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All-in-One Mortgage CRM

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Unify Overview

Unify CRM is a specialized software designed for mortgage professionals, focusing on enhancing client relationships and streamlining business processes. Its user-friendly interface allows for easy management of client data and interactions, ensuring efficient communication. A standout feature is its robust marketing automation, which facilitates personalized email campaigns and follow-ups, keeping clients engaged. Unify CRM offers detailed tracking of loans and referrals, providing a comprehensive view of business operations. The software includes a mobile app, enabling access to client information and communication tools on-the-go. Its reporting and analytics capabilities deliver insights into business performance, helping to identify growth opportunities. Additionally, Unify CRM ensures compliance with industry regulations, making it a secure and reliable tool for mortgage professionals.

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Unify Screenshot & Video

Contact Details

  • Vendor Name Libris Systems
  • Founded 2015
  • Location United States
  • Employees 11-50

Support

    NA

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business

Languages Supported

English

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Unify Features

  • Arrow Icon Full Text Search
  • Arrow Icon Self Service Portal
  • Arrow Icon SEO Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Feedback Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Rich Text Editor
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Multi-Language
  • Arrow Icon Customizable Templates
  • Arrow Icon Collaboration Tools
  • Arrow Icon User Management
  • Arrow Icon Drag & Drop Editor
  • Arrow Icon Mobile Interface
  • Arrow Icon WYSIWYG Editor
  • Arrow Icon Knowledge Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export
  • Arrow Icon AI/Machine Learning
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Dashboard
  • Arrow Icon Alerts/Escalation
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Automated Responses
  • Arrow Icon Automated Routing
  • Arrow Icon Change Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Configurable Workflow
  • Arrow Icon Customizable Branding
  • Arrow Icon Customizable Fields
  • Arrow Icon Customizable Forms
  • Arrow Icon Customizable Reports
  • Arrow Icon Customizable Templates
  • Arrow Icon Help Desk Management
  • Arrow Icon Incident Management
  • Arrow Icon IT Asset Management
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Macros/Templated Responses
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Multi-Language
  • Arrow Icon Prioritization
  • Arrow Icon Problem Management
  • Arrow Icon Release Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Self Service Portal
  • Arrow Icon Service Catalog
  • Arrow Icon Service Reporting
  • Arrow Icon Support Ticket Management
  • Arrow Icon Support Ticket Tracking
  • Arrow Icon Task Management

Unify Pricing

Pricing Type

  • NA

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

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Unify FAQs

Unify CRM is a specialized software designed for mortgage professionals, focusing on enhancing client relationships and streamlining business processes. Its user-friendly interface allows for easy management of client data and interactions, ensuring efficient communication. A standout feature is its robust marketing automation, which facilitates personalized email campaigns and follow-ups, keeping clients engaged. Unify CRM offers detailed tracking of loans and referrals, providing a comprehensive view of business operations. The software includes a mobile app, enabling access to client information and communication tools on-the-go. Its reporting and analytics capabilities deliver insights into business performance, helping to identify growth opportunities. Additionally, Unify CRM ensures compliance with industry regulations, making it a secure and reliable tool for mortgage professionals.

  • No, Unify does not offer a free version.

  • No, Unify does not offer any free trial.

  • No, Credit Card details are not required for the Unify trial.

  • No, Unify does not offer an API.

  • Unify supports the following languages:
    • English

  • Following are the typical users of the Unify:
    • Self-Employed , Small-Business

  • Unify supports the following deployment:
    • Cloud Hosted

  • Unify supports the following devices and operating systems:
    • Web-Based

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