MortgageFlex

MortgageFlex

MortgageFlex Systems
Unify CRM

Unify CRM

Unify
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Lenders looking for an advanced Mortgage and Loan solution

Audience

Mortgage professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MortgageFlex Systems
Founded: 1980
United States
www.mortgageflex.com

Company Information

Unify
Founded: 2008
United States
unifycrm.com

Alternatives

Alternatives

MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs
Surefire CRM

Surefire CRM

Top of Mind Networks
HubSpot CRM

HubSpot CRM

HubSpot
Mortgage+Care

Mortgage+Care

Consulting Plus
Cimmaron Mortgage Manager

Cimmaron Mortgage Manager

Cimmaron Software, Inc.

Categories

Categories

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Campaign Management Features

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Content Marketing Features

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

eLearning Authoring Tools Features

Content Import / Export
Course Publishing
Gamification
Instructor-Led Courses
Interactive Content
PowerPoint Conversion
Self-Paced Courses
Storyboarding
Template Management
Test / Quiz Creation
Video Management

Integrations

TrustEngine
Calyx Point
ConformX
Encompass
Facebook
LendingPad
LinkedIn
MeridianLink Mortgage
MortgageHippo
OSE
OmniConnect
SOLEX
X (Twitter)

Integrations

TrustEngine
Calyx Point
ConformX
Encompass
Facebook
LendingPad
LinkedIn
MeridianLink Mortgage
MortgageHippo
OSE
OmniConnect
SOLEX
X (Twitter)
Claim MortgageFlex and update features and information
Claim MortgageFlex and update features and information
Claim Unify CRM and update features and information
Claim Unify CRM and update features and information