Loan Officer Dashboard
Don’t miss a beat. Access Unify from anyplace you access the web and get real-time reporting – summarized or detailed – on loan status and milestones, plus instant access to Underwriting Conditions.
Automatically send communications, either direct mail or email, for specific
events – holidays, rate adjustments, birthdays, closed loan. Leverage any
combination of emails, greeting cards, direct mail or other communications.
Marketing Set up with your budget in mind, these programs are designed to stay in touch with past clients and help make you their first choice when looking to finance again.
Referral Partner Data
Get a snap shot of your marketing activities to leads and quickly drill down to more detailed information.
Let’s you know when potential business opportunities exist in your database.
Knowing important information about our customers is vital to building a lasting relationship. CRM Alerts keep you informed.
Contact Marketing Data
Get a snap shot of your marketing activities to contacts and quickly drill down to more detailed information.
Easily view important information about loans in your pipeline. Mange them before they become issues.
Easily synchronize your calendars in one place. Add tasks and appointments and receive reminders and alerts.
Knowing information about your own performance and production helps keep you motivated and on track to meet your business and financial goals.