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Unify CRM
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Your Loan Origination System is the centerpiece of your mortgage technology solutions. It holds a wealth of information vital to the successful operation of your business. Accessing that information and providing it to your team, in a friendly and useful way…one that helps loan originators stay connected to their clients...create new sales opportunities...and in a safe and compliant manner...is essential.

With Unify® ’s real-time data sync, this is all possible, providing your loan officers with up to date information about their pipeline, facilitating automated communications to borrowers and important industry partners, and eliminating the need for multiple databases or duplicate effort.
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Allied Mortgage Group Selects Unify® CRM

Allied Mortgage Group, a full-service lender, based in Pennsylvania, has selected Cross Media’s Unify® platform, to improve its CRM, business management, client retention and marketing efforts. Unify is integrated in real time with Allied’s loan origination system and offers a feature rich solution for the firm’s business building and communications needs.

http://www.unifycrm.com/index.php/about-us-our-history-and-work/news
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Cross Media, LLC launches Mortgage Insights 2.0 is to Unify®

Sales Presentation tool for Mortgage Industry and Loan Originators

Tampa, Fla., July 15, 2015 – Cross Media, LLC, a mortgage lending marketing technology and services provider, released version 2.0 of its Mortgage Insights Sales presentation tool. Built to work with Unify, a leading mortgage industry CRM solution, it allows loan originators to quickly and easily create detailed mortgage comparisons for their clients. The results are an easy to understand, professional presentation to share with potential borrowers and prospects, providing them with the information they need to make informed decisions about their financing options.

http://www.unifycrm.com/index.php/about-us-our-history-and-work/news
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LOS Integration 

Real Time Data Exchange

We can quickly establish communications between Unify® and your Loan Origination System bringing the power of a single access solution to your team.

www.unifycrm.com
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The heart of your business success lies in your ability to communicate with those important to you. This may be friends and family, past clients, or other industry professionals. You may offer the best products or services in the industry, but without marketing…who will know?

Unify® offers an entire suite of marketing solutions for you which are available in multiple formats. Each can be used individually or in a coordinated multi-touch campaign to maximize your image. And with our marketing automation and controls, marketing has never been easier.
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License and Disclaimer Management


Unify helps to ensure that vital licensing and disclaimer information regarding company, branch and loan officer are included on each and every flyer, email, and direct mail piece.
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Your Database is Full of Opportunity

Staying in touch with your current and past customers is a great way to help insure future business growth.
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A Mortgage Bankers Association shows that while 90% of all customers are happy with their mortgage company, 67% of them will use a new lender for their next transaction. The average borrower will take out seven mortgages in their lifetime. If these statistics are correct, most of them will be with someone else.

Just think 16% of the people in your database will enter the mortgage market each year. A database containing just 200 people could result in 32 transactions each year.
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Unify's Mortgage Insights Professional Presentations

The Report Builder allows loan officers to quickly create powerful presentations specific to the needs of their customers.
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Real Time Data Exchange


We can quickly establish communications between Unify® and your Loan Origination System bringing the power of a single access solution to your team.

www.unifycrm.com
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