EVENTS

& News

EVENTS – Virtual and Physical

HousingWire Annual – Sept. 21-28 – Frisco, TX
More Information here

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

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.

Floify Integrates with Unify to Optimize Mortgage Loan Originators’ Sales and Marketing Processes - October 1, 2021

Unify announced its integration with Floify, the leading developer of point-of-sale (POS) technology for the mortgage industry. The integration streamlines data flow between the Floify and Unify systems, enabling automatic contact creation, which can include borrower, co-borrower and referral source details. The combined solution empowers loan originators to effortlessly deploy Unify’s marketing resources to prospects and in-process loan applicants for higher application conversion and loan pull-through rates.

“Combining all the features a loan originator needs to grow loan volume into the Unify Business Growth Platform keeps all marketing efforts and business activities in one place. There’s no need to invest in different platforms to conduct business,” said Scott Lidberg, CEO and Founder of Unify. “Integrating with POS systems, like Floify, gives our users yet another tool to help them build more business and close more loans.”

The new integration enables loan originators who use Floify to automate their mortgage process and Unify to manage their customer database, to seamlessly access select loan details from either platform, eliminating the need to work between multiple software applications. Designed to eliminate errors from customer databases, Floify and Unify ensure that no contact goes unrecorded. New leads are automatically added to Unify from Floify loan flows and online 1003 applications.

“In today’s fast-moving mortgage industry, loan originators want the speed and convenience of a mortgage automation system like Floify integrated with a robust mortgage CRM like Unify,” said Dave Sims, CEO of Floify. “Our partnership with Unify has allowed us to combine these critically important platforms in a way that has resulted in a comprehensive and seamless experience for mortgage professionals.”

Unify by Propertybase Joins Lone Wolf! - August 25, 2021

We’re excited to share that Propertybase and its family of brands BoldLeads, BoldMortgage and Unify, has been acquired by Lone Wolf Technologies, the top real estate tech provider in North America.

Together, we’re uniting the world’s best tech and building the ultimate platform for real estate agents and brokers.

Here’s Vance Loiselle on the big news:
“Joining forces with Lone Wolf is an exciting milestone for Propertybase and its customers. Combining the power of Propertybase’s innovative website, CRM, and marketing solutions with the unequaled capabilities of Lone Wolf’s offerings will further allow real estate professionals to thrive using technology in a rapidly evolving industry.”

What does this mean for you?
Right now, it’s business as usual for our customers! Continue to use the same channels for support and billing. We’re excited to share more in the next few months as we bring our companies and products closer together.

In the meantime, here’s some more info about our new team at Lone Wolf.

About Lone Wolf
The industry leader in real estate tech, Lone Wolf serves over 1.5 million real estate professionals, 20,000 offices, and 1,000 MLSs and associations in the US and Canada.

Lone Wolf’s transaction technology powers the national transaction management member benefits in both the U.S. and Canada, with Lone Wolf Transactions (zipForm Edition) and CREA WEBForms® powered by Lone Wolf Transactions (TransactionDesk Edition). Lone Wolf is also known for the gold standard in real estate back office and accounting, Back Office, as well as the groundbreaking solutions Insights, Recruit, and Cloud CMA. New additions to the company include LionDesk, HomeSpotter, and the leader in data analytics for brokers, Terradatum.

With their cloud solutions for agents, brokers, franchises, MLSs and associations, Lone Wolf gives agents and brokers everything they need to amaze clients, build their business, and improve profits—in one place.

Find out more about Lone Wolf here.

Best of the best.
Lone Wolf and Propertybase share the same mission: Simplify real estate. And as leading providers of real estate tech, we also share many of the same customers. And our customers have long wanted—and needed—our solutions to connect and work together.

With this acquisition, we’re happy to oblige.

Here’s Jimmy Kelly, Lone Wolf CEO, on why Propertybase and Lone Wolf have come together:
“Lone Wolf and Propertybase have been on parallel tracks for years. We thought it was time our paths crossed. Propertybase is known for its incredible CRM and real estate websites, while Lone Wolf has long led the industry in transaction and back-office management. Our customers want—and need—these essential solutions to work together, so they can run their entire business in one place. This acquisition brings our leading products together and puts our combined team in position to build the ultimate unified technology platform for the real estate world.”

It’s all about bringing the best and most-used solutions in real estate together, so we can give agents and brokers all the critical components they need in an increasingly complex and competitive marketplace.

 

The ultimate real estate platform.


We’re looking forward to working with Lone Wolf and connecting our solutions. Combined, we’re building the ultimate unified platform for real estate, which will go a long way to simplifying real estate for you and the people you proudly serve.

We can’t wait to get started. Stay tuned for more coming soon.

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 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.”