s innovative network for its quality up-to-the-minute reports and real-time discussions. The network continues to grow as Smartkarma bolsters its offering - i.e. Premium Services allows asset managers to more deeply engage with independent research providers and C-Suite will soon help corporates monitor shareholder interest, promote research coverage, and streamline investor relations workflow.

Smartkarma’s success has led to a quick expansion from the Singapore Global Headquarters to Hong Kong, Frankfurt, London and New York. Sequoia Capital, a world-leading technology venture capital firm, recently joined Wavemaker Partners, Jungle Ventures, and Spring Seed in ensuring Smartkarma’s further growth by providing Series B funding, bringing the total equity investment in Smartkarma to USD 21 million.

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

  • 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

  • Smartkarma’s unique platform has been built to unite the fragmented research industry, empowering investors & research analysts to collectively achieve their full potential..

  • Our innovative cloud-based platform enables independent investment research providers and institutional asset managers.

  • Discuss up-to-the-minute reports in real time.

  • Research reinvented.

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

Pricing

Per User Plan

$625.00
1 user(s) / month

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

    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

    Does this service offer an API?
  • Yes, there are premium options for large clients looking to integrate Smartkarma via an API.

  • Does this service integrate with any other apps?
  • Symphony.

  • Who are the main user groups of this service?
  • Smartkarma's research network includes institutional investors and independent research analysts.

  • What are some applications this service is commonly used in tandem with?
  • Smartkarma Insights are integrated into Symphony and Bloomberg.

  • What is this service generally used for?
  • Smartkarma's platform serves global asset managers in their need for investment research insights and ideas.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, clients are onboarded with extensive customer support.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, there are per user plans and teamwide plans to accommodate firms of all sizes.

Vendor Information

Founded:
-
Based in:
King of Prussia
Employees:
201-500
Likes:
Followers:

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
1.38k

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 Floify
  • Personal
  • Freelance
  • Startups
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Smartkarma
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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