CONTACT ORGANIZATION
Manage contact updates, notices, and touch points.
- Schedule appointments, tasks, and calls
- Organize contacts into identifiable groups
- Track past communication touch points
FEATURES
Contact Change of Address NoticeContact Targeted Grouping
Contact Scheduling
Contact Outreach Tracking
Contact Rate Program Updates
DIRECT MAIL
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.
