BNTouch Mortgage CRM
4.9 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 23 Ratings
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What is Unify CRM?
The comprehensive Unify mortgage platform equips you with everything necessary to expand your business effectively. Designed specifically for mortgage professionals, Unify supplies essential software that enables growth and success in the industry. You can oversee vital customer relationships, automate marketing efforts, and track leads seamlessly, all within a single user-friendly interface tailored for mortgage experts. With features like Mortgage Inquiry Alerts, you are notified when your contacts apply for loans with competitors, giving you an opportunity to engage with them and retain their business. The convenient Unify mobile application allows for easy management of contacts and leads, along with setting reminders and accessing important loan information. It also empowers you to create marketing materials, such as flyers and videos, to enhance your outreach. Everything you require for effective customer relationship management is conveniently available at your fingertips. Building a successful mortgage CRM business takes considerable time and effort, which is often challenging for busy mortgage professionals. Unify was specifically designed to support professionals like you in attracting new leads while maintaining strong client relationships, ensuring your business continues to thrive. By utilizing Unify, you can streamline your processes and focus more on what truly matters—serving your clients.
What is BNTouch Mortgage CRM?
BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers.
Key features include:
- Automated SMS and email marketing campaigns
- Efficient lead distribution and management
- Over 35 unique mortgage tools
- A digital 1003 application
- Ready-to-use marketing collateral
- Tailored video marketing solutions
- Curated content for social media platforms
- Integration capabilities with LOS, Outlook, Zapier, and more
- Plus many additional features
Don't hesitate to reach out to us today!
Integrations Supported
Calyx Point
Encompass
LendingPad
OSE
TrustEngine
Facebook
Integrations Supported
Calyx Point
Encompass
LendingPad
OSE
TrustEngine
Agent Legend
BoldLeads
Google Calendar
LenderHomePage
API Availability
Has API
API Availability
Has API
Pricing Information
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.
Pricing Information
$69
We've got packages for individual loan officers, mortgage offices of full mortgage corporations. Price breaks for more users.
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Linux
Supported Platforms
SaaS
iPhone
iPad
Windows
Mac
Linux
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Unify
Date Founded
2008
Company Location
United States
Company Website
unifycrm.com
Company Facts
Organization Name
BNTouch Mortgage CRM
Date Founded
2004
Company Location
United States
Company Website
bntouch.com
Categories and Features
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
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
eLearning Authoring Tools
Content Import / Export
Interactive Content
Template Management
Video 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
Financial CRM
Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Loan Origination
Compliance Management
Customer Database
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
Mortgage and Loans
Client Database
Contact Management
Pipeline Management
Refinance Management
Residential Mortgages
Categories and 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
Email Marketing
A/B Testing
Auto-Responders
Customer Surveys
Drip Campaigns
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Loan Servicing
Loan Processing
Mortgage and Loans
Client Database
Commercial Mortgages
Contact Management
Document Management
Electronic Applications
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Sales Tracking
Not specified