My Unify CRM

My Unify CRM is designed for mortgage professionals who need to manage opportunities, customer activity, and loan-related work from a mobile device. It brings contacts, leads, schedules, alerts, pipeline information, and loan tools together in one integrated solution.

Responding to new opportunities and activity

When new mortgage inquiries, opportunities, hot prospects, or recent customer activity require attention, the app provides real-time alerts and updates. Users can also view loan pipeline updates and marketing partner suggestions, helping them keep relevant business information in view while operating their mortgage business from a mobile device.

Organizing calls, tasks, and follow-ups

The My Day feature gathers scheduled calls, tasks, and follow-ups for contacts and leads in one place. This gives mortgage professionals a way to review planned work and prioritize activity across their relationships. The calendar also provides access to calls, tasks, and follow-ups associated with contacts and leads.

Working with contacts and leads

A comprehensive contact and lead view supports searching for records and taking direct actions. Users can make calls, send text messages, add notes, and book follow-ups. Contact Details adds a timeline and loan history, along with tools for creating follow-ups and notes, logging responses, starting marketing campaigns, and adding a record to the lead tracker.

Reviewing loans and managing the pipeline

Pipeline management covers active loans, loan prospects, previously closed loans, other loans, and loan favorites. Users can review loan details, update borrowers, and contact them by phone, email, or text message. The app also supports calculating loan scenarios, giving users a dedicated way to examine loan information while managing their mortgage work.