Lead Management Capabilities
Unify’s mortgage lead management system pulls data from lead providers and web pages and organizes it to automatically give you the information to nurture more effectively. Quickly and easily build and manage multiple lead programs from multiple sources in a single platform. Measure results, set follow up tasks or initiate communications with just a few clicks.
Third Party Lead Integration
Integrate seamlessly with the leading providers of Mortgage Leads to help grow your business.
Web Site Lead Integration
Our website mortgage lead integration software accept leads from websites or web forms and capture important information from motivated borrowers and future customers.
Integrated Phone System
Our Catapult option for lead distribution rings the phone of every loan originator currently set to receive leads. Simply accept the call and the lead is assigned.
Multiple Lead Groups
Create an unlimited number of custom lead groups for easy segregation and marketing.
New Lead Alerts
Get alerted by text, email, or direct phone call when new leads are assigned to you.
Easy to use tools to add your leads from any Excel file.
Lead Distribution and Re-Distribution
Easily set up distribution rules for each lead program.
Lead Source Identification
Know where your leads are coming from and track performance.
Meetings, calls and notes are automatically synced with your email calendar.