List of Unify CRM Integrations

This is a list of platforms and tools that integrate with Unify CRM. This list is updated as of April 2025.

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    Leader badge
    LinkedIn Reviews & Ratings

    LinkedIn

    LinkedIn

    Connect, grow, and succeed in your professional journey.
    Welcome to your professional network! Here, you can find the ideal job or internship that meets your requirements. LinkedIn is recognized as the largest social network dedicated to professionals worldwide. This platform connects individuals across the globe, boosting their effectiveness and achievements. With a user base exceeding 756 million, which includes executives from every Fortune 500 company, LinkedIn stands out as the leading professional networking site. The company employs a diverse business strategy, deriving revenue from Talent Solutions, Marketing Solutions, Sales Solutions, and Premium Subscription options. Headquartered in Silicon Valley, LinkedIn has established a global footprint, making its services available to a wide-ranging audience. This extensive presence allows the platform to continuously evolve in response to the changing landscape of professional needs, ensuring that users remain well-equipped to navigate their careers. Ultimately, LinkedIn is not just a job search tool; it is a vital resource for networking and professional development.
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    Facebook Reviews & Ratings

    Facebook

    Meta

    Connect, explore, and empower your world with innovation.
    Facebook is recognized as the largest social networking site in the world. We create innovations that help people connect with their friends and family, explore various communities, and grow their businesses. Witnessing the incredible acts of support individuals show each other in difficult moments inspires us, with instances ranging from fundraising initiatives to life-saving assistance shared via posts or blood donation sign-ups. The Facebook application streamlines the connection process with loved ones and facilitates the discovery of new friends through features like Groups, Watch, and Marketplace, which are designed to align with shared interests. These functionalities not only enhance personal relationships but also pave the way for communal development and mutual aid. Ultimately, our goal is to empower people to build meaningful connections and foster a supportive environment.
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    X (Twitter) Reviews & Ratings

    X (Twitter)

    X

    Join vibrant conversations, share your voice, inspire change!
    X, formerly known as Twitter, stands as one of the largest social networking sites in the world. Immerse yourself in your interests and explore the conversations that resonate with you. Participate in lively discussions and keep abreast of global happenings. We believe that real change starts with honest dialogue. Your opinions matter in this space; you are embraced just as you are. Collectively, we can strive to maintain the quality of public conversations, focusing on what is just rather than what is easy. Become a part of our dynamic community and ensure your voice echoes within it, contributing to a richer tapestry of ideas and perspectives. Together, let's foster an environment where everyone feels empowered to share their thoughts.
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    Calyx Point Reviews & Ratings

    Calyx Point

    Calyx Software

    Streamline your mortgage process with efficiency and transparency.
    Experience a faster and more efficient loan process with Point, the leading loan origination system designed specifically for mortgage brokers. This platform expertly oversees everything from the initial application to the final closing, ensuring a smooth journey for all involved. Say goodbye to unexpected fees and complicated contracts, as Point guarantees transparency throughout the entire process. Standardization is made easy with templates that streamline borrower files, loan options, closing expenses, and other crucial components. You can gather, create, and securely store pre-application data, aiding in the prequalification of potential borrowers. Strengthen your client relationships by utilizing marketing tools like flyers for open houses, loan comparison resources, and pre-approval paperwork. With an extensive network of over 200 integrated vendor partners, Point provides effortless access to essential services such as credit reports, appraisals, asset verification, product pricing, eligibility assessments, closing documentation, and compliance support. A mere click connects you to numerous service providers, facilitating quick data exchange and significantly improving your operational effectiveness. By adopting Point, you are not just keeping up; you are setting a new standard in mortgage processing, positioning your business for exceptional growth and success in the future.
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    LendingPad Reviews & Ratings

