Unify CRM
The Mortgage CRM That Does It All.
Overview
Unify CRM is a sales and marketing platform tailored for the mortgage industry. It provides loan officers with tools to manage leads, automate marketing campaigns, and maintain relationships with clients and partners. The platform includes features for automated communication during the loan process, helping to keep borrowers informed, and offers integrations with LOS platforms to trigger these updates. It functions as a communication and engagement layer for the borrower's journey.
✨ Key Features
- Mortgage-focused CRM
- Lead management and distribution
- Email and text marketing automation
- Automated in-process loan updates
- Mobile app for on-the-go access
- Co-marketing with referral partners
🎯 Key Differentiators
- Modern and intuitive user interface
- Strong focus on usability for loan officers
- Comprehensive feature set covering CRM and marketing
Unique Value: Unify CRM provides a modern, intuitive platform that simplifies customer relationship management and marketing automation for mortgage professionals, enabling them to build stronger relationships and close more loans.
🎯 Use Cases (4)
✅ Best For
- Used by mortgage lenders to improve their sales processes, automate marketing, and enhance communication with all parties in a transaction.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations that require a secure, transactional portal for loan applications and document uploads.
🏆 Alternatives
Unify CRM is often praised for its clean design and ease of use compared to some of the more complex or dated interfaces of other mortgage CRMs, making it easier for teams to adopt and use effectively.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
🔄 Similar Tools in Borrower Portals
Floify
A leading mortgage point-of-sale (POS) platform that streamlines the loan process by automating docu...
SimpleNexus (an nCino company)
A mobile-first homeownership platform for loan officers, borrowers, and real estate agents....
Maxwell
A digital mortgage platform focused on empowering small to midsize mortgage lenders with technology ...
Blend
A leading digital lending platform that powers mortgages, consumer loans, and deposit account openin...
Roostify (now part of CoreLogic)
A digital lending platform designed to accelerate and simplify the home loan experience for lenders ...
LendingPad
A cloud-based Loan Origination System (LOS) that includes a comprehensive borrower portal and tools ...