First complete Mobile CRM for the Mortgage Industry

Developed for both Android and IOS platforms, loan originators can now leverage the full power of Unify CRM, wherever they may be. Now, the most robust CRM in the industry fits easily in the palm of your hand.

Unify Mobile CRM

With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much, much more. Everything you need to manage customer relationships can now fit in your pocket. Don’t be held back by outdated software.

Loan originators are busy nowadays and not only need a robust CRM, but they also need to access it on the go. Unify is pleased to announce the first complete Mobile CRM designed specifically for the mortgage industry.

Contact Management

a. Add Contacts
b. View and Manage Contact Details
c. Manage Contact Groups
d. Send Marketing
e. Create and Add Notes
f. Schedule Follow Up

Lead Management

a. Add Leads
b. View and Manage Lead Details
c. Manage Lead Groups
d. Send Marketing
e. Create and Add Notes
f. Schedule Follow Up

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Alerts and Opportunities

a. Opportunity Alerts
b. Customer Alerts
c. Hot Prospects
d. Mortgage Inquiry Alerts
e. Property Listing Alerts

Loan Pipelines

a. View Loan Pipelines
b. View Loan Details
c. View Loan Contacts
d. Schedule Follow Ups

Marketing Library

a. View Campaign Library
b. Start Marketing Campaigns

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Video Marketing

a. Record Video
b. Upload Video
c. Send Video Emails
d. Manage Video Gallery
e. Social Sharing

True Mobile App

Native IOS and Android APP allows you to leverage:
a. Camera
b. Microphone
c. GPS
d. Click to Dial

Import Phone Contacts to Unify

Tasks, Appointments, Scheduled Calls

a. View Daily List
b. Manage

Text Messaging

Customizable Dashboard

Mortgage Calculator