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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

With Pulse Reminders, you can establish a system that allows you to set reminders and then focus on other priorities without worrying about missed tasks. This innovative tool eliminates the risk of overlooking important follow-ups with leads or previous borrowers, ensuring that nothing falls through the cracks. By implementing automated email and text alerts, Pulse helps you and your team efficiently manage leads, expedite loan closings, and nurture lasting relationships with former clients. Say goodbye to the anxiety of forgetfulness and hello to a more organized and productive workflow.

Description

Una is a customer relationship management tool specifically designed for professional matchmakers, centralizing each client's profile, preferences, communications, tasks, and history into one convenient platform. This integration streamlines information that would typically be scattered across various sources like email, WhatsApp, spreadsheets, and notes. With just one click, matchmakers can effortlessly identify potential matches not only among their clients but also within their leads and the clients and leads of fellow matchmakers they team up with. Una presents a comprehensive timeline of each client's journey, consolidating every interaction — from introductions and follow-ups to feedback requests sent via WhatsApp, SMS, and email — into one accessible location. Any commitment made by a matchmaker, whether it's an introduction by a certain date, feedback following a date, or a promised follow-up, can be designated as a promise. This unique feature emphasizes client trust, as Una ensures these promises remain visible, monitors their fulfillment, and brings them to attention before they are overlooked. Furthermore, Una is equipped with additional functionalities such as customizable funnels, intake forms, package management, and automated workflows, enhancing the overall efficiency of the matchmaking process. This makes it an invaluable resource for matchmakers aiming to provide exceptional service and maintain strong client relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Brevo No 
Twilio No 
WhatsApp No 
Zapier No 

Integrations

Brevo Yes 
Twilio Yes 
WhatsApp Yes 
Zapier Yes 

Pricing Details

$15 per user per month
Free Trial No 
Free Version No 

Pricing Details

$49/month
Una is priced per admin seat, billed monthly.

Start — $49/admin/month
Client and match management, white-labeled with your branding, send and track introductions, smart filtering and segmentation, share profiles by web or PDF, tasks and workflow automation.

Grow — $79/admin/month
Everything in Start, plus lead and feedback collection under your brand, your own email domain, package management, a custom-designed PDF, and advanced collaboration with other matchmakers.

Pro — $179/admin/month
Everything in Grow, plus your own branded mobile app for clients, secure in-app chat, match proposals in-app, and full automation of the client experience.

Branded — contact us
A fully white-labeled version: your app in the stores, your design, no "Powered by Una" branding, custom onboarding and setup.

Free trial available.
Free Trial Yes 
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

focusIT

Website

pulse.marketing/

Vendor Details

Company Name

Una

Founded

2024

Country

Israel

Website

getuna.ai

Product Features

Mortgage and Loans

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

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

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