
MloFlo
7.9#3 in mortgage crm softwareFree planFree planAndroidiOSWeb
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| Fact | MloFlo | Viato |
|---|---|---|
| Borrower portal | The borrower dashboard shows loan milestones and status, and the borrower portal supports document uploads and disclosure signing. | Viato POS provides a branded guided application, saved progress, document requests and uploads, configurable questions and document rules, and MISMO 3.4 export. |
| Integrations | MloFlo lists integrations and partners including Freddie Mac, Fannie Mae, Zapier, Encompass, Arive, Xactus, Stikkum, Nylas, and LendingPad. | Named integrations include Arive, LendingPad, UWM, Broker Marketplace, QuickBooks, Handwrytten, Goody, Stikkum, Google Workspace, Microsoft 365, RingCentral, Zoom, Meta and TikTok. |
| Licence | The terms grant access to a subscription service and do not identify an open-source licence. | Viato software is owned by Viato and protected by intellectual-property law; the terms prohibit copying, modifying, distributing, selling or leasing it. |
| Other integrations | The partnerships page lists Freddie Mac, Fannie Mae, Zapier, ICE Mortgage Technology, SignalWire, Surfly, Stikkum, Xactus, UWM, Nylas and LendingPad-related partners. | The CRM page lists live social publishing for Facebook, Instagram, TikTok, and X, and marks QuickBooks and Handwrytten as coming soon. |
| Product | MloFlo describes itself as an all-in-one mortgage CRM that combines CRM, point of sale, borrower portal, and automation tools for loan officers, brokers, and their teams. | Viato describes its product as a CRM built for mortgage professionals and loan officers. |
MloFlo suits mortgage loan officers and brokers who want borrower, realtor, and loan workflow tools in one platform. Teams should review plan exclusions and possible add-on fees before choosing a plan.
Viato is aimed at mortgage professionals and loan officers managing leads, borrower communications, and loan pipelines. Its team assignment and borrower portal may also suit lenders coordinating staff and applications.