Grow Loan Volume with the Right Mortgage Software

Finally, CRM software built exclusively for top mortgage professionals to keep you ahead of your competition. Discover how Unify’s Business Growth Platform ensures you can continually scale your business.

We Focus on Every Client’s Success

Unify Mortgage Software Simplifies Processes, Automates Tasks, Accelerates Teamwork, and Drives Growth

Increase your mortgage loan originations by creating great relationships with prospects, clients and partners. Foster effective team collaboration. Improve customer experiences. Know when your clients are ready for a loan. Get time back in your day. Unify is the complete mortgage CRM software you’ve been looking for.


Manage, market and maintain your contacts and prospects into lifetime clients and partners.



  • Contact Management
  • Automated Marketing
  • Client Support/Training
  • Mobile App


Create relationships with prospects, clients and partners using Unify's multi-channel marketing automation.


  • Video Marketing
  • Text Messaging
  • Automated Workflows
  • Direct Mail, Flyers & Emails

Automated Workflows

Workflows allows you to create automated processes that execute 24/7.


  • Event, Status, and LOS Triggers
  • Emails
  • Texts
  • Calls

Hot Prospect Alerts

Be notified when your clients are in the market for a new loan and stop losing past clients to competitors.


Alert Types:

  • Pre-Qualified Prospects
  • Inquiry Alert
  • Likely Homebuyer
  • First Time Homebuyer
  • Early Payoff (EPO)
  • Home Equity

Rainmaker Sales System

Unify’s Rainmaker selling process and tools give you everything you need to accelerate leads.


  • LOS Integration
  • Referral Follow-Up
  • Automated Reporting
  • Lead Tracker

LOS & POS Integrations

Unify integrates with all major Loan Origination systems and SimpleNexus.



  • Encompass
  • SimpleNexus
  • Calyx
  • Many more!

Client Retention & Acquisition

Set Up automated campaigns that help create clients for life!



  • Post Close Program
  • Automated Communications
  • Pre-Qualified Prospects
  • Mortgage Inquiry Alerts
  • Emails, Texts, Calls
  • Direct Mail

Security & Compliance

Unify's entire software is SOC II Type II certified, Experian EIPA3 Certified, and has built-in compliance features.



You will have Management Oversight and Sign-off, CAN-SPAM adherence, Disclaimer Management, Complete Audit Record of all marketing activities, State Licensed Marketing and Fair Credit Reporting Act compliance.

Next level Program

We created programs for each user type with ongoing trainings to stay up to date and take your mortgage business to the Next Level.



  • LIVE Training Sessions
  • Full Feature Training Videos
  • Next Level Webinar
  • Best Practice Videos
  • Video Archive
  • Open Close

A Mortgage CRM That is Always Available!

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

Unify mobile mortgage software

The Mortgage Business Growth Platform
Designed to Drive Success for Everyone


Increase Loan Volume, Increase NOI, Build Great LO Teams, Retain Clients

Your business requires the ability to adapt to ever-evolving mortgage market conditions to drive profitable growth. Your team gets powerful, mortgage-specific CRM tools with Unify’s complete software.


Your business is busier than ever and you are challenged to simultaneously address many areas.

Put Unify’s marketing capabilities to work by automating many of your prospect, customer and partner communications. Plus, create collaborative team workflows and retain clients for life.


A key challenge for mortgage marketers in today’s rapidly changing market is using the right CRM to generate personal and relevant communications.

Unify is built exclusively for mortgage marketing with the features, content, and automations you need to help your company grow and improve your customer engagement.


With over 8,000 different MarTech systems to choose from, it is critical you have best-in-class mortgage software that integrates seamlessly with your infrastructure.

Unify meets your compliance standards, is secure (SOC 2 Type 2), and has certified interfaces to your LOS/POS systems and Experian.

Thousands of Unify Users Love Their Results

Additional Mortgage Industry Success Insights

Your 5 Levers of Mortgage Business Growth for 2021

Your 5 Levers of Mortgage Business Growth for 2021

2020 was a crazy year. The residential mortgage market was booming, while we all had to deal with the downside of the pandemic. Now in 2021, we are all moving forward into a different normal, and you need to focus on new ways to grow your business to the next level....

read more
3 Mortgage Scams To Avoid

3 Mortgage Scams To Avoid

You’ve probably heard about credit card scams, identify theft, and other forms of fraud. But did you know that mortgage scams are out there as well? Predatory lending has been more strictly regulated since the ’08 crash, but scammers are still out there preying on...

read more
Security Planning for the Future of your Business

Security Planning for the Future of your Business

Written by Tate Kesner As a past director with a software company, we had to submit an Emergency Plan in case of a situation that would prevent our staff from coming to work. How would we continue to work with our thousands of clients around the country? In doing so,...

read more

Send the Right Message, to the Right Person, at the Right Time.