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Description

Since its establishment in 1990, the LexisNexis Mortgage Asset Research Institute has evolved into a prominent authority and top source of information concerning mortgage professionals, companies, and crucial risk management solutions. We created the Mortgage Industry Data Exchange (MIDEX), an effective resource that assists subscribers in combating mortgage fraud, enhancing the credentialing process, and ensuring identity verification, among other benefits. The Mortgage Industry Data Exchange (MIDEX) stands out as the foremost repository contributed by industry participants, which is essential for the verification, credentialing, and oversight of mortgage professionals and firms. This extensive database features a distinctive mix of non-public cases verified by contributors that highlight instances of misrepresentation and/or fraud, alongside details of public disciplinary actions and licensing verification for mortgage originators, realtors, and appraisers. Additionally, the comprehensive reports generated by MIDEX consolidate public records, professional licenses, and real estate-related sanctions into a single, convenient document, making it an invaluable tool for industry stakeholders. Through these services, MIDEX not only enhances transparency within the mortgage industry but also significantly contributes to the overall integrity of the market.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Calyx Point No 
Encompass No 
Facebook No 
LendingPad No 
LexID Yes 
LinkedIn No 
OSE No 
One Mortgage System (OMS) Yes 
TrustEngine No 
X (Twitter) No 

Integrations

Calyx Point Yes 
Encompass Yes 
Facebook Yes 
LendingPad Yes 
LexID No 
LinkedIn Yes 
OSE Yes 
One Mortgage System (OMS) No 
TrustEngine Yes 
X (Twitter) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

The Unify Business Growth Platform is cloud-based and Enterprise grade. Once a customized configuratoin is created, per user pricing can be cost-effectively optimized to save money.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

LexisNexis

Founded

1970

Country

United States

Website

risk.lexisnexis.com/products/mortgage-industry-data-exchange

Vendor Details

Company Name

Unify

Founded

2008

Country

United States

Website

unifycrm.com

Product Features

Fraud Detection

Access Security Management No 
Check Fraud Monitoring No 
Custom Fraud Parameters No 
For Banking No 
For Crypto No 
For Insurance Industry No 
For eCommerce No 
Internal Fraud Monitoring No 
Investigator Notes No 
Pattern Recognition No 
Transaction Approval No 

Product Features

Campaign Management

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

Content Marketing

Audience Targeting Yes 
Brand Management Yes 
Campaign Management Yes 
Categorization / Grouping Yes 
Conversion Tracking Yes 
Distribution Management Yes 
Editorial Calendar Yes 
Multi-Channel Publishing Yes 
Publish Scheduling Yes 
SEO Management No 
Social Media Management Yes 
Video Management Yes 

CRM

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

eLearning Authoring Tools

Content Import / Export Yes 
Course Publishing No 
Gamification No 
Instructor-Led Courses No 
Interactive Content Yes 
PowerPoint Conversion No 
Self-Paced Courses No 
Storyboarding No 
Template Management Yes 
Test / Quiz Creation No 
Video Management Yes 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library No 
Landing Pages/Web Forms Yes 
Mailing List Management No 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns No 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking No 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management Yes 
Residential Mortgages Yes 

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