Originators

Unify® was specifically designed as a CRM for mortgage loan originators. We understand that your day is busy managing all of the various tasks, details and emergencies related to processing loans for your customers, in addition to being responsible for nurturing new business. You need a system that takes away the worry of staying connected to your clients – a solution that can automatically add important data to your client’s records or keep you informed about important events in their lives. You need the tools, time and resources to extend your reach, stay in touch and grow your business. Unify is that solution.

Please contact us today for additional information, or to set up a personal demonstration.

Features

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Contact Management

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Pipeline Management

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Lead Management

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Automated Marketing and Communications

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Sales Presentation Tools

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Customer Retention

Schedule a Demo Today!