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Average Ratings 0 Ratings

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ease
features
design
support

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Description

We assist businesses in speeding up their scalable and sustainable growth by providing exclusive, sales-ready leads at a predetermined cost per lead, seamlessly integrating with any CRM system. Our collaboration with your current marketing and sales teams enhances your growth trajectory. By enabling quicker execution of paid marketing campaigns, we ensure that customer data is integrated securely, allowing you to acquire exclusive sales-ready leads at a consistent cost per lead, directly into your CRM. Working hand-in-hand with your established sales and marketing approach, we deliver a substantial volume of high-quality leads to your organization at a fixed rate per lead. Together, we can achieve remarkable growth. To optimize time management, we assess the intent of new leads through our tailored landing pages while maintaining compliance standards. Additionally, we continuously enhance your sales performance by integrating sales data and implementing real-time campaign optimization strategies to help you not only meet but surpass your growth objectives. Our goal is to be your partner in success, turning potential into measurable results.

Description

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Calyx Point
Encompass
Facebook
LendingPad
LinkedIn
OSE
TrustEngine
X (Twitter)

Integrations

Calyx Point
Encompass
Facebook
LendingPad
LinkedIn
OSE
TrustEngine
X (Twitter)

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dolead

Country

France

Website

www.dolead.com/en/

Vendor Details

Company Name

Unify

Founded

2008

Country

United States

Website

unifycrm.com

Product Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Product Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Content Marketing

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

eLearning Authoring Tools

Content Import / Export
Course Publishing
Gamification
Instructor-Led Courses
Interactive Content
PowerPoint Conversion
Self-Paced Courses
Storyboarding
Template Management
Test / Quiz Creation
Video Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Alternatives

Alternatives

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MyCRMDashboard Mortgage CRM

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Surefire CRM Reviews

Surefire CRM

Top of Mind Networks
Verse.ai Reviews

Verse.ai

NICE
Lendesk Reviews

Lendesk

Lendesk Technologies
Buyer Discovery Reviews

Buyer Discovery

Gartner Digital Markets
BluMortgage Reviews

BluMortgage

BluRoot