Compare Pocket Plan vs Floify vs Payrix

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Pocket Plan 2 Financial Services	Floify 48 Financial Services	Payrix 0 Financial Services
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	Crozscore 93% what is this? User Happiness: 96% Press Buzz: 49% User Trend: interest falling	Crozscore 79% what is this? Press Buzz: 38% 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 Payrix Payrix is on a mission to be the global leader in embedded payments for vertical software businesses. We are committed to giving our clients more freedom and peace of mind with a proven solution that helps eliminate friction, unleash their possibilities with new revenue, and make their customers’ lives easier. Payrix clients including Real Green Systems, Storable, and Resman have harnessed our unique, all-in-one platform — combined with a white-glove approach — that enables them to capitalize on the opportunities within embedded payments for growth, innovation, and transformation. Whether you’re new to payments, or plan to become a full payment facilitator, we’re the only partner your software business will need to monetize your payment experience and fuel your business for real growth. Payrix is headquartered in Atlanta, GA with an office in Brisbane, Australia, and more than 100 employees worldwide.
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 Does this service offer multi-user capability (e.g. teams)? Yes Who are the main user groups of this service? SaaS platforms, CRM/ERP systems and payment facilitators focusing on specific vertical markets. Does this service offer guides, tutorials and or customer support? Yes What is this service generally used for? Integrated payments, payment facilitation, embedded payments Does this service offer an API? Yes Does this service integrate with any other apps? Yes
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: 327
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 Payrix Startups Enterprises Desktop Platforms: Web App Mobile Platforms: iOS Android Languages: English Regional Restrictions: No restrictions.