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
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
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MeridianLink Mortgage
Lenders choose MeridianLink® Mortgage, a cloud-native and 100% browser-based offering, for its robust and customizable workflow automation that empowers them to swiftly scale their business. Its powerful open APIs facilitate seamless integration with a wide array of trusted vendor partners, enabling customers to build custom extensions to the LOS. The platform's comprehensive suite of tools includes a best-in-class native product and pricing engine, a native electronic document management system, and versatile web portals catering to both the consumer direct and third-party origination (TPO) business channels. MeridianLink® Mortgage is designed to streamline the mortgage origination process at every step, helping lenders reduce costs and decrease their time to close.
Our integrated digital platform supports the entire consumer financial journey while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more.
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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
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- Curated Library of Award-Winning Marketing Content
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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
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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
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
Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
Content Marketing
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
Social Media Management
Video Management
SEO Management
Email Marketing
Auto-Responders
CAN SPAM Compliance
Drip Campaigns
Dynamic Content
Event Triggered Email
Landing Pages/Web Forms
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
A/B Testing
Artificial Intelligence
Customer Surveys
Image Library
Mailing List Management
Financial CRM
Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Loan Origination
Compliance Management
Customer Database
Amortization Schedule
Audit Trail
Closing Documents
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Marketing Automation
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
A/B Testing
Artificial Intelligence
Drip Campaigns
Website Visitor Tracking
Mortgage and Loans
Client Database
Contact Management
Pipeline Management
Refinance Management
Residential Mortgages
Amortization Schedule
Closing Documents
Commercial Mortgages
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pre-Qualification
eLearning Authoring Tools
Content Import / Export
Interactive Content
Template Management
Video Management
Course Publishing
Gamification
Instructor-Led Courses
PowerPoint Conversion
Self-Paced Courses
Storyboarding
Test / Quiz Creation
