Workflows – 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
Enhancement to Campaign Management – September 3, 2020
Unify released an enhancement to Campaign Management that makes it easier to add contacts and leads to a campaign. Now you can select a marketing campaign first and then select your contacts or leads. When you select a campaign in the Campaigns Library, you will now see two new buttons to the left side of the page, SELECT CONTACTS FOR THIS CAMPAIGN and SELECT LEADS FOR THIS CAMPAIGN. These buttons allow you to jump to the Contacts or Leads list and then go back directly to the Campaign you selected.
The Video of how to use this enhancement is here
Enhanced User Interface
The Unify team has released a visually enhanced user interface that makes each Unify CRM page easier to navigate and use. When you login into myunifycrm.com you will see this new look, as well as the addition of help text, throughout Unify. Note that the menu items, content, and functions of each page have not changed. So no new training is necessary.
To make sure the new user interface works well in your web browser, you need to clear your browser’s cache. We have created a PDF quick instruction sheet on how to clear the cache in your Chrome, Firefox or Edge browser.
Delete Campaign Events
Unify CRM company managers now have the ability to delete campaign events from existing marketing campaigns via Campaign Creator. This feature allow’s company managers to delete an event by selecting the delete button on the right hand side of each event. This will delete all marketing collateral associated with that campaign event including email, images, etc
Please make a note this is not reversible and make sure you are deleting the correct event.
Text Messaging v2
We have made a number of enhancements to the Text Messaging Feature to make it more robust. These enhancements include:
1. My Messaging Inbox – You will find this in the left-hand navigation in the “Marketing” section. This will provide you with a list of all replies so that you can easily view and manage them.
2. First Name Token – By default, a first name toke will appear in all new text messages. This will allow the first name of the contact to be populated automatically. If you do not want the first name in the message, just delete the token.
3. In Process Communications – When an email is generated for an IPC a text will automatically be sent to the borrowers that have opted in for text messages. The content of the text message will be the subject line of the email. There will also be a link to the entire email so that they can easily view it in their phone. If you do not want to participate in IPC’s sent via text, you may opt out of this in the IPC section of your User Preferences.
4. Text Message “Opt in” Management
- Company Managers may upload lists of Contacts that have “opted in” using other methods than the invitation email.
- If a Contact Opts out by texting STOP, the list upload will not override that. The only way for them to opt back in is via the invitation email.
- New Contacts will not be created from this upload.
5. View Opt Ins – Users will be able to view the list of individuals that have opted in to receive text messages in a tab located in the “My Messaging Inbox.”
6. Opt In Search – Users can search for Contacts that have opted in to receive text messages in Contact and Leads. This will allow them to target a text message only to contacts that have opted in. An example of this might be All Realtors that have opted in.
7. NMLS Number – The NMLS number of the loan originator is being added automatically to the text message.
There is a new tab on email analytics screen that will allow Users to see what contacts in their account which have bad email addresses, resulting in emails not being sent to these individuals. The user is now able to edit the email addresses right from this page. The contact’s phone numbers are provided for convenience.
This feature provides visibility into emails that need to be updated but also serves to improve the sending reputation of the system.
We have just released a mobile app for Borrowers called “Unify Connect.” With this app, your Borrowers can:
- Receive loan status updates
- View the current status of their loan
- View key contacts information (email & phone number that are involved with their loan such as: realtor, loan officer, appraiser) thus allowing them to tap to call, email or text the contact all from the mobile app.
- View current and/or past loan details such as payment breakdown, type of loan, amount, etc
- Use the built in mortgage calculator for purchase and refinance mortgages
For more information, view the video here.
Mortgage Inquiry Alerts Regional Manager View
A new feature has been added that allows Regional Managers to view all Mortgage Inquiry Alerts that have occurred in their region. They have the ability to select date ranges and can filter by individual Branches or Users. This will give them more visibility into this valuable program and allow them to better work with loan originators to maximize results.
Email Social Sharing
You may now share emails from the Campaign Library using the “Share” button below the email preview. Clicking the button will take you to the Social Media screens where you can view and edit the content before posting.
Text Messaging is now available within Unify. This feature allows Users to send one-t-one or one-to-many text messages directly from Unify to any contact that has opted in to receive text messaging. An “Opt In” email is available in the Campaign Library. You can search for it by using the keyword “Text Message.”
Text messaging is an optional feature that is available on a company wide basis. If text messaging is not available to you, please discuss with your company managers. To view a video of this feature, please click here.
Marketing Audit Key Word Search
You can now search the various Marketing Audit screens for key words. The key word must be part of the content name or subject line.
User Preferences Screens
A User Preferences screen has been added in the “My Account” section. All User Preferences are now located on this screen. And include Outlook 365 sync, system contact preferences, rate differentials, and text messaging set-up.
Additional Contact Email Addresses
This feature has been updated. Unify now checks all email addresses in a Contact’s Detail Screen before adding realtor to the Contact Database. This will reduce the number of duplicate contacts that result from Realtors using multiple email addresses.
