Unify is a comprehensive contact management system for the mortgage industry that provides integrated features and functions that are essential to increasing profitability and streamlining the sales process. As a CRM for the mortgage industry Unify improves the overall quality, efficiency and experience of the customer engagement process. It provides the visibility, ease of use, consistency, and controls that help improve all aspects of the customer journey, from initial acquisition, to any and all engagement, to ultimate retention. The integration with the Loan Origination System (LOS) provides vital information to loan officers throughout the application process and the synchronization of data allows them to easily continue their communication with the customer throughout their mortgage life cycle
Unify CRM
With UnifyВ® , important information about your customers is no more than a click away. It's more than just a collection of phone numbers and email addresses. Access borrowers past loan transactions with you, view your marketing history, or easily start contacts on new marketing communications. Manage contact groups and leverage the easy to use tools to keep your database clean and current.
8.4/10
(Expert Score)
★★★★★
Product is rated as #8 in category Mortgage CRM Software
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Unify CRM
Customer Reviews
Unify CRM Reviews
Pam A.
Advanced user of Unify CRM★★★★★
What do you like best?
I love how many features there are available to me as a loan officer. Marketing material, open house flyers, opportunity dashboard, listing alerts. It's great!
What do you dislike?
The biggest complaint I have is that I can't pull a MLS number through for an open house. It has been 2.5 - 3 years since we got Unify and it still doesn't have this feature
What problems are you solving with the product? What benefits have you realized?
The marketing material library is huge, the open house function will be great once it's up and running, and the opportunities dashboard is a fantastic tool
