Unify

Unify Mortgage CRM is a cloud-based customer relationship management (CRM) solution for mortgage businesses of any size. Key features include business intelligence, customer relationship management and marketing automation capabilities. It offers tools for various users including companies, managers, loan officers, processors, borrowers and professional partners. Unify is able to integrate with loan origination systems (LOS). Users can synchronize all their calendars and contact lists and receive notifications and alerts. Unify also includes a de-duplication tool that alerts users about potential duplicated entries. It includes permission-based read and write access for various user types. Unify is able to accept leads from websites or web forms and capture information from borrowers and future customers. Users can run multi-channel marketing via email, direct mail, newsletters and more. The solution comes with a preloaded library of campaigns, emails, flyers and direct mail pieces.