All the tools for growth.
All in one mortgage CRM.

Unify gives top mortgage professionals the tools needed to grow their business. Manage key relationships, send marketing campaigns, and track leads — all in one place built specifically for mortgage professionals.

Mortgage CRM Screen
mobile mortgage app

Unify Mobile Mortgage CRM

With the Unify mortgage crm 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.

Trusted by thousands of  industry leaders

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Exceed your sales goals
more efficiently.

Growing your mortgage crm business takes time. But as a top mortgage crm professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you. Unify is the best mortgage crm that can help you create more lending opportunities and manage them more efficiently. See for yourself today.

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Life Cycle of CRM Solution
mortgage crm software solutions

Tools built to solve your unique problems. All included.

Being a mortgage crm professional is hard. We want to make it easier. That’s why we used our in-depth understanding of the unique demands in your industry to build all the mortgage crm tools in Unify. It’s also why we include them all in one easy-to-use cloud-based system.

Real-time LOS integration
Contact, lead, and pipeline management
iOS and Android applications
Automated marketing communications
Multi-channel marketing (including video)
Lending opportunity notifications
Dashboard alerts
Compliance Management

Million Marketing Emails Sent by Unify to Date

Thousand Flyers Created with Unify

Million Direct Mail Pieces Through Unify To Date

Million In Process Communication Launched

Check out what mortgage crm industry leaders have to say about Unify

Mortgage CRM Tools For Success

The powerful tools within Unify’s mortgage crm app allow you to create more lending opportunities by helping you manage activities that lead to more business. Top originators use these techniques every day to help propel them to the top…
How high would you like to go?

Recent News

What Are Mortgage Rates?

You’ve probably heard the term “mortgage rates” before. News articles and advertisements love to talk about rates, rates, rates! But what exactly are they, and what do they mean for the average homebuyer? Before we talk about mortgage rates, let’s talk about what a...

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Reaching Out To Repeat Homebuyers

Repeat buyers account for over half of all home purchases. They’re usually upsizing after having kids, downsizing after the kids have left the nest, or moving to a more preferred area. Either way, they’ve been through the homebuying and moving process before and don’t...

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Data Security and SOC 2 Certification

Security is more important than ever in a digital age. With all the news headlines of data breaches and privacy controversies, there’s no wonder that people are concerned about the safety of their personal data.   Your CRM vendor handles not only your data, but...

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Mortgage CRM Review: Unify

For loan officers and other professionals who work on mortgages, a good CRM is essential. CRMs are, more than anything, efficient systems for managing contacts. That means referral partners, vendors, and other important people as well as customers and prospects.

The best CRM in the world, though, will not be much use to you if it doesn’t fit into your team’s workflow. A system that can be completely adapted to your existing process is a powerful asset. Many software developers are tackling the needs of mortgage professionals from the ground up, building new CRMs expressly designed for the industry.

Mortgage CRMs: Reasonable Expectations

The days of relying on a no-frills customer database are long past. Virtually every CRM solution offered to mortgage teams can deliver superb contact management.

So, what are the deciding factors? CRM platforms designed expressly for mortgage use offer highly efficient automation tools to make marketing and sales both more efficient and more effective. A good CRM will streamline the processes of distributing leads, reporting on sales activity, and drip marketing.

Today, mortgage lending teams have a fair range of CRM systems built to fit their needs. Some of these systems have already carved out a respectable niche in the industry; others are gaining in popularity. We’re examining the most popular systems of the moment, keeping a particular eye on their benefits and their potential for smoothly integrating with a loan officer’s other software tools.

Unify CRM

We’ve been hearing more and more about the Unify CRM recently. It’s now being used organization-wide by some of Unify’s enterprise lender customers.

Unify isn’t a flashy system, but it can be a devastatingly effective one. It handles marketing and contact management just fine, but what really shines are its analytic tools. It’s perfect for tech-savvy, data-driven sales teams. We see particular fondness for Unify among analytical, organized, process-focused lenders.

Unify is a mortgage CRM that concentrates on excellence in its core applications rather than dabbling in every aspect of mortgage paperwork. It doesn’t manage loan documents, 1003s, or jump through hoops for customers. But it is an exceptional relationship management toolkit.

Key features of the Unify CRM:

* Managing leads, referral partners, and contacts
* Marketing communication automation
* Co-branded marketing
* LOS integration in real time, including opportunity notifications and database monitoring
* A library of leverageable marketing materials
* Campaigns designed for post-close use
* Full mobile app support
* Video marketing
* Robust analytics on both marketing and business data