About My Unify CRM
The Unify mortgage business growth platform integrates industry leading product solutions in one suite of software tools to increase loan volume. Operate your business from your device with the My Unify CRM app. Access...
The Unify mortgage business growth platform integrates industry leading product solutions in one suite of software tools to increase loan volume. Operate your business from your device with the My Unify CRM app. Access the desktop platform features with mobile-tailored functionality in real-time.
My Day
- View new opportunities, mortgage inquiry alerts, recent customer activity, hot prospects, loan pipeline updates, and marketing partner suggestions.
- Access your Calendar to view scheduled calls, tasks, and follow-ups for all contacts and leads.
- Search across all contacts and leads to make calls, send text messages, add notes, and book follow-ups.
Pipeline
- Access active loans in your pipeline, loan prospects, previously closed loans, other loans, and loan favorites.
- Review loan details to update borrowers, view timely changes, and engage through phone calls, emails, or text messages.
- Use the loan calculator to keep borrowers updated or start a new loan scenario.
Contacts
- Review contact tasks by day.
- Browse contacts by groups and mark as a favorite.
- Contact Details – View timeline, loan history, contact groups, start a marketing campaign, create follow-ups and notes, log a response, and add to lead tracker to begin loan application process.
Third Party Leads
- Review lead tasks by day.
- Browse leads by groups and mark leads as a favorite.
- Lead Details – View timeline, loan history, lead groups, start a marketing campaign, create follow-ups and notes, log a response, and add to lead tracker to begin loan application process.
Active Leads
- Access Greatness Tracker.
- Search across all active leads to set up automatic tasks, appointments, calls, and log a response.
- Active Lead Details – View and create notes, access requested loan information and current loan comparisons, create follow-ups, and log a response.
Marketing
- Schedule automated marketing email campaigns and postcard sends to contacts and leads.
- Send personalized video email marketing campaigns.
- Review previous marketing campaign statuses.
Video
- Record and store new videos in your Unify Marketing Library.
- Manage and share recorded videos through your device to other apps.
- Mark videos as a favorite to share with contacts and leads.
Aug 7, 2023
Version 3.1.1
- Minor Bug Fixes
Previous Versions
Here you can find the changelog of My Unify CRM since it was posted on our website on 2021-12-13 22:55:29.
The latest version is 3.1.1 and it was updated on 2024-04-19 21:57:38. See below the changes in each version.
My Unify CRM version 3.1.1
Updated At: 2023-08-07
Changes: Aug 7, 2023
Version 3.1.1
- Minor Bug Fixes
My Unify CRM version 3.1.0
Updated At: 2023-08-01
Changes: Aug 1, 2023
Version 3.1.0
- Minor bug fixes
- Navigation/Menu updates
My Unify CRM version 3.0.7
Updated At: 2023-01-05
Changes: Jan 5, 2023
Version 3.0.7
Branding Updates
My Unify CRM version 3.0.4
Updated At: 2022-03-30
Changes: Mar 30, 2022 Version 3.0.4
This version of the My Unify CRM mobile app has many new enhancements including: new easy to use screen layouts