FOR IMMEDIATE RELEASE: UNIFY END OF YEAR RECAP AND WHAT’S COMING IN 2021 – 12/18/20

Roseville, MN – December 18, 2020 – We have all been through a crazy year in 2020 and it has been our privilege to help all our clients grow their business to the next level this year.

As we close out a chaotic 2020, the Unify Team would like to thank you for being a Unify client.

Even in the face of all the adversities, we stayed focused on client success. Unify added business resources in several key areas and completed many development initiatives that resulted in new Unify Business Growth Platform features.

 

2020 Highlights

We take our client growth mission very seriously, and this year we accomplished major initiatives to support our clients:

We Added Many New Experienced Team Members
COO, CMO, Client Success Manager, Client Support Manager, Go To Market and Project Operations Manager, Business Analyst, and Senior Software Developers.

New Unify Features Released
Integrations with SimpleNexus, Floify, SlyBroadcast, New iOS and Android Mobile App enhancements, Automated Workflows, Enhanced Campaign Management, Text Messaging 2.0, Email Address Hygiene Management, Auto De-Dupe of Contacts, Marketing Assistant Campaign Approval Notification, and many client-specific enhancements.

We Enhanced Our Business Growth Accelerators
Mortgage Inquiry Alerts, Opportunity Alerts, Just Listed Alerts, Marketing Concierge (Virtual Marketing Assistant), and Client Retention Marketing.

New Next Level Training Programs Were Offered
Next Level Hot Topic Webinars, Live Feature Trainings, University Modular Video Trainings, and Best Practices Videos.

Leveraging the power of the Unify platform, we worked with our Clients to create successful prospect, customer, and partner relationships. Here are some of the important marketing statistics we achieved together in 2020:

  1. Emails Sent = 41,540,632
  2. Direct Mail Sent = 553,575
  3. Flyers Downloaded = 28,549
  4. Open House Flyers = 6948
  5. In Process Communications Sent = 1,059,347

Using the Unify Business Growth Platform, our Clients in 2020 realized:

Loans Closed – 175,572 Closed Units

Total Volume – $52.5 Billion in origination volume

2021 Unify Roadmap

To continue to drive our Client’s success in 2021, we are embarking on many new feature developments including:

New User Interface/User Experience
a modern, personalized, and easy-to-use User Interface on Desktop and mobile devices. The UI will access all your favorite features intuitively.

Creation of a Unify Client Focus Group
group to help guide the User Experience and New Feature development.

Improved Social Media
New Content formats with easier sharing and posting

Centralized Marketing Control
a Default Concierge function, Multiple Agent Marketing administration, and Multiple Loan Officer or Company wide Social Media distribution

Workflows Phase II
More Workflow templates for frequently used processes to make it easier to automate your business and collaboration processes.

Prequalified Leads
Unify plans to provide the option to receive names of pre-qualified buyers that you can share with your Real Estate Partners.

New Reporting Functions
Reports on your relationship building status and marketing effectiveness. Marketing attribution to closed loans.

 

We wish you all a safe and wonderful Holiday Season. We look forward to working with you to achieve a successful 2021!

Best Wishes for Wonderful Holiday Season,

The Unify Team

FOR IMMEDIATE RELEASE: UNIFY ANNOUNCES NEW WORKFLOWS FEATURE THAT AUTOMATES MORTGAGE COMPANY PROCESSES AND COLLABORATION – 10/27/20

Roseville, MN – October 27, 2020 – Unify, the leading provider of mortgage company Business Growth Platfom solutions, announced that it has released the new Workflows feature. The residential mortgage industry is booming right now due to refinancing and new home loans. Loan originators are busier than ever. They are challenged by complex processes and coordinating team members to be effective.

To solve these challenges, Unify Workflows provides the ability to automate many facets of the Loan Originator’s work processes. 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 also connects to your Marketing Campaign Library as well.

“We work closely with our Unify Clients and we understand how busy they truly are,” said Scott Lidberg Unify CEO. “We created the Workflows capabilities to provide new ways to dramatically increase productivity.”

To see Workflows in action – click here to view the Workflows video overview.

About Unify CRM
Unify is an innovative Business Growth Platform designed specifically for the mortgage industry. We help mortgage banks, community banks, mortgage brokers, credit unions, and loan originators to more effectively connect with their clients, manage relationships, and grow their business. It is our goal to help loan originators become more efficient, grow their business, and make more money. Unify is a product of Cross Media, LLC, which is based in Roseville, MN. For more information, visit unifycrm.com

FOR IMMEDIATE RELEASE: Unify CRM ANNOUNCES INTEGRATION WITH ELLIE MAE’S ENCOMPASS DIGITAL LENDING PLATFORM – 08/15/19

Partnership enables lenders to access Unify’s Customer Relationship Management system through leading digital lending platform

Roseville, MN – June 21, 2019 – Unify CRM, a provider of Customer Relationship Management solutions, announced that its software will now be integrated to Ellie Mae’s Encompass® Digital Lending Platform, including using Ellie Mae’s Encompass Partner Connect™ API technology. The integration allows lenders to more efficiently and securely share data between Unify CRM’s solutions and Encompass to drive quality and efficiency in the loan origination process.

API integration allows for a smoother communication between both platforms and we plan to leverage this integration as much as possible. Users of Encompass® and Unify CRM will have an improved experience when moving data over form either system. We want to make loan technology as efficient as possible so that lenders can closer more loans and streamline the process for their clients.

Ellie Mae is a leading provider of innovative on-demand software solutions and services for the residential mortgage industry. Ellie Mae’s Encompass Digital Lending Platform provides one system of record that enables banks, credit unions and mortgage lenders to originate and fund mortgages and improve compliance, loan quality and efficiency.

“Unify CRM is delighted to partner with Ellie Mae,” said Unify’s president, Scott Lidberg. “Our secure, seamless integration with Encompass enables our clients to simplify the process of customer relationship management, so they can more efficiently process mortgage loans and grow their business. We look forward to a long, successful relationship with Ellie Mae.”

About Unify CRM
Unify is an innovative suite of features and technology services designed specifically for the mortgage industry. We help mortgage banks, community banks, mortgage brokers, credit unions, and loan originators to more effectively connect with their clients, manage relationships, and grow their business. It is our goal to help loan originators become more efficient, grow their business, and make more money. Unify is a product of Cross Media, LLC, which is based in Roseville, MN. For more information, visit unifycrm.com