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Unify CRM
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Unify CRM
By UnifyCRM
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4.4 out of 5 stars
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Unify CRM Reviews & Product Details

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Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Unify CRM?

This system is great for housing a lot of information and making notes for individual contacts. I can also easily find names I am looking for and clean up duplicate contacts. Review collected by and hosted on G2.com.

What do you dislike about Unify CRM?

There seem to be a lot of glitches in sending automated emails and the reporting can be a bit confusing. I have to periodically check that my automated emails are actually going out. There's no clear way to find the reporting you might be looking for. It results in a lot of emails to their support department requesting help. Review collected by and hosted on G2.com.

Recommendations to others considering Unify CRM:

Be prepared to rely on their support team to assist with using the system. It can be tricky to get the reporting you need due to the design of the system not being very user friendly. I've also had to have them resolve issues with my automated emails not being sent on more than one occasion. Review collected by and hosted on G2.com.

What problems is Unify CRM solving and how is that benefiting you?

It's useful in storing a lot of information and the ability to create automated email campaigns is convenient. The marketing library is a major benefit.; I can choose from hundreds of marketing campaigns to send to my clients. Review collected by and hosted on G2.com.

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Unify CRM Overview

Editedit
What is Unify CRM?

Unify is a comprehensive contact management system for the mortgage industry that provides integrated features and functions that are essential to increasing profitability and streamlining the sales process. As a CRM for the mortgage industry Unify improves the overall quality, efficiency and experience of the customer engagement process. It provides the visibility, ease of use, consistency, and controls that help improve all aspects of the customer journey, from initial acquisition, to any and all engagement, to ultimate retention. The integration with the Loan Origination System (LOS) provides vital information to loan officers throughout the application process and the synchronization of data allows them to easily continue their communication with the customer throughout their mortgage life cycle

Unify CRM Details
Discussions
Unify CRM Community
Languages Supported
English
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Product Description

With Unify® , important information about your customers is no more than a click away. It’s more than just a collection of phone numbers and email addresses. Access borrowers past loan transactions with you, view your marketing history, or easily start contacts on new marketing communications. Manage contact groups and leverage the easy to use tools to keep your database clean and current.

Seller Details
Seller
UnifyCRM
Year Founded
2008
HQ Location
St Paul, Minnesota
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
Scott B.
SB
Overview Provided by:
Scott Benson
Actively looking for new opportunities!

Recent Unify CRM Reviews

Verified User
U
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Unify Makes Life Easier"
Unify is an excellent CRM. It ties all of our student records together and allows us to provide excellent customer service ensuring our students ar...
Read more
PA
Pam A.Enterprise (> 1000 emp.)
5.0 out of 5
"Lots of great features"
I love how many features there are available to me as a loan officer. Marketing material, open house flyers, opportunity dashboard, listing alerts....
Read more
Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Unify is great for Marketing "
I use Unify for marketing campaigns and keeping track of customers and partners. I like that it is an organized place for leads or contacts.
Read more
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Unify CRM Media

Unify CRM Demo - 14 Reasons to BUY Unify.
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3 out of 4 Total Reviews for Unify CRM

4.4 out of 5
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3 out of 4 Total Reviews for Unify CRM
4.4 out of 5
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3 out of 4 Total Reviews for Unify CRM
4.4 out of 5
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Verified User in Higher Education
UH
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Unify CRM?

Unify is an excellent CRM. It ties all of our student records together and allows us to provide excellent customer service ensuring our students are succesful from the moment they apply throughout their graduation. Unify is easy to use and has many useful features that in a word make the job easier. Review collected by and hosted on G2.com.

What do you dislike about Unify CRM?

Unify can sometimes be slow and take forever to load. Sometimes there is a gap between when Colleague and Unify talk that can and often does affect our records. If we do not go back in to make sure updates occur sometimes things are missed which has a direct impact our our students. Cruz of technology. Review collected by and hosted on G2.com.

What problems is Unify CRM solving and how is that benefiting you?

Helps prevent students from being passed around like ping pong balls. Makes the application process smoother, and houses records and notes so that all who have access to the file can review and best assist our students. Review collected by and hosted on G2.com.

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PA
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Unify CRM?

I love how many features there are available to me as a loan officer. Marketing material, open house flyers, opportunity dashboard, listing alerts. It's great! Review collected by and hosted on G2.com.

What do you dislike about Unify CRM?

The biggest complaint I have is that I can't pull a MLS number through for an open house. It has been 2.5 - 3 years since we got Unify and it still doesn't have this feature Review collected by and hosted on G2.com.

What problems is Unify CRM solving and how is that benefiting you?

The marketing material library is huge, the open house function will be great once it's up and running, and the opportunities dashboard is a fantastic tool Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Unify CRM?

I use Unify for marketing campaigns and keeping track of customers and partners. I like that it is an organized place for leads or contacts. Review collected by and hosted on G2.com.

What do you dislike about Unify CRM?

I think that Unify is a little hard to maneuver sometimes. I took classes to understand how to use Unify. I wish it was a little easier to use without an aid. Review collected by and hosted on G2.com.

What problems is Unify CRM solving and how is that benefiting you?

Staying organized, keeping in contact with partners and past customers. Easy to use marketing campaigns. Review collected by and hosted on G2.com.

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There are not enough reviews of Unify CRM for G2 to provide buying insight. Below are some alternatives with more reviews:

1
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Encompass Digital Mortgage Solution
4.2
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Encompass is Ellie Mae's all-in-one integrated solution that covers the loan lifecycle and provides one system of record so you can close compliant loans.
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Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
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Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution.
4
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nCino's Mortgage Suite is a leading provider of fully customized,white-labeled platform that bridges the gap between mortgage loan originators, Realtors, and borrowers.
6
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Jungo provides financial industry experts with marketing, co-marketing, compliance, and CRM solutions from one login. It is a one-stop-shop solution, integrating with thousands of leading platforms to give clients the ability to track, interact with, and market to all of their contacts.
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8
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Unify CRM Categories on G2
Mortgage CRM
Mortgage CRM

Unify CRM Comparisons

Compare Encompass Digital Mortgage Solution vs. Unify CRM
Compare Encompass Digital Mortgage Solution vs. Unify CRM
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