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Pocket Plan 2 Financial Services	Floify 48 Financial Services	PayCore.io 0 Financial Services
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	Crozscore 93% what is this? User Happiness: 96% Press Buzz: 49% User Trend: interest falling	Crozscore 73% what is this? Press Buzz: 37% User Trend: interest falling
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About Pocket Plan 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 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 PayCore.io PayCore.io is a software platform for online businesses to manage payments and mitigate risks. Paycore.io supports virtually any business model and provides all the trusted online payment and payout methods, wherever your customers are. If you are selling internationally, you can offer different payment methods that are well-known worldwide. However, you can also work with methods that are considered safe in all local geographies you operate. You can define routing criteria by customer location and offer more payment processing options for your internet business. PayCore.io can help to optimize all transactions by orchestrating cashflows across payment providers and acquiring banks. It dynamically determines the optimal route for incoming and outgoing payments based on inherent transaction fees and success rates. Moreover, it allows for a transformation of all payments into local transactions, eliminating cross-border and currency conversion fees for international payments. Our automated platform enables your non-IT staff to take full control and change any flow, add or suspend merchant accounts, and many more at any time through the web-based Dashboard. PayCore.io is designed not only to streamline and automate payment operations but also to solve a labor-intensive and time-consuming reconciliation issue of international payments in multiple currencies across multiple merchant accounts and payment providers, offering the automated and full reconciliation solution to organize and unify all the transaction data. It’s the fully-equipped finance management tool for any online business. It comes with a set of open API to help you connect it to the rest of your business ecosystem. Our customers are able to take full control over payments, observing at the real-time time how transactions are processing. PayCore.io allows payment flow and transaction management via the web interface. PayCore.io is the right solution for all your needs to hedging against risks and ensuring payment performance while keeping consumers safe. We offer you suitable instruments for payments hedging by supporting dynamic settlement account allocation, cascading and prioritization for both incoming and outgoing transactions. Our sophisticated anti-fraud protection tools can be tailored and configured to your unique business needs. PayCore.io is built on 100% proprietary technology and provides collaborative access, team management and other functionality to support day-to-day operations, whilst being fully PCI DSS compliant. PayCore.io uses SSL encryption to handle all transaction data. We provide effective DDoS mitigation, ensuring your payment services won’t be taken offline when faced with a targeted attack. PayCore.io caters to your financial needs through established integrations with all major payment solutions. We can give a single point of integration to over 500 payment providers and 200 methods worldwide. A single integration with PayCore.io gets you online with any payment processor the moment you enter the credentials. Whatever your online business has lots of different types of offerings or multiple storefronts used to diversify your brand, you can design a transaction process that provides value for all cases while having multiple hosted checkouts. Whether your business is simple or complex, we offer a robust set of building blocks to frame your own payment solution that will help multiply payment capabilities and reach, support growth without investments in development or infrastructure, while keeping consumers safe.
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 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 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 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 No FAQs associated with this application.
Vendor Information Founded: - Based in: - Employees: - Likes: Followers:	Vendor Information Founded: - Based in: - Employees: - Likes: Followers: 670	Vendor Information Founded: - Based in: - Employees: - Likes: Followers: 0
Other Who uses Pocket Plan Personal Desktop Platforms: Web App 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 PayCore.io Startups Enterprises Desktop Platforms: Web App Mobile Platforms: iOS Android WinPhone Blackberry Languages: English Regional Restrictions: No restrictions.