Manage contact updates, notices, and touch points.   

  • Schedule appointments, tasks, and calls
  • Organize contacts into identifiable groups
  • Track past communication touch points


  Contact Change of Address Notice 

  Contact Targeted Grouping 

  Contact Scheduling 

  Contact Outreach Tracking 

  Contact Rate Program Updates 

Add Direct Mail to your toolkit to significantly improve your Contact Organization capabilities in Unify's Mortgage CRM.

The Direct Mail enhancement includes sending strategically crafted direct mail campaigns.

These campaigns are not just promotional; they're designed to maintain engagement with past borrowers, offering them continued value even after their loan has been finalized.

This approach not only strengthens relationships with previous clients but also reinforces your brand's presence and value in their financial journey. 


Let's talk about contact management and your direct mail capabilities.

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