My Unify CRM 3.1.21

Cross Media LLC ❘ Freeware ❘
iOS
uit 51 stemmen

Laatste versie
3.1.21 Veilig te installeren

Dit is geen downloadformulier!

De UpdateStar programma database wordt bijgehouden door gebruikers, voor gebruikers.
Met uw steun kunt u helpen om de software van alle andere gebruikers actueel te houden. Vul alle velden in die onjuist of achterhaald zijn. We zullen uw bijdrage zo spoedig mogelijk controleren en beoordelen.
Wij danken u voor uw steun aan UpdateStar!

Titel:

Categorie:

Vereisten:

Android

iOS

Windows

Mac

Linux

Licentie:

Uitgever:

Uitgever URL:

Beschrijving:

The Unify mortgage business growth platform offers a comprehensive suite of software tools designed to increase loan volume. With the My Unify CRM app, you can conveniently operate your business from your mobile device, accessing desktop platform features with mobile-tailored functionality in real-time.

My Day
<ul>
<li>View new opportunities, mortgage inquiry alerts, recent customer activity, hot prospects, loan pipeline updates, and marketing partner suggestions.</li>
<li>Access your Calendar to view scheduled calls, tasks, and follow-ups for all contacts and leads.</li>
<li>Search across all contacts and leads to make calls, send text messages, add notes, and book follow-ups.</li>
</ul>

Pipeline
<ul>
<li>Access active loans in your pipeline, loan prospects, previously closed loans, other loans, and loan favorites.</li>
<li>Review loan details to update borrowers, view timely changes, and engage through phone calls, emails, or text messages.</li>
<li>Use the loan calculator to keep borrowers updated or start a new loan scenario.</li>
</ul>

Contacts
<ul>
<li>Review contact tasks by day.</li>
<li>Browse contacts by groups and mark them as favorites.</li>
<li>Contact Details – View timeline, loan history, contact groups, start a marketing campaign, create follow-ups and notes, log a response, and add to lead tracker to begin the loan application process.</li>
</ul>

Third Party Leads
<ul>
<li>Review lead tasks by day.</li>
<li>Browse leads by groups and mark them as favorites.</li>
<li>Lead Details – View timeline, loan history, lead groups, start a marketing campaign, create follow-ups and notes, log a response, and add to lead tracker to begin the loan application process.</li>
</ul>

Active Leads
<ul>
<li>Access the Greatness Tracker.</li>
<li>Search across all active leads to set up automatic tasks, appointments, calls, and log a response.</li>
<li>Active Lead Details – View and create notes, access requested loan information and current loan comparisons, create follow-ups, and log a response.</li>
</ul>

Marketing
<ul>
<li>Schedule automated marketing email campaigns and postcard sends to contacts and leads.</li>
<li>Send personalized video email marketing campaigns.</li>
<li>Review previous marketing campaign statuses.</li>
</ul>

Video
<ul>
<li>Record and store new videos in your Unify Marketing Library.</li>
<li>Manage and share recorded videos through your device with other apps.</li>
<li>Mark videos as favorites to share with contacts and leads.</li>
</ul>

Labels:

Korte beschrijving:

Geïnstalleerde versie onbekend?

Huidige versie:

Download URL:

Directe download URL:

Koop URL:

Pictogram URL:

Schermafbeelding 1 URL:

Schermafbeelding 2 URL:

Schermafbeelding 3 URL:

Schermafbeelding 4 URL:

PAD-bestand URL:

Opmerking:

Uw e-mailadres:

Nieuwsbrief:

Voer uw e-mailadres in zodat wij u kunnen bereiken indien we vragen hebben over uw bijdrage. Wij zullen uw e-mailadres nooit delen met derden.

Schermafbeeldingen (Klik om te vergroten)

Aanverwant

BNTouch

Your Mortgage CRM & Marketing Tools Anywhere. With BNTouch's Mortgage CRM & Mobile App, you can automate your marketing efforts, increase lead conversions, and maintain strong partnerships from anywhere, on any device.

BonzoGo

BONZO offers a user-friendly and intuitive solution for efficiently managing outreach to current prospects and past clients. This allows your sales team to concentrate on their core task of closing deals.

Cardtapp

Unlock the power of digital business cards and elevate your professional connections with Cardtapp. Create a digital business card: Craft your own digital business card on Cardtapp, showcasing your contact details and expertise.

connectGS

Gold Star Mortgage Financials offers a mobile platform designed for loan officers to efficiently manage their contact databases and loan portfolios while on the move.

GoGo LO

Review: This platform provides real-time tracking of loan, prospect, and partner pipelines for loan officers/consultants.

Insellerate

The Insellerate, LLC mobile application offers mortgage professionals a comprehensive array of features including mobile lead management, distribution, marketing automation, LOS integration, in-app real-time communication through phone or …

Laatste versie
3.1.21

Veilige en gratis downloads, gecontroleerd door UpdateStar

Blijf actueel
met UpdateStar freeware.

Recente beoordelingen

	Festplattenschutz für SSD 2019 Ultimativer Schutz für deine SSD-Festplatte mit Festplattenschutz für SSD 2019 von Jochen Moschko!
	XAMPP XAMPP: de ultieme ontwikkelingstool voor webontwikkelaars
	Gigaset QuickSync Synchroniseer moeiteloos gegevens met Gigaset QuickSync!
	NTFS Mechanic Herstel moeiteloos NTFS-bestanden met NTFS Mechanic
	Aiseesoft FoneLab iPhone Data Recovery Herstel uw verloren iPhone-gegevens met Aiseesoft FoneLab
	Auto Shutdown Free Moeiteloos energiebeheer met Auto Shutdown Free

Meest populaire downloads

	UpdateStar Premium Edition Uw software up-to-date houden is nog nooit zo eenvoudig geweest met UpdateStar Premium Edition!
	Microsoft Edge Een nieuwe standaard in surfen op het web
	Google Chrome Snelle en veelzijdige webbrowser
	Microsoft Visual C++ 2015 Redistributable Package Verbeter de prestaties van uw systeem met Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Visual C++ 2010 Redistributable Essentieel onderdeel voor het uitvoeren van Visual C++-toepassingen
	Microsoft OneDrive Stroomlijn uw bestandsbeheer met Microsoft OneDrive