EVENTS

& News

EVENTS – Virtual and Physical (yay!)

SimpleNexus Users Conference – Feb. 22-25
More Information here

Indiana MBA and MBA of Kentucky Webinar – April 13, 2021 2pm ET
“5 Levers of Business Growth”

California MBA Mortgage Innovators Conference 2021 – May 4-5, 2021
Mortgage Innovators Website

WEBINARS

Next Level Episode 7 – January 11, 2021
Watch the Replay Here >>

NEWS

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The Unify team is pleased to announce that Propertybase, the leading global real estate software platform, has recently acquired our company, Cross Media LLC. The Propertybase vision is to accelerate the use of intelligent technology across all stages of the customer journey to drive bottom-line results. We are excited that Unify and Propertybase share an identical focus on client success.

Unify Collaborates with Experian to Improve Mortgage Refinance and Purchase Lead Quality - April, 2021

Paired with Unify’s proprietary mortgage inquiry alerts, the integration enters the next frontier of data-driven lead generation and management.

Tampa Bay, FL (April 8, 2021) – Unify, a full suite mortgage-specific Business Growth Platform, is working with Experian® to create an industry-leading mortgage lead qualification engine. This collaboration combines the power of technology and data to provide a robust native mortgage solution to manage leads.

By using Experian’s PowerCurve® decisioning solution available through Unify, lenders can make more informed, real-time decisions. It’s a streamlined process that helps financial institutions gain flexible access to more data and advanced analytics. When a customer applies to get prequalified through Unify, a soft credit inquiry is performed, which does not impact the consumer’s credit score.

“We are thrilled to be entering into this relationship with Experian,” said Scott Lidberg, CEO of Unify. “This strengthens our commitment to deliver only the most innovative, high-performing software to help loan originators find and convert more leads into closed loans.”

“With shifting economic conditions, it’s critical for lenders to have real-time access to data and advanced analytics to make the most informed decisions while also mitigating future risk,” said Robert Boxberger, Experian’s President of Decision Analytics, North America. “With the integration, Unify clients can use our trusted PowerCurve decisioning capabilities to prequalify customers, reduce losses and respond better to regulatory changes.”

Mortgage brokerages also face the challenge of knowing when to follow-up with their contacts. Unify’s Mortgage Inquiry Alerts enable loan originators to stay competitive by automatically identifying when a contact is in the market for a mortgage. In addition, automation within the system generates opportunities for immediate engagement with potential customers. By providing four types of alerts (Inquiry, Early Pay-Off, First-Time Buyer and Likely Homebuyer), clients will discover untapped revenue opportunities already within their database.

“High-performing mortgage brokers understand the two facets of lead generation – new leads and your current database. Unify is a trusted growth platform that tackles both of these out of the box,” continued Lidberg. “By harnessing data and automation, our clients will undoubtedly be at the forefront of an evolving industry.”
To learn more about Experian and Unify’s instant prequalification offering, please visit www.unifycrm.com.

Unify Announces Floify Integration - March, 2021

Unify and Floify have introduced the integration of their mortgage platforms to streamline the mortgage loan application processes. The integration of the Floify mortgage point-of-sale portal and Unify Business Growth Platform™ increases loan application efficiency and improves customer experience.

Unify is Acquired by Propertybase - February 2021

The Unify team is pleased to announce that Propertybase, the leading global real estate software platform, has recently acquired our company, Cross Media LLC. The Propertybase vision is to accelerate the use of intelligent technology across all stages of the customer journey to drive bottom-line results. We are excited that Unify and Propertybase share an identical focus on client success.

Serving more than 80 mortgage companies across North America, Unify offers a turnkey platform with the richest set of tools to identify and convert more leads and retain clients. The features consist of robust customer relationship management (CRM), real-time Loan Origination System (LOS) integrations, intelligent mortgage inquiry alerts actively mining potential borrower data, marketing automation, a mobile app and much more.

“After an extensive evaluation process to identify an authoritative market leader, we’re thrilled to welcome the Unify team into our Propertybase family,” said Vance Loiselle, CEO of Propertybase. “Unify’s differentiated product offering and commitment to exceptional service accelerates our plans to streamline how real estate and mortgage professionals can effectively use innovative digital solutions to drive revenue.”

Research suggests that it will behoove the industry to cooperate in tackling the ever-changing client expectations brought on by digitalization and consumerization. T3 Sixty’s 2021 Swanepoel Trends Report detailed the lucrative opportunity which exists to create cross-functional partnerships.

“T3 Sixty annually studies and analyzes the 10 most significant trends impacting the residential real estate brokerage industry. The 2021 Swanepoel Trends Report specifically identified a renewed focus on real estate’s ancillary services and the continued surge in capital investments into real estate technology. The acquisition of a mortgage technology company by Propertybase affirms both these two trends,” stated Stefan Swanepoel, Chairman & CEO of T3 Sixty.

“Unify was founded with the vision that software should play an integral part in the mortgage industry,” added Scott Lidberg, CEO and Founder of Cross Media, LLC. “Joining forces with Propertybase is an exciting achievement which will allow us to not only amplify our current client offerings but unlock cutting-edge potential for the entire industry.”

As part of the acquisition, the Unify product will continue to operate as an independent entity while continuing to be enhanced under the Propertybase family of brands.

From the very beginning, Propertybase’s vision has been to accelerate the use of technology across the entire industry, improving the customer journey and enabling our clients to grow in a digital-first world. We’re excited for this next phase of the journey!

Unify Announces SimpleNexus Integration - November 9th, 2020

Unify and SimpleNexus has introduced an industry-leading integration to streamline the mortgage loan application and application abandonment processes. The two-way integration of the SimpleNexus Digital Mortgage Platform and Unify Business Growth Platform™ increases loan application efficiency and creates more loan applications by reducing the number of application abandonments.

Learn more about this exciting new integration and watch the overview video here —>

Unify Announces Automated Workflows Feature - October 26, 2020

Workflows is a state-of-the-art tool linking triggers such as loan information from your LOS, new leads imported, and Opportunity Alerts with automated actions like sending an email or a text to a team member. Workflows is mainly used for internal staff and partner workflows and communications. Workflows connects to your Marketing Campaign Library as well.

The Workflows feature will appear in the Unify left hand navigation column on Monday 10/26. But before you use the Workflows feature, make sure to discuss the use of the Workflow features with your Unify Company Admin prior to implementing any Workflows.

Watch Workflows in action by clicking on the Workflows screen image

Watch Workflows in action by clicking on the Workflows screen image

 

Getting trained on Workflows will be key to your success.
Please register here for a Live Training session

“Send the Right Message, to the Right Person, at the Right Time.