FOR IMMEDIATE RELEASE: Floify Integrates with Unify to Optimize Mortgage Loan Originators’ Sales and Marketing Processes – 10/01/21

Intelligent data syncing between POS and CRM unlocks new possibilities to increase conversions using automation while minimizing loan originator effort.

BOULDER, COLO, Oct. 01, 2021 — Floify, the leading developer of point-of-sale (POS) technology for the mortgage industry, announced its integration with Unify, a customer relationship management (CRM) and marketing automation software built for mortgage professionals. The integration streamlines data flow between the POS and CRM systems, enabling automatic contact creation, which can include borrower, co-borrower and referral source details. The combined solution empowers loan originators to effortlessly deploy Unify’s marketing resources to prospects and in-process loan applicants for higher application conversion and loan pull-through rates.

“Combining all the features a loan originator needs to grow loan volume into the Unify Business Growth Platform keeps all marketing efforts and business activities in one place. There’s no need to invest in different platforms to conduct business,” said Scott Lidberg, CEO and Founder of Unify. “Integrating with POS systems, like Floify, gives our users yet another tool to help them build more business and close more loans.”

The new integration enables loan originators who use Floify to automate their mortgage process and Unify to manage their customer database, to seamlessly access select loan details from either platform, eliminating the need to work between multiple software applications. Designed to eliminate errors from customer databases, Floify and Unify ensure that no contact goes unrecorded. New leads are automatically added to Unify from Floify loan flows and online 1003 applications.

“In today’s fast-moving mortgage industry, loan originators want the speed and convenience of a mortgage automation system like Floify integrated with a robust mortgage CRM like Unify,” said Dave Sims, CEO of Floify. “Our partnership with Unify has allowed us to combine these critically important platforms in a way that has resulted in a comprehensive and seamless experience for mortgage professionals.”

About Floify
Floify is a digital mortgage automation and point-of-sale solution that streamlines the loan origination process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Lenders use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Floify is based in Boulder, Colorado. For more information, visit the company’s website at or on social media at Facebook, LinkedIn, or Twitter.

About Unify Powered by Lone Wolf
Unify is a complete mortgage software solution that provides lenders with LOS integration, lead generation, contact management, marketing automation, full Mobile App, and automated workflows. Unify’s Business Growth Platform delivers all the tools needed to grow a lender’s business in one simple to use, cloud-based system. Unify was purchased by Lone Wolf Technologies in August 2021. Lone Wolf is the industry leader in real estate tech and serves over 1.5 million real estate professionals, 20,000 offices, and 1,000 MLSs and associations in the US and Canada. With their cloud solutions for agents, brokers, franchises, MLSs and associations, Lone Wolf gives agents and brokers everything they need to amaze clients, build their business, and improve profits—in one place.


We’re excited to share that Propertybase and its family of brands BoldLeads, BoldMortgage and Unify, has been acquired by Lone Wolf Technologies, the top real estate tech provider in North America.

Together, we’re uniting the world’s best tech and building the ultimate platform for real estate agents and brokers.

Here’s Vance Loiselle on the big news:

“Joining forces with Lone Wolf is an exciting milestone for Propertybase and its customers. Combining the power of Propertybase’s innovative website, CRM, and marketing solutions with the unequaled capabilities of Lone Wolf’s offerings will further allow real estate professionals to thrive using technology in a rapidly evolving industry.”

What does this mean for you?

Right now, it’s business as usual for our customers! Continue to use the same channels for support and billing. We’re excited to share more in the next few months as we bring our companies and products closer together.

In the meantime, here’s some more info about our new team at Lone Wolf.

About Lone Wolf

The industry leader in real estate tech, Lone Wolf serves over 1.5 million real estate professionals, 20,000 offices, and 1,000 MLSs and associations in the US and Canada.

Lone Wolf’s transaction technology powers the national transaction management member benefits in both the U.S. and Canada, with Lone Wolf Transactions (zipForm Edition) and CREA WEBForms® powered by Lone Wolf Transactions (TransactionDesk Edition). Lone Wolf is also known for the gold standard in real estate back office and accounting, Back Office, as well as the groundbreaking solutions Insights, Recruit, and Cloud CMA. New additions to the company include LionDesk, HomeSpotter, and the leader in data analytics for brokers, Terradatum.

With their cloud solutions for agents, brokers, franchises, MLSs and associations, Lone Wolf gives agents and brokers everything they need to amaze clients, build their business, and improve profits—in one place.

Best of the best.

Lone Wolf and Propertybase share the same mission: Simplify real estate. And as leading providers of real estate tech, we also share many of the same customers. And our customers have long wanted—and needed—our solutions to connect and work together.

With this acquisition, we’re happy to oblige.

Here’s Jimmy Kelly, Lone Wolf CEO, on why Propertybase and Lone Wolf have come together:

“Lone Wolf and Propertybase have been on parallel tracks for years. We thought it was time our paths crossed. Propertybase is known for its incredible CRM and real estate websites, while Lone Wolf has long led the industry in transaction and back-office management. Our customers want—and need—these essential solutions to work together, so they can run their entire business in one place. This acquisition brings our leading products together and puts our combined team in position to build the ultimate unified technology platform for the real estate world.”

It’s all about bringing the best and most-used solutions in real estate together, so we can give agents and brokers all the critical components they need in an increasingly complex and competitive marketplace. 

The ultimate real estate platform.

We’re looking forward to working with Lone Wolf and connecting our solutions. Combined, we’re building the ultimate unified platform for real estate, which will go a long way to simplifying real estate for you and the people you proudly serve.

We can’t wait to get started. Stay tuned for more coming soon.


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, 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


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


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