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