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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
Unify CRM is a cloud-based solution designed to streamline mortgage operations and enhance customer relationships. It offers contact management, lead generation, marketing automation, and integrates with loan origination systems (LOS). Unify CRM caters to mortgage lenders, credit unions, banks, and brokers of all sizes, with a focus on high-volume loan originators.
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Ideal for small, medium, and large businesses in the mortgage industry (1-1000+ employees).
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Specifically designed for mortgage lenders, credit unions, banks, and brokers.
Unify CRM features
Supported Unify CRM allows managing contact updates, notices, and touch points. |
Supported Unify CRM integrates with loan origination systems (LOS) to provide a seamless workflow. |
Supported Unify CRM enables lead generation by networking with prospects and partners. |
Supported Unify CRM emphasizes compliance and security with SOC 2 Type 2 certification. |
Supported Unify CRM offers marketing automation features to nurture client and partner relationships using omni-channel methods. |
Supported Unify CRM offers Ringless Voicemail feature to directly connect to voicemail. |
Supported Unify CRM provides real-time information on client, sales, and lending information. |
Unify CRM alternatives
MeridianLink ConsumerStreamlines consumer loans, from application to closing, boosting efficiency.Read more
Unify CRM FAQ
Unify CRM is a cloud-based platform designed for the mortgage industry. It offers features like contact management, lead generation, marketing automation, and LOS integration. Unify CRM helps mortgage professionals streamline workflows, improve customer relationships, and enhance productivity.
What is Unify CRM and what does Unify CRM do?
Unify CRM is a cloud-based platform designed for the mortgage industry. It offers features like contact management, lead generation, marketing automation, and LOS integration. Unify CRM helps mortgage professionals streamline workflows, improve customer relationships, and enhance productivity.
Unify CRM integrates with loan origination systems (LOS) for a seamless workflow. It also offers marketing automation for nurturing client and partner relationships through various channels. No information is available regarding integrations with other tools.
How does Unify CRM integrate with other tools?
Unify CRM integrates with loan origination systems (LOS) for a seamless workflow. It also offers marketing automation for nurturing client and partner relationships through various channels. No information is available regarding integrations with other tools.
Top Unify CRM competitors include Aidium Mortgage CRM, Lender, Maxwell, LendingPad, Floify, and Addy AI. These alternatives offer similar features for mortgage professionals, such as loan origination, workflow automation, and client management.
What the main competitors of Unify CRM?
Top Unify CRM competitors include Aidium Mortgage CRM, Lender, Maxwell, LendingPad, Floify, and Addy AI. These alternatives offer similar features for mortgage professionals, such as loan origination, workflow automation, and client management.
Unify CRM appears to be a legitimate CRM software specifically designed for the mortgage industry. It offers features like contact management, LOS integration, and marketing automation. With a 4.4/5 rating on G2 and SOC 2 Type 2 certification, Unify CRM prioritizes security and compliance.
Is Unify CRM legit?
Unify CRM appears to be a legitimate CRM software specifically designed for the mortgage industry. It offers features like contact management, LOS integration, and marketing automation. With a 4.4/5 rating on G2 and SOC 2 Type 2 certification, Unify CRM prioritizes security and compliance.
I couldn't find pricing details for Unify CRM. Contact their sales team to get a customized quote and determine if Unify CRM product pricing is worth it for your needs.
How much does Unify CRM cost?
I couldn't find pricing details for Unify CRM. Contact their sales team to get a customized quote and determine if Unify CRM product pricing is worth it for your needs.
Based on the reviews, Unify CRM's customer service seems positive. Users highlight its ability to connect student records and facilitate excellent customer service, leading to improved student success. However, slow loading times and occasional syncing issues can negatively impact record accuracy.
Is Unify CRM customer service good?
Based on the reviews, Unify CRM's customer service seems positive. Users highlight its ability to connect student records and facilitate excellent customer service, leading to improved student success. However, slow loading times and occasional syncing issues can negatively 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.