Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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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 Maxwell?
Maxwell stands out as the sole partner capable of delivering all the essential components that a local lender needs to thrive in the mortgage sector, encompassing everything from the initial sales process to fulfillment and extending into the secondary market. Our team consists of experienced mortgage professionals and technology experts who are committed to creating innovative mortgage solutions designed to enhance operational efficiency for local lenders, all while ensuring a superior experience for borrowers throughout the process. Together, we strive to redefine the standards of the mortgage industry.
Integrations Supported
Calyx Point
Encompass
Facebook
LendingPad
LinkedIn
OSE
TrustEngine
X (Twitter)
API Availability
Has API
API Availability
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
Pricing not provided
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Linux
Supported Platforms
SaaS
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
Online Training
Company Facts
Organization Name
Unify
Date Founded
2008
Company Location
United States
Company Website
unifycrm.com
Company Facts
Organization Name
Maxwell
Company Location
United States
Company Website
www.himaxwell.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
Loan Origination
Loan Processing
Online Application
Mortgage and Loans
Document Management
Electronic Applications
Government Loans
Loan Origination
Pipeline Management
Residential Mortgages