Better Manage Clients And Mortgage Leads With Software From Unify CRM

Roseville, MN – Unify is a full-featured CRM specifically designed for the Mortgage Industry. They help mortgage professionals more efficiently achieve their goals by providing superior business technology, communications tools, customer experience and support. Companies who have adopted and benefitted from Unify include American Financial Network, Bay Equity, Fairway Independent Mortgage Corporation, Summit Funding, and many more.

Unify CRM provides solutions for individuals and companies with specific needs including Jeff Ratanapool, the Chief Operating Office for Century Mortgage. “We needed solutions for Pipeline Management, Marketing Campaign Tracking, Marketing Delivery, Milestone Communications, and Loan Officer Reporting. Honestly, I expected to have to use multiple vendors for our solutions. Then, I met Unify. The platform has not only provided an answer to these needs all in one place, BUT they have provided us with many other solutions we didn’t know we could have.”

Unify helps you to become better connected to all aspects of your business. The real time LOS integration allows access to information about your current business pipeline and actively communicates with your clients and valuable business partners. The multi-channel and automated marketing features make it easy to conduct your prospecting and retention marketing and the co-branding opportunities allow you to grow referral partner relationships more effectively. They actively mine your data for business opportunities, utilizing both internal and external sources, alerting you when they discover it and automatically communicating with your potential prospects. Unify is the single source technology to help you grow and manage your business.

The overall quality, efficiency, and user experience is vital for mortgage companies, a primary reason why Unify CRM  is critical in the customer engagement process. It aids in delivering the needed visibility, consistency, and control that a customer would look for from initial borrower engagement through retention. Committed to delivering the best mortgage CRM software, Unify CRM is the reliable choice for mortgage professionals who need want to provide the best in customer engagement technology.

With so much to offer in mortgage marketing software from Unify CRM is a solution that can create a difference for any business. Those who are interested in their services can visit them at 2658 Patton Road Roseville, MN 55113.

To request more information or a demonstration call them at 1-866-497-3224 or via e-mail at

A comprehensive overview of their solution can be found online at

Media Contact
Company Name: Unify CRM
Contact Person: Scott Lidberg
Email: Send Email
Phone: 1-866-497-3224
Address:2658 Patton Road
City: Roseville
State: Minnesota
Country: United States