For mortgage IT administrators, it's crucial to maintain compliance standards by implementing software that integrates seamlessly with your company's existing infrastructure, ensuring smooth operations and adherence to regulatory requirements.

Unify's mortgage CRM offers a comprehensive solution for mortgage IT administrators, emphasizing key areas of integration, security, and compliance. Its real-time Loan Origination System (LOS) integration, featuring over 200 data fields and an open API, allows for seamless incorporation into existing systems. The platform is SOC 2 Type 2 certified, ensuring top-notch security standards. Furthermore, Unify's CRM includes built-in content approval and audit processes, coupled with secure data management and analytics, to uphold stringent compliance requirements in the mortgage industry.


Discover How Unify's Mortgage CRM Revolutionizes IT Administration in the Mortgage Industry

System Integration & Management

Unify's CRM can integrate with various other systems and applications commonly used in the mortgage industry. This integration capability eases the burden on IT Administrators by ensuring smooth interoperability between systems, reducing the need for manual data transfer and potential errors.

Data Security & Compliance

In the mortgage industry, data security and regulatory compliance are paramount. Unify's CRM is designed to adhere to industry standards and regulations, which helps IT Administrators ensure that the organization's data handling practices comply with legal requirements.

User Access Management

IT Administrators can manage user access levels within the CRM, ensuring that sensitive client information is only accessible to authorized personnel. This feature aids in maintaining data security and privacy.

Customization & Scalability

Unify's CRM allows for customization to meet the specific needs of the mortgage business. IT Administrators can tailor the system to fit the organization's workflow, and it can scale to accommodate business growth.

Support & Maintenance

The CRM provides IT Administrators with technical support and maintenance services. This can include regular updates, bug fixes, and assistance with any technical issues that arise, reducing the workload of the IT team.

Training and Resources

Unify may offer training sessions and resources for users. IT Administrators can leverage these to ensure that staff are well-equipped to use the CRM effectively, reducing the need for IT intervention for basic queries.

Cloud-Based Infrastructure

Unify's CRM is cloud-based, it reduces the need for extensive on-premise infrastructure, which can be a significant advantage for IT Administrators in terms of reduced hardware maintenance and enhanced data accessibility.

Disaster Recovery & Backups

The CRM includes disaster recovery and backup solutions, which are crucial for data protection in the mortgage industry. This feature gives IT Administrators peace of mind regarding data safety in case of unexpected events.

Collaboration Tools

Collaboration tools within the CRM can improve communication and teamwork across departments, making it easier for IT Administrators to manage cross-departmental projects and initiatives.

Let's talk about how we can help you with your mortgage CRM needs.

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