    LendingPad

    LendingPad

    Streamline mortgage lending with innovative solutions and integrations.
    LendingPad delivers an extensive range of functionalities, featuring a powerful CRM, digital loan documentation, streamlined document management, a pricing and eligibility engine, warehouse oversight, and capabilities for managing institutional investor transactions. The platform is crafted with intuitive interfaces that facilitate the rapid review of vital loan information. It supports concurrent user processing and provides real-time alerts, which allows multiple files to be updated simultaneously. By leveraging electronic loan files in conjunction with integrated document management, it significantly enhances workflow efficiency. Moreover, LendingPad offers various integration options with different vendors and lenders, effectively minimizing system redundancies. It is equipped to handle secondary market activities, funding processes, and post-closing operations, enabling unlimited user collaboration without hindrance. The platform also encompasses banking functionalities and warehouse operations while managing third-party channels, effectively overseeing comprehensive secondary processes with institutional investors. Its superior enterprise API ensures that data exchange remains both synchronous and adaptable, significantly boosting overall operational productivity. Additionally, the single sign-on functionality empowers clients, serving as a seamless extension of their existing back-office teams, which guarantees an efficient integration into their routine operations. Ultimately, LendingPad is designed to enhance the mortgage lending experience through its innovative features and user-centric approach.
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    Encompass Reviews & Ratings

    Encompass

    Encompass

    Revolutionize KYC with unmatched automation for compliance success.
    Empower your KYC teams with the renowned automation solution from Encompass, which provides unmatched access to trustworthy global data sources. Transform your strategy for AML compliance and customer onboarding by adapting effortlessly to regulatory shifts, ensuring ongoing compliance through automated corporate KYC due diligence. The instant data collection and digital KYC profiles offered by Encompass establish a solid foundation for effective customer lifecycle management and persistent KYC initiatives. By utilizing intelligent process automation, Encompass guarantees the efficient acquisition and integration of essential data and documentation to satisfy AML and KYC requirements. The incorporation of sophisticated automation features significantly improves your KYC approach, leading to enhanced operational efficiency. The following functionalities could greatly enhance your organization and foster substantial improvement in your compliance processes.
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    MeridianLink Mortgage Reviews & Ratings

    MeridianLink Mortgage

    MeridianLink

    Revolutionizing mortgage lending with innovative, integrated solutions.
    MeridianLink Mortgage, previously known as LendingQB, stands at the forefront of financial technology innovation, reshaping how mortgage lenders originate loans and engage with their clients. This browser-based, SaaS Loan Origination Software revolutionizes mortgage lending by seamlessly integrating with over 300 vendors and services. By leveraging this integration, users can develop a tailored Digital Mortgage solution that meets their specific requirements. Recognized as a leader in the digital mortgage landscape, LendingQB empowers users with cutting-edge LOS technology at their fingertips. What sets MeridianLink Mortgage apart is its Lean Lending solution, which merges state-of-the-art technology with specialized services designed to enhance technology adoption. This approach results in quicker implementation times, improved process efficiency, and a higher return on investment. Furthermore, the platform includes a natively-built AUS and loan pricing engine, adding to its comprehensive offerings. Overall, MeridianLink Mortgage aims to streamline the lending process and elevate the customer experience in the mortgage industry.
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    TrustEngine Reviews & Ratings

    TrustEngine

    TrustEngine

    Boost loan applications and enhance borrower relationships effortlessly.
    TrustEngine's Borrower Intelligence Platform enables lenders to increase the volume of loan applications, cultivate customer loyalty, and boost borrower retention rates significantly. Moreover, this cutting-edge solution optimizes the lending process, resulting in enhanced efficiency that benefits both lenders and borrowers in their interactions. As a result, it not only helps financial institutions grow but also improves the overall experience for those seeking loans.
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    OSE Reviews & Ratings

    OSE

    Open Seas

    Proactively safeguard your brand with real-time security solutions.
    When a security breach takes place, affected organizations face considerable hurdles in rebuilding customer trust and mending their brand's image. OSE steps in by proactively detecting and alerting you to attacks aimed at critical systems in real time, enabling preemptive action to protect your organization's intellectual property, brand integrity, and customer loyalty. In addition, OSE provides an extensive audit that outlines changes made during an attack and the system's configuration prior to the incident, aiding in a rapid recovery. With its robust reporting features, OSE also helps ensure compliance with ISO 27000 standards. The Operating System Security Enforcer (OSE) implements your defined Security Policy, which can be either a standard option or tailored to suit your specific requirements. It facilitates the application of this security policy across all company servers operating on Unix, Linux, and Windows platforms. The Autonomous OSE Agent remains actively deployed on a Unix/Linux server, continuing its monitoring functions even during interruptions in network connectivity. Moreover, it can oversee and manage a network of servers via the OSE Agents, ensuring thorough security management. This comprehensive strategy not only strengthens security but also bolsters your organization’s capacity to withstand future threats while fostering a culture of security awareness among your staff.
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