Floify’s Billing Policy:
Please note: The following information is relevant to customers on Business Plans who do not have a separately signed Order Form. If you are on a contracted Business or Enterprise Plan, kindly consult your agreement for additional details. Should you require further assistance with your account billing, please do not hesitate to reach out to us [email protected].
Paid Accounts and Included Users
Your subscription includes both paid and included user types. Only paid users count toward your subscription.
Paid users
• Loan Originator (Manager)
• Support User (Superuser)
• Lender (Superuser)
Included at no additional cost
• Borrowers
• Realtors
• Partners
Per-User Subscriptions
Your subscription is priced per paid user. When you add users, your subscription cost increases accordingly.
• Contact [email protected] if you'd like to add users.
• Removing a user does not automatically reduce your subscription price. To remove a user and adjust your subscription at your next renewal, contact [email protected].
• All users on the same company dashboard must share the same billing subscription.
• Subscription charges are processed automatically at the beginning of each billing period.
• Some billing frequency changes (for example, monthly to quarterly) take effect after your current billing period ends.
Business Plan (Monthly Subscription)
Adding Users & Upgrading Plans
Immediate Effect: Plan upgrades and new seat additions take effect immediately.
Prorated Charges: You will be charged a prorated amount immediately for the days remaining until your next billing renewal date.
Next Billing Cycle: Your next regular invoice will reflect the full recurring monthly charge for your updated plan and new user count.
Removing Users
Default Access: Removed users retain account access until the end of the current billing cycle.
Immediate Removal: If you need a user removed immediately, you must specify this in your request.
No Refunds/Credits: Floify does not issue refunds or credits for users removed during a billing cycle, regardless of whether they are removed immediately or at the end of the period.
⚠️ Important Note on Price Adjustments: Removing a user does not automatically lower your subscription price. To adjust your billing for the next monthly charge, you must contact us at [email protected]
Business Plan (Annual Commitment, Annual Payment)
Adding Users & Upgrading Plans
Immediate Effect: Plan upgrades and new seat additions take effect immediately.
Upfront Prorated Billing: You will be charged a prorated amount immediately for the remainder of your current annual subscription period.
Next Annual Renewal: Your next annual invoice will reflect the full recurring annual charge for your updated plan and updated seat count.
Removing Users
Default Access: Removed users retain access to the service until the end of your current annual subscription period.
Immediate Removal: If you need a user removed immediately, you must specify this in your request.
No Refunds/Credits: Floify does not process refunds or credits for users removed during the annual term, regardless of how quickly they are removed.
⚠️ Important Note on Price Adjustments: Removing a user does not automatically adjust your upcoming annual subscription price. To ensure your billing is updated correctly for your next annual charge, you must contact us at [email protected]
Subscribers on an annual plan may transition to an alternative annual or monthly plan prior to the end of their current billing cycle
Business Plan (Annual Commitment, Monthly Payment)
Adding Users & Upgrading Plans
Immediate Effect: Plan upgrades and new seat additions take effect immediately.
Prorated Charges: You will be charged a prorated amount immediately for the days remaining until your next monthly billing date.
Next Monthly Charge: Your next regular monthly invoice will reflect the full recurring charge for your updated plan and new user count.
Removing Users
Contracted Access: Removed users retain access to the service until the end of your current annual subscription period.
Immediate Removal: If you need a user removed immediately, you must specify this in your request.
No Refunds/Credits: Floify does not issue refunds or credits for users removed during the term, regardless of whether they are removed immediately or at the end of the contract.
⚠️ Important Note on Price Adjustments: Removing a user does not automatically lower your monthly subscription price, as you are under an annual commitment. To have your billing adjusted for your next annual renewal, you must contact us at [email protected].
Subscribers on an annual plan may transition to an alternative annual or monthly plan prior to the end of their current billing cycle
Pause Your Subscription
You can pause your subscription indefinitely or until a specific resume date for a monthly pause fee of $15.
When you pause your subscription:
• Your loan data is retained.
• Your subscription resumes automatically on the date you choose, or remains paused indefinitely if selected.
- You can log into your account at any time and resume your subscription. You will be charged if your account is reactivated.
• Once your subscription resumes, refunds or credits are not available.
The pause begins at the end of your current billing period.
Looking to pause your account? Click here.
If you don't see the pause option, contact [email protected].
Cancel Your Subscription
You can cancel your subscription from your account or by emailing [email protected].
Before you cancel:
• Your cancellation takes effect at the end of your current billing period or contract term.
• You'll continue to have access until your subscription ends.
• Export any data you'd like to keep before your subscription ends.
• Your account data may be deleted 90 days after your subscription ends.
• Refunds are not available after your renewal period has begun.