How does this integration work?
Floify sends data to Bonzo when a loan application is submitted, and a loan milestone is updated.
The integration will then sync those loans as prospects in the templated Floify pipeline we add.
This is amazing for you because as you monitor the loan progress in Floify and mark new critical dates, the client will reflect the same stage in Bonzo, where you can attach curated messaging for each stage!
What information do we need to get started:
To build this integration, we need your login credentials for Floify.
How much does this integration cost?
The Floify integration is $100 for the initial build and 25/per month to host and maintain the integration with updates to our platform and theirs. This 25/per month covers all other integration hosting and maintenance in Bonzo.
Things to know:
When getting your credentials, we need these to be copied and pasted to get the correct data. We are unable to utilize screenshots for this process.
If there are multiple people on the Floify account, we need the names, emails, and API keys of the team members you want to be included in the integration.
You cannot delete stages from this Pipeline. When we integrate, we establish a connection between Bonzo and Floify. This pipeline acts as the foundation for that connection. Deleting a stage will cause this connection to fail. You can collapse or hide them (here is a video showing how this works).
This integration is not retroactive, meaning you will need to do an initial export from Floify to Bonzo for closed loans or loans that have already started their process with you. Once the integration is set, each client will move autoMAGICALLY in Bonzo!
To start the integration process, first, decide which integrations you want to connect. Then you can get our team the proper information by to begin this information by:
Clicking into settings
Navigate to the custom integrations tab
Click add new application
Select your integration
Input your credentials
Click create.