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Unify CRM description
Unify is a cloud-based CRM designed specifically for the mortgage industry. It offers a range of features including contact management, lead generation, marketing automation, and referral partner management. Unify integrates with loan origination systems (LOS) to provide a seamless workflow for mortgage professionals. It's suitable for mortgage lenders, credit unions, banks, and brokers of all sizes seeking to streamline operations and improve customer relationships. Unify emphasizes compliance and security with SOC 2 Type 2 certification.
Who is Unify CRM best for
We find that Unify CRM is a solid choice for mortgage professionals. It offers contact management, lead generation, and marketing automation, all while integrating with loan origination systems. If you're a mortgage lender, credit union, or bank looking to streamline operations, Unify could be a great fit. They also emphasize compliance and security, which is always a plus!
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Great choice for medium to large mortgage businesses seeking streamlined workflows and top-notch customer relationships.
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Perfect for mortgage lenders, credit unions, and banks aiming to boost lead generation and automate marketing.
Unify CRM features
Supported Contact Organization: Manage contact updates, notices, and touch points. |
Supported Integration & LOS Sync: Stay connected to client, sales, and lending information in real-time. |
Supported Lead Generation: Network with prospects and partners to be a primary loan source. |
Supported Security: Rest assured your company’s privacy and security are being observed. |
Supported Marketing Automation: Nurture client and partner relationships using omni-channel methods. |
Supported Support: Feel confident about your company’s success journey with our dedicated client success team. |
Supported Ringless Voicemail: Engage your prospects faster by connecting directly to voicemail, deliver your message without the ring. |
Unify CRM alternatives
LendingPadModern mortgage loan origination software streamlining the entire lending process.Read more
Unify CRM FAQ
Unify CRM is a cloud-based platform designed for the mortgage industry. We find that it helps streamline operations and enhance customer relationships through features like contact management, lead generation, marketing automation, and LOS integration. It's ideal for mortgage professionals seeking enhanced efficiency and security.
What is Unify CRM and what does Unify CRM do?
Unify CRM is a cloud-based platform designed for the mortgage industry. We find that it helps streamline operations and enhance customer relationships through features like contact management, lead generation, marketing automation, and LOS integration. It's ideal for mortgage professionals seeking enhanced efficiency and security.
Unify CRM integrates with loan origination systems (LOS) to maintain up-to-date client, sales, and lending information. This real-time integration allows for a seamless workflow, which we find particularly helpful for mortgage professionals. It also offers other integrations to support marketing automation and other key features.
How does Unify CRM integrate with other tools?
Unify CRM integrates with loan origination systems (LOS) to maintain up-to-date client, sales, and lending information. This real-time integration allows for a seamless workflow, which we find particularly helpful for mortgage professionals. It also offers other integrations to support marketing automation and other key features.
We find that Unify CRM's main competitors include Aidium Mortgage CRM, Lender, Maxwell, LendingPad, Floify, and Addy AI. These alternatives offer similar features for mortgage professionals, such as loan origination support and workflow automation.
What the main competitors of Unify CRM?
We find that Unify CRM's main competitors include Aidium Mortgage CRM, Lender, Maxwell, LendingPad, Floify, and Addy AI. These alternatives offer similar features for mortgage professionals, such as loan origination support and workflow automation.
Yes, Unify CRM appears to be a legitimate platform. It's specifically designed for the mortgage industry and boasts robust features like LOS integration and marketing automation, along with strong security credentials. Positive employee growth on LinkedIn further suggests a healthy and growing company.
Is Unify CRM legit?
Yes, Unify CRM appears to be a legitimate platform. It's specifically designed for the mortgage industry and boasts robust features like LOS integration and marketing automation, along with strong security credentials. Positive employee growth on LinkedIn further suggests a healthy and growing company.
I am sorry, but we don't have pricing information for Unify CRM at the moment.
How much does Unify CRM cost?
I am sorry, but we don't have pricing information for Unify CRM at the moment.
Based on the reviews, Unify CRM excels at connecting student records and facilitating excellent customer service, ensuring student success. It streamlines the application process and centralizes records, enabling efficient student support. However, occasional slow loading times and syncing issues can impact record accuracy.
Is Unify CRM customer service good?
Based on the reviews, Unify CRM excels at connecting student records and facilitating excellent customer service, ensuring student success. It streamlines the application process and centralizes records, enabling efficient student support. However, occasional slow loading times and syncing issues can impact record accuracy.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.