Created to address the unique challenges of mortgage banking with innovative solutions.    

  • Facilitate effortless integration with existing banking systems, ensuring a smooth and uninterrupted transition
  • Customize the software to automate specific banking workflows, increasing operational efficiency
  • Prioritize security and compliance in banking operations through robust built-in audit and approval processes
  • Guarantee optimal operational performance with rapid and reliable customer support, along with convenient application accessibility for banking needs

Unify's Mortgage CRM is tailored to meet the unique needs of banks in their customer relationship management.

Here's an overview of how Unify effectively addresses these challenges:

Data Integration and Management

Unify's Mortgage CRM offers robust data management capabilities and seamless integration with other banking systems. This facilitates efficient data handling and ensures that customer information is up-to-date and accessible across various platforms, including loan processing and credit scoring systems.

Regulatory Compliance

The CRM is built with compliance in mind, helping banks adhere to various regulations. It includes features for data privacy, anti-money laundering compliance, and ensures adherence to fair lending practices, reducing the risk of regulatory violations.

Security and Privacy

Understanding the importance of data security, Unify's Mortgage CRM incorporates advanced security features to protect sensitive customer information. This includes encryption, regular security audits, and compliance with industry-standard cybersecurity protocols.

User Experience & Accessibility

The CRM is designed to be user-friendly, with an intuitive interface that simplifies navigation for bank employees. It also offers mobile accessibility, allowing bankers and customers to access information and perform tasks on the go.

Training and Adoption

Unify provides comprehensive training resources and support to facilitate smooth adoption among bank staff. This ensures that employees can leverage the full potential of the CRM system effectively.

Scalability and Flexibility

The CRM is scalable, catering to the needs of banks of different sizes. It is also flexible, enabling banks to customize features according to their specific needs and adapt to changes in the business environment

Customer Retention & Satisfaction

Unify's Mortgage CRM helps banks personalize customer interactions by providing detailed insights into customer needs and preferences. This aids in enhancing customer satisfaction and retention through targeted communication and tailored services.

Cost-Effective and High ROI

While offering a comprehensive set of features, Unify is also cost-effective, providing banks with a good return on investment. Its efficiency in managing customer relationships can lead to increased revenue opportunities.

Integration with Marketing & Sales

The CRM system integrates well with marketing and sales strategies, enabling banks to use customer data for targeted marketing campaigns and sales initiatives, thereby increasing cross-selling and up-selling opportunities.

Unify Mortgage CRM helps mortgage lenders streamline their operations, remain compliant, protect client data, and ultimately improve their relationships with customers, leading to better business outcomes. 

Let's talk about how we can expedite your lead lifecycle and help your bank's mortgage business grow.

Fill out the form to the right and one of our Mortgage CRM Solutions Experts will get back to you as soon as possible.