Floify And Zoho CRM Integration
[ View the critical loan status and make informed decisions ]
Floify ZOHO integration helps mortgage lenders sync seamlessly and maintain prospect, client, and partner relationships between Floify and ZOHO CRM systems. Floify users can now connect to lending mortgage databases, trigger marketing workflows in CRM, and streamline redundant data duplication.
Key aspects of integration
Sales needs
- Get an overview of all deals in the sales pipeline.
- Streamline customer data that is in fragmented silos & requiring significant manual intervention and duplication between loan flows and data processing systems.
Build rules in CRM to create repeatable service experiences and internal user actions.
Operation needs
- Keep the customers updated on the loan process.
- Manage customer service continuity across systems, stages, and progress tracking
- Maintain a reliable data repository for all service interactions.
Customize user experiences, and tailor them to defined, high-value business services.
Services
[ Connect mortgage lending data with the sales and marketing tool ]
Sync information in various apps and platforms. Enable the team to view verified customer data quickly.
Automatically create loan sequence in CRM when Floify loan flow is updated
Link an active customer Floify loan flow to an existing record in CRM
Track loan flow updated in Floify from within CRM and create mailing lists.
Manage customer service continuity across systems, stages, and progress tracking
Streamline customer data that is in fragmented silos & requiring significant manual intervention and duplication between loan flows and data processing systems.
Services
[ Connect mortgage lending data with the sales and marketing tool ]
Seamless Loan data transfer
Seamless Data Transfer
Sync information in various apps and platforms. Enable the team to view verified customer data quickly directly from Floify to Zoho CRM
Automatic Task creation
Automatic Task Creation
Automatically create loan sequence in CRM and Streamline customer data that is in fragmented silos & requiring significant manual intervention and duplication between loan flows and data processing systems.
Customer Data and analytics
Extensive Customer Data
Access to extensive customer data and analytics inside the Zoho CRM interface. Link an active customer Floify loan flow to an existing record in CRM
Automated updates in Zoho CRM
Automated Updates
Automated updates in Zoho CRM whenever there is a change in the loan status. Also track loan flow updated in Floify from within CRM and create mailing lists.
Who uses Floify and Zoho CRM integration?
Any mortgage lending business that requires a streamlined, automated loan process to be synced with an active customer database will find this integration useful.
That includes mortgage companies, banks, credit unions, and other financial institutions.
FAQ
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