Best Practices Video Library

Full Training Videos and Live Training can be found here

Marketing Concierge – A quick video showing how you can set your Unify Marketing Concierge to automate marketing.

Open House Flyers – This video give you a quick example of the Open House Flyer feature inside Unify CRM. 

Quick Send Video – Quickly send out videos in Unify CRM.

Recording and Uploading Videos – A short demonstration of the video feature in Unify CRM.

Status Updates – A brief and informative walk through of the status updates you encounter in Unify CRM.

Mortgage Insights – A concise tutorial showing how to create a Mortgage Insights presentation.

Mortgage Insights Brochure – A concise tutorial showing how to create a Mortgage Insights brochure.