Audience
Mortgage professionals
About Unify CRM
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients
Other Popular Alternatives & Related Software
MyCRMDashboard Mortgage CRM
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.
Learn more
Surefire CRM
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.
Services Available:
- Email and SMS Marketing Automation
- Lead Distribution and Management
- Customizable Video Marketing
- Curated Library of Award-Winning Marketing Content
- Integrations with LOS, POS, PPE Software Systems
Learn more
Mortgage Quest
Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library.
Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter
Learn more
BNTouch Mortgage CRM
BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies.
Features Include:
- Email and SMS Marketing Automation
- Lead Distribution and Management
- 35+ Proprietary Mortgage Tools
- Digital 1003 Application
- Pre-Built Marketing Content
- Customized Video Marketing
- Curated Social Media Content
- Integrated with LOS, Outlook, Zapier, and Others
- And Much More
Call Us Today! +1 888 971 1117
Learn more
Pricing
Pricing Details:
The Unify Business Growth Platform is cloud-based and Enterprise grade. Once a customized configuratoin is created, per user pricing can be cost-effectively optimized to save money.
Company Information
Unify
Founded: 2008
United States
unifycrm.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Unify CRM Frequently Asked Questions
Unify CRM Product Features
CRM
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Campaign Management
Channel Management
Supported
Contact Database
Supported
Email Marketing
Supported
Event Triggered Actions
Supported
Lead Management
Supported
Multi-Campaign
Supported
Content Marketing
Audience Targeting
Supported
Brand Management
Supported
Campaign Management
Supported
Categorization / Grouping
Supported
Conversion Tracking
Supported
Distribution Management
Supported
Editorial Calendar
Supported
Multi-Channel Publishing
Supported
Publish Scheduling
Supported
Social Media Management
Supported
Video Management
Supported
SEO Management
Not Supported
Email Marketing
Auto-Responders
Supported
CAN SPAM Compliance
Supported
Drip Campaigns
Supported
Dynamic Content
Supported
Event Triggered Email
Supported
Landing Pages/Web Forms
Supported
Mobile Optimized Emails
Supported
Reporting/Analytics
Supported
Subscriber Management
Supported
Template Management
Supported
WYSIWYG Email Editor
Supported
A/B Testing
Not Supported
Artificial Intelligence
Not Supported
Customer Surveys
Not Supported
Image Library
Not Supported
Mailing List Management
Not Supported
Financial CRM
Account Alerts
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Supported
Asset Management
Not Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Loan Origination
Compliance Management
Supported
Customer Database
Supported
Amortization Schedule
Not Supported
Audit Trail
Not Supported
Closing Documents
Not Supported
Digital Signature
Not Supported
Document Management
Not Supported
Fee Management
Not Supported
Loan Processing
Not Supported
Online Application
Not Supported
Marketing Automation
Analytics / ROI Tracking
Supported
Content / Blogging Platform
Supported
Customizable CTAs
Supported
Dynamic Content
Supported
Landing Pages / Web Forms
Supported
Lead Scoring
Supported
Sales Intelligence
Supported
Search Marketing
Supported
Segmentation
Supported
Social Marketing
Supported
A/B Testing
Not Supported
Artificial Intelligence
Not Supported
Drip Campaigns
Not Supported
Website Visitor Tracking
Not Supported
Mortgage and Loans
Client Database
Supported
Contact Management
Supported
Pipeline Management
Supported
Refinance Management
Supported
Residential Mortgages
Supported
Amortization Schedule
Not Supported
Closing Documents
Not Supported
Commercial Mortgages
Not Supported
Credit Reporting
Not Supported
Customer Statements
Not Supported
Document Management
Not Supported
Electronic Applications
Not Supported
Government Loans
Not Supported
Loan Origination
Not Supported
Loan Servicing
Not Supported
Pre-Qualification
Not Supported
eLearning Authoring Tools
Content Import / Export
Supported
Interactive Content
Supported
Template Management
Supported
Video Management
Supported
Course Publishing
Not Supported
Gamification
Not Supported
Instructor-Led Courses
Not Supported
PowerPoint Conversion
Not Supported
Self-Paced Courses
Not Supported
Storyboarding
Not Supported
Test / Quiz Creation
Not Supported
