Marketing Service Level Agreements

You know that marketing and communications are essential to your business. But how do you keep up to date on current trends in the industry, provide your loan originators with the variety of relevant cross media formats they desire or deploy them to a distributed sales force? Unify® gives you the ability to do all that. Our team of talented researchers, writers and graphic designers provide the materials you need to stay in touch and communicate your important messages to a variety of audiences.

Have your own marketing department…no problem! Unify®’s mortgage content marketing support works hand-in-hand with your team to create and/or distribute communications consistent with your brand guidelines and maintains a complete record of all marketing activities (as required by regulation) for compliance purposes. Our various levels of marketing support insure that you will always have fresh and relevant content ready for their use. Would you like to learn more? To set up your own personal demo, simply contact us today!

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“We had researched many CRM systems and after just one demo with Unify we knew this was the system we needed to take us to the next level. It has so many great capabilities under one roof, the endless amount of marketing collateral and co-branding was one reason we made the switch. This system is not only a CRM but also a lead management system which is  great add for us. It will be easier for us track the progress of all projects. We are very excited to be embarking on this new partnership with the team at Cross Media.”

Christina DellaCamera

Marketing Director, iServe Residential Lending

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“I wanted to reach out and let you know how impressed I am with the new UNIFY CRM system.  Since diving head first into the database and actually using it , I have been able to close an additional 8 refinances that I would have never called and made over $42,000 in additional commissions the last 60 days. 

Thanks for always equipping us with the latest and greatest tools to stay in front of our clients and not leave money on the table.  Your team is always eager to help and I appreciate the support you and your team provide. I am now a UNIFY junkie.”

Jarrod Fassio

Senior Loan Officer, Summit Funding

Custom Content Creation

It always happens. Just when your team is buried with important tasks and projects, an opportunity arises in a branch, for a loan officer or for one of your valuable business partners. You wish you had the time and resources to help, but other pressing deadlines seem to get in the way. With Unify’s Marketing Service Level Agreements you can meet these challenges head on. Our team of creative marketing professionals provides mortgage marketing content solutions, working hand-in-hand with your team to bring these special projects home and the opportunity to fruition.

Perpetual Monthly Newsletters

Staying in front of your customers and important business partners, with timely information that is relevant to them, can be difficult for an individual…or even a company. Leverage our team of talented researchers, writers and designers to provide this valuable content to your sales team. They will love the ease of the “set-it & forget-it” feature…you will love the results.

Special Marketing Projects

Need some additional input on a special project or opportunity? Want to talk about mining information from your existing database or perhaps leveraging a third party source to pursue an opportunity? Do you need creative ideas on how to increase customer engagement and response rates? Let us know your special project needs and our team of experienced professionals will be there to help.

Staying Relevant

Information changes quickly in today’s lending environment. Businesses wanting to keep their customers and business partners up to date on current trends are hard pressed to develop and present this information in a timely manner. We excel in providing this service…branded for you…and ready to help keep your audience up to date on information important to them.

Your Brand

We understand the importance of your Brand. You’ve spent years creating it and promoting it to your constituents. It is the first impression that new borrowers and business partners see…and the one your long term relationships have come to rely on. It might be our team of writers and designers working hard to create the final pieces…but it is always your BRAND.

Timely and Relevant New Content

In a constantly changing lending environment, you need to be able to stay ahead of the changes to loan programs, interest rates and other conditions that drive the market. Your sales professionals need the tools and resources to keep their prospects informed. By providing fresh content based on current market conditions, our creative team of content professionals can help you stay ahead of the changing trends.