All the tools for growth.
All in one mortgage CRM.

Unify gives top mortgage professionals the tools needed to grow their business. Manage key relationships, send marketing campaigns, and track leads — all in one place built specifically for mortgage professionals.

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Trusted by thousands of mortgage industry leaders

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Exceed your sales goals
more efficiently.

Growing your mortgage business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you. Unify can help you create more lending opportunities and manage them more efficiently. See for yourself today.

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Tools built to solve your unique problems. All included.

Being a mortgage professional is hard. We want to make it easier. That’s why we used our in-depth understanding of the unique demands in your industry to build all the tools in Unify. It’s also why we include them all in one easy-to-use cloud-based system.

Real-time LOS integration
Contact, lead, and pipeline management
iOS and Android applications
Automated marketing communications
Multi-channel marketing (including video)
Lending opportunity notifications
Dashboard alerts
Compliance Management

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Million Marketing Emails Sent by Unify to Date

Thousand Flyers Created with Unify

Million Direct Mail Pieces Through Unify To Date

Million In Process Communication Launched

Check out what mortgage industry leaders have to say about Unify

Slide “It is with much enthusiasm that I am writing to recommend the services of Cross Media, LLC (Unify).

As a company, we have sought to find the perfect CRM to meet the individual needs of our 80+ loan officers; we tested dozens before finding Unify. After our demo with Unify, we knew this was a “must-have” CRM. We have now been using Unify for almost a full year with fantastic results.

Unify has fully integrated with Calyx Point and made the customer retention and correspondence very easy to manage. It has been my privilege to work with Earl McClain at Unify through our setup, integration, and day-to-day tasks with Calyx Point.” Scott Chinen
Marketing Director, Mortgage Financial Services “We needed solutions for Pipeline Management, Marketing Campaign Tracking, Marketing Delivery, Milestone communications, and Loan Officer Reporting and honestly, I expected to have to use multiple vendors for our solutions. Then, I met Unify. Your platform has not only provided and answer to these needs all in one place, BUT you have provided us with many other solutions we didn’t know we could have.

Your personal touch, responsiveness to needs, and the industry knowledge your team brings to the table is invaluable. I HIGHLY recommend ANY lender needing solutions for sales support, marketing or lead management is missing out if they don’t contact UNIFY FIRST!” Jeff Ratanapool
Chief Operating Officer, Century Mortgage Slide “We had researched many CRM systems and after just one demo with Unify we knew this was the system we needed to take us to the next level. It has so many great capabilities under one roof, the endless amount of marketing collateral and co-branding was one reason we made the switch. This system is not only a CRM but also a lead management system which is great add for us. It will be easier for us track the progress of all projects. We are very excited to be embarking on this new partnership with the team at Cross Media.” Christina DellaCamera
Marketing Director, iServe Residential Lending “I wanted to reach out and let you know how impressed I am with the new UNIFY CRM system. Since diving head first into the database and actually using it , I have been able to close an additional 8 refinances that I would have never called and made over $42,000 in additional commissions in the last 60 days.

Thanks for always equipping us with the latest and greatest tools to stay in front of our clients and not leave money on the table. Your team is always eager to help and I appreciate the support you and your team provide. I am now a UNIFY junkie.” Jarrod Fassio
Senior Loan Officer, Summit Funding Slide “Unify has the core system, functionality and expansions covered. The real-time data is one of the best features of the system that we utilize and the mobile application will make the loan officer’s life on the road easier- we are already using the online mobile website today.

Unify integrates with the LOS, is synced with the MLS and is continuing to grow with technology, which is a must for us. We love the marketing, branding and co-branding that helps us streamline our communication in one centralized place and the compliance piece is covered, which is extremely important. Customer Service can always be reached at any time with questions or additions we want for the system.” Patrick Gardner
Executive Vice President, Washington First Mortgage “It’s refreshing dealing with your company. I am new to Residential Home Funding and learning Unify. Working in Northern VA away from NJ my resources are only as good as email and phone for support. Being in this business 30 years I understand the importance of a good CRM and marketing platform, especially today. Unify was one of the main reasons for me bringing my team to RHF.

All too often as managers we all get complaining emails, I just had to write a positive one in recognition of your team.

I’m looking forward to working with you all. Have a great week!” Paul Johnson
Regional Manager, Residential Home Funding
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