Build your financial plan in minutes. Connect with professionals to help you reach your goals.
Pocket Plan is a done for you Financial Model that provides a custom financial plan in minutes. Get your free plan by simply connecting your bank, insurance and investment accounts on our secure platform.
Once your accounts are connected you can view custom reports like:
- Net Worth
- Cash Flow
- Investment
- Monte Carlo
- Social Security
- Estate
- Insurance
Pocket Plan allows you to have greater control over your financial information. It gives you professional grade reports that you can share with our network of professionals like:
- Financial Advisors
- CPAs
- Estate Planning Attorneys
- Mortgage Bankers
- Life Insurance Specialists
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
Personal Financial Plan
Monte Carlo
Real Time Investment Data
Connect with Advisors
Print Net Worth Report
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
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
What are some applications this service is commonly used in tandem with?
E-Money
Redtail
Does this service offer an API?
No
What platforms does this service support?
Web App - data connected through Plaid
Does this service offer guides, tutorials and or customer support?
Yes
Does this service offer multi-user capability (e.g. teams)?
Yes - user can invite a partner or financial professional to view their profile
Does this service integrate with any other apps?
Apple I Google
What is this service generally used for?
Gather and organize financial data
Who are the main user groups of this service?
Business owners, pre-retirees and investors
Financial advisors, life insurance agents, CPAs, enrolled agents, attorneys and estate planners
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.
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