My Unify CRM 3.1.21

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

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

Pipeline

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

Contacts

• Review contact tasks by day.
• Browse contacts by groups and mark them as favorites.
• 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.

Third Party Leads

• Review lead tasks by day.
• Browse leads by groups and mark them as favorites.
• 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.

Active Leads

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

Marketing

• Schedule automated marketing email campaigns and postcard sends to contacts and leads.
• Send personalized video email marketing campaigns.
• Review previous marketing campaign statuses.

Video

• Record and store new videos in your Unify Marketing Library.
• Manage and share recorded videos through your device with other apps.
• Mark videos as favorites to share with contacts and leads.