Unify® is the full-featured CRM for leaders of the Mortgage Industry.

Unify® is the single solution system helping mortgage professionals meet their business goals. It provides them with superior technology, information, sales pipeline management, and communications all in a single web based platform.

Unify® is an approved vendor of
Fairway Independent Mortgage Corporation

Unify® is pleased to provide the following values to your organization.

Unify® Features

Social Media

Post memes and videos directly from your Unify® account. Stay connected with your friends, family, and others on your LinkedIn, Twitter, and Facebook accounts.

Video Marketing

No need to subscribe to separate services. Video is built right into Unify®. Engage with your clients, prospects, and referral partners in a new and personal way.

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Open House Flyers

Quickly build open house flyers with important referral partners. Flyers can be created with or without pricing and data is accessed directly from most MLS organizations.

Direct LOS Integration

Real time access to information about your pipeline facilitates automated communications to borrowers and important industry partners and eliminates the need for multiple databases or duplicate effort.

Contact Management

Important information about your customers is just a click away. Unify® lets you access borrowers past loan transactions with you, view your marketing history or start contacts on new marketing communications in seconds.

Sales Pipeline Management and Tracking

Make your plan, record your activity and measure your success.

Third Party Lead Integration

Lead capture and sales automation tool designed for those managing opportunity from multiple lead sources.

Sales Presentations

Quickly prepare multiple loan scenarios for your customers to review in a professionally prepared format. Impress them with the knowledge you have and your attention to detail.

Smart Phone Technology (iOS and Android)

Take your business on the road with My Unify® Mobile and Unify Video.

Automated Marketing Communications

Automated status updates and set it an forget it marketing ensures you are always connected with those that are important to you.

Multi-Channel Marketing

Communicate to clients and partners using multiple channels. Build relationships using Email, Direct Mail, Print, Social Media, and Video.

Extensive Content Library

Over 1000 campaigns and marketing pieces professionally designed and available for you.

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Data Mining and Opportunity Alerts

Alerts to lending opportunities delivered to you daily from your past clients and contacts.

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Mortgage Inquiry Alerts

Retain past clients. Receive alerts when they apply for a new mortgage with a competitor.

Listed Property Alerts

Everyday people you know list their homes for sale. Get notified when they do.

Unify® Benefits

1 Platform for Multiple Business Services

Vendor Consolidation and Cost Control

Web Based and Mobile

Compliance and Marketing Control

Marketing Audit & Archive Compliance

Set It and Forget It Automated Marketing

Automatic Updates to Borrowers & Agents

Superior Training and Customer Support

Contact Info

Tampa Office: Technology & Professional Services

12802 Tampa Oaks Blvd Suite 110
Tampa, FL 33637

Corporate Headquarters: Customer Support & Operations

2658 Patton Road Roseville, MN 55113
Phone: 1-866-497-3224
E-mail: support@crossmedia-llc.com