Marketing can take lots of time. Time you may not have as a busy mortgage lender. Unify simplifies your marketing to save you time. With Unify, you can automate your marketing, create difference-making videos, and send multi-channel campaigns in just a few clicks.

Unify Users Love their Marketing Materials and Automations

Unify Marketing Features



Email is one of the most effective marketing channels, We upgraded Unify email with CAN Spam compliance and tracking built in to make sure your message gets seen by the right people.

Direct Mail


Generate more leads by being top-of-mind with direct mail campaigns that deliver relevant messages to key leads.

Video Marketing


Set your company apart from the competition with video content that people love. Even better? Add personalization and dynamic data to maximize your message's impact.

Co Branded Marketing Materials


Build relationships with important business partners by including them on your marketing pieces.

Extenstive Marketing Library


Access hundreds of campaigns, emails, flyers, direct mail pieces, and more in just a few clicks to send key messages, generate more leads, and close more loans.

Automated Marketing


Stay in touch more easily with "set it and forget it" event-driven marketing.

Marketing Analytics


Keep track of what you're sending, who's opening it, and who's converting so your marketing can get more effective over time.

License & Disclaimer Management


Unify helps to ensure that vital licensing and disclaimer information regarding company, branch and loan officer are included on each and every flyer, email, and direct mail piece.

Marketing Archive & Audit


Unify keeps you compliant by automatically saving a copy and creating a report for every marketing event that takes place.

Do Your Marketing Anywhere at Anytime

Unify Mobile App: Developed for both Android and iOS platforms, loan originators can leverage the full power of their Unify mortgage CRM, anywhere at any time. The most robust mortgage software in the industry fits easily in the palm of your hand.

Unify mortgage software mobile


With Unify’s built-in video solution, you record videos right from your PC or mobile device. Your prospects, clients, realtors and partners can now receive a personalized video from you that is effective and impactful.


Unify support text message marketing to reach out to your prospects and clients who have provided their consent. The Unify Text Messaging feature is designed to help you stay TCPA compliant in your texting communications.

Mortgage marketing made easy.

You need your leads to convert into customers. And your customers to close. Unify’s Marketing solution can help move your pipeline in the right direction. Unify leverages industry-leading cloud-based software to make integrated multi-channel marketing easier for busy mortgage leaders like you. Generate more leads, nurture them, and close the loan with Unify.