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.
Pricing
Price Overview:
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.
Similar Software to Unify CRM
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This platform brings together essential workflows, streamlines repetitive processes, and upholds compliance using a robust, API-centric design. By minimizing operational slowdowns and making daily tasks easier, LendingPad lets mortgage professionals dedicate more time to client service rather than administrative duties. Its adaptable framework supports institutions of any size in responding swiftly to shifts in the market, regulatory updates, and new business strategies.
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The platform handles the repetitive work that eats up staff time: generating commitment letters, loan agreements, and discharges on demand, calculating interest and payments automatically, and keeping deals moving through a customizable pipeline. Borrowers, brokers, and investors each get their own branded portal for secure, real-time access to statements and updates, cutting down on status-check emails and phone calls.
Lenders managing outside capital also get dedicated fund management tools to track investor positions and generate clear reporting, which helps build trust with the people funding their loans.
Because workflows adapt to different loan types and deal volumes, lending teams can take on more business without a proportional increase in headcount, backed by onboarding and support built specifically for private and hard money lenders.
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MyCRMDashboard Mortgage CRM
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MeridianLink Mortgage
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The Mortgage LOS supports the full loan lifecycle, while the Mortgage Access POS delivers a smooth, digital‑first application experience that accelerates submissions and boosts conversions. Insight for Mortgage provides ready‑to‑use dashboards, real‑time benchmarking, and borrower analytics—enabling confident, data‑driven decisions without waiting on IT.
Built‑in and third‑party PPE options, including the PriceMyLoan® pricing engine, help shorten cycle times and improve pull‑through rates. Patented debt optimization tools strengthen borrower qualification by identifying opportunities to consolidate high‑interest debt. A third‑party originator portal simplifies collaboration with brokers and correspondents.
Post‑close cross‑sell capabilities extend relationships beyond funding, while no‑code configurability allows teams to tailor workflows without added development costs. Open APIs, core connectors, Admin Pro for Mortgage, Mortgage Credit Link™, paperless eClosings, hundreds of integrations, and best‑practice defaults help institutions launch faster, operate more efficiently, and deliver exceptional borrower experiences.
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Screenshots and Video
Company Facts
Company Name:
Unify
Date Founded:
2008
Company Location:
United States
Company Website:
unifycrm.com
Product Details
Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
Target Organization Types
Mid Size Business
Enterprise
Supported Languages
English
Unify CRM Categories and Features
eLearning Authoring Tools
Content Import / Export
Interactive Content
Template Management
Video Management
Mortgage and Loans Software
Client Database
Contact Management
Pipeline Management
Refinance Management
Residential Mortgages
Marketing Automation Software
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Loan Origination Software
Compliance Management
Customer Database
Financial CRM Software
Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Email Marketing Software
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
Content Marketing Software
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
Social Media Management
Video Management
Campaign Management Software
Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
CRM Software
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