Automatically sync loan milestones, borrower data, and documents between Floify and Pipedrive CRM.
This integration connects your Floify mortgage automation platform to Pipedrive, keeping your sales pipeline in sync with your loan pipeline in real time. When a milestone is updated in Floify, the corresponding deal stage in Pipedrive is updated automatically.
Floify milestones automatically update Pipedrive deal stages in real time.
Loan documents from Floify are accessible in Pipedrive via OneDrive, linked to the correct borrower and deal.
Each borrower's data is scoped to their own deal. No cross-contamination between borrowers.
New loan submissions in Floify automatically create a Person and Deal in Pipedrive.
All 15 Floify milestones map to corresponding Pipedrive deal stages, from initial contact through funding.