Your LOS has untapped potential.
Let Unify change that.

Unify monitors over 200 unique fields in your LOS to provide you with key information in real-time. But we don’t stop there. Unify proactively mines data in your LOS plus third-party sources and alerts you to new lending opportunities you may not be aware of.

Real-time LOS integration made for busy mortgage professionals.

We understand how important your Loan Origination System is to your mortgage business. You need to be able to easily access the information it contains and share with key people. Unify’s real-time LOS integration helps you do just that. Loan Originators can stay connected to clients, create new sales opportunities, and even discover new lending opportunities.

Unify LOS integration features

Real-time data exchange

Bring the power of a single access solution to your team with a real-time data exchange between Unify and your LOS.

In-process milestone communications

Easily sync your calendars in one place. Add tasks and appointments and receive reminders and alerts.

r

Opportunity alerts

Get automated alerts when potential business opportunities exist in your database that you may not be aware of, like refinancing or new listings.

Web-based Saas - available 24/7

Always have the access you need, wherever you have a web connection with our cloud-based mortgage CRM.

~

Permission-based read/write

Unify communicates the way you want with permissions established by your compliance, IT, and sales departments.

Business analytics

Put valuable information about current and historical production in the hands of company managers, branch managers, and loan originators.

Contact sync

Avoid double entry by automatically adding and syncing contacts between Unify and your LOS.

Pipeline data and management

Get up-to-date information on loan status and underwriting conditions in an easy-to-use and remotely accessible interface.

}

Post-close marketing

60% of a customer’s referrals come in the first six months after closing a loan. Create new lending opportunities by making sure you’re the company those customers refer.

See what our valued customers say about Unify

v

Mark Graham of Summit Funding

Mark Graham is the Senior Vice President of Marketing for Summit Funding, Inc. and has spent over 10 Years in the mortgage industry developing profitable new business channels and marketing best practices. In this short video Mark shares his experience with Unify CRM.