Mortgage professionals are often busy with lots of lead generation, marketing and deal-closing activities. Unify CRM aims to lighten the load mortgage professionals carry by incorporating automation and analytics within their daily business activities.
Tools for Mortgage Professionals
The powerful yet streamlined platform of Unify CRM offers several tools that lenders can utilize to make their daily operations easier and more efficient. These tools include the following:
Alerts for Dashboard updates and changes
Management of leads, contacts, and pipelines
Real-time Loan Origination System (LOS) integration
Marketing tools across several channels such as emails and videos
Automated marketing communications
Notifications for new lending opportunities
Business and marketing analytics
Compliance Management monitoring systems
Mobile-friendly with iOS and Android apps
The vast range of tools Unify CRM carries proves that the cloud-based software can handle all things related to operating a mortgage business. Lenders can focus on the things that matter most – developing a robust relationship with prospects and existing clients – without having to think much about the efficiency of their day to day business operations.
Benefits and Drawbacks
No mortgage CRM is perfect. Unify CRM might be a modern system for organizing customer relations in the mortgage industry. But, it comes with its own advantages and flaws, too.
Here are the benefits you’ll get from the software:
Offers a comprehensive solution for almost all CRM tasks and needs
Streamlined design and easy-to-use interface
Used by top loan originators and industry leaders
Can be used on-the-go with its mobile app availability
On the flip side, here are some drawbacks to expect:
Relatively new in the CRM industry; still shows promise of improvements and updates
Needs to book a demo with them first before learning their pricing information – a downside for individuals and small mortgage companies who are on a tight budget
Summing It Up
Lending professionals looking to leverage their customer relationship management can count on Unify CRM to help them every step of the way. Unify CRM is a powerful mortgage CRM packed with tools that encompass every stage of the mortgage lifecycle, from lead generation to post-deal monitoring.
Unify CRM is an all-in-one tool that can manage leads, contacts, marketing, and sales through its in-depth data analytics. It is easy-to-use and can be taken everywhere through its mobile apps. However, small problems may include its lack of pricing information transparency, and its newness in the CRM industry.
Overall, it is highly recommended for lenders aiming to get organized in their mortgage engagements. Using this CRM software makes lenders focus on the important task of establishing and maintaining great customer relationships with their individual clients, ensuring their business’s revenue generation and eventual growth.