Search by Zip Code and Phone Number
The ability to search by zip code or by phone number has been added to the Contact Management screen.
Mortgage Inquiry Alerts – Send to Lead Tracker
Now you have the ability to easily create a new Lead Tracker lead by checking a Contact and clicking the “ADD TO LEAD TRACKER” button.
Additional Email Addresses
Places for two additional email addresses have been added for the primary contact in the Contact Details screen. This will help eliminate the creation of duplicate Realtor Partners who have multiple email addresses.
Marketing will only be sent to the primary email address.
Lead Tracker & Timeline
You now have the ability to create multiple Lead Tracker leads for the same contact. This is especially useful when working with investors who may have multiple loans or applications in process at the same time.
You can also access all Lead Tracker leads for an individual contact within the Timeline feature in the Contact Details screen. A link is available inside the bubble that quickly takes you to the Lead Tracker Details screen.
Mortgage Inquiry Alerts Opt Out
Loan Originators who are taking advantage of the Mortgage Inquiry Alerts service now have the ability to opt individual contacts out of the program. Simply navigate to their contact details and check the box next to “Inquiry Alerts” in the Marketing Opt out area at the bottom of the screen.
Rate Sheets have been added as a feature in the Open House area of the campaign library. Simply select your programs, add your estimated closing costs, an input your interest rates. All APP’s are calculated for you. Rate Sheets can be downloaded as a PDF or emailed through the Start Marketing Campaigns feature.
Merge Contacts with Different SSN
Contacts where the Social Security Numbers do not match, or where one contact has one and the other does not, may now be merged after acknowledging the warning. Please visit the De-Duplicate screen in Contacts to use.
Saving Marketing Collateral as Favorites
Now you can save your favorite marketing pieces in a Favorites folder. When you find a marketing piece you would like to use often, simply check mark it as a Favorite and access it directly from the Campaigns Library. View or Download User Guide
Outlook Email Sync
Outlook emails can now be synced automatically from your Outlook 365 account directly into Unify. View your important communications easily from one place. This feature includes search functionality. View or Download User Guide
The “Tracker” screen in “Contact Details” is now called “Timeline.” Along with this change we have added new content, including Outlook 365 emails, “Dashboard Alerts,” and “Logged Responses.” You can filter by event type using the icons at the top and use the handy search feature to find specific messages. View or Download User Guide
Same Day Email Send
You can now send up to up to 20,000 emails the same day by selecting today’s date in the calendar during the campaign creation process. These emails are processed in batches and sent out at three times: late morning, mid-afternoon and early evening.
Flyers can now be sent out by emails. Simply select your contacts and then “Start Marketing Campaigns.” You can select the “Flyer” you want to send, name your campaign, and create your own subject line. The email even includes a link to download the PDF.
Emailable Open House Flyers
Open House Flyers can now be sent out by emails. Simply select your contacts and then “Start Marketing Campaigns.” You can select the “Flyer” you want to send, name your campaign, and create your own subject line. The email even includes a link to download the PDF.
Unify now offers single-property websites.
Single Property Websites Generate Leads While Providing Value To Your Real Estate Agents
- Provide an exclusive environment for your realtors
- Easy to share and promote – Facebook, Twitter, & LinkedIn
- Lead Capture
- Automatically Created
They’re easy to build, and you can make lead capture forms which fully integrate with the CRM. With these, you’ll get business when the house sells, and you’ll build relationships with your referral partners. On top of that, you’ll generate leads from the potential buyers. You can share your single property websites on Social Media as well.
If you help an agent sell a house, they’ll likely become your referral partner for life. Being a loan officer requires long-term relationships with your business partners, and single property websites can help you build those.
Expanded photo options for Open House Flyers
You can now import and arrange up to 6 photos.
The First True Mobile CRM for the Mortgage Industry.
Unify is pleased to announce the first complete Mobile CRM designed specifically for the mortgage industry. Developed for both Android and IOS platforms, loan originators can now leverage the full power of Unify CRM, wherever they may be.
Now, the most robust CRM in the industry fits easily in the palm of your hand. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much, much more. Everything you need to manage customer relationships can now fit in your pocket. Don’t be held back by outdated software.
IPC Communications Additional Audiences
Now you can include up to 4 additional individuals to receive copies of IPC communications.
This is accomplished by adding the additional email addresses in your Marketing Partner’s Profile page.
This is a great way to include more of your partner’s team members in the mortgage experience and to help foster a lasting relationship.
Please also use this opportunity to ask for and enter the MLS Board that your Partner belongs to as well as their MLS Membership Number. This will allow you to create and distribute the Single Property Websites that are now available in the Open House Flyer feature.
Mortgage Inquiry Alerts Feature Enhancement
We are pleased to announce a new feature associated with our Mortgage Inquiry Alerts Program. Now, along with the “Alerts,” we provide you with additional valuable information about your “Contact” giving you with more insights about them before you call.
To view this information, just click on the “Alert Type” in your Mortgage Inquiry Alerts Dashboard.