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.

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New Lead Alerts

Get alerted by text, email, or direct phone call when new leads are assigned to you.

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List Upload

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.

Outlook Sync

Meetings, calls and notes are automatically synced with your email calendar.

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