In an effort to instill confidence and reinforce our position as a leader in the mortgage CRM software industry, we are pleased to state that we have received a clean Service Organization Controls (SOC 2) Type I examination report from the accounting firm of Lurie, LLP. The firm completed their examination of Unify CRM as of September 15, 2017 and issued the SOC 2 report on October 12, 2017. This report assesses that our personnel, controls, policies, and procedures meet the necessary criteria for the security principle.

As part of the examination, we underwent extensive auditing of our policies and procedures to ensure that our clients’ electronic information is preserved to the highest levels. The opinion of the Auditors is meant to provide assurances to our clients that our description of Unify CRM, reflected in the SOC 2 Type I report was fairly presented, and that the controls stated in the description were suitably designed to provide reasonable assurance that the criteria associated with the security principle was met.

Please contact us to receive a copy of our most recent SOC2 Report.

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