Integrate your Floify setup with Pulse CRM and have all your information in one place
The new Floify and Pulse CRM integration provides a turnkey hosted service for data, connection, and backups to the LOS, giving you greater efficiency and speed in your origination process. FocusIT is the largest PointCentral hosting provider in the nation and created Pulse CRM with the originator in mind.
When the integration is active, loan origination teams will have the ability to:
- Automatically create loan files in Pulse upon the start of a Floify loan flow
- Link an active Floify loan flow to an existing loan file
- Choose to push loan documents from Floify to integrated LOS
- Seamlessly sync submitted loan data with the LOS-hosted loan file
This integration requires a Pulse CRM contract with focusIT. There is an additional cost incurred in order to receive Pulse access. For more information, contact focusIT at 480-624-7088 or firstname.lastname@example.org
Additional costs may apply, for further information please contact a Floify Account Executive by emailing email@example.com
How to Install
The integration requires setup by Floify Customer Support. For more details on the information needed to complete setup, as well as required configurations, please see the Floify Help Center.
FocusIT, Inc. was established in 2002 and is headquartered in Scottsdale, Arizona. The company is a technology provider specializing in Software as a Solution (SaaS) products for the mortgage and financial services industries. Founded by Josh Bopp, focusIT employs 35 technical staff members.
For more information, visit www.focusitinc.com.
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- Make borrowers happier.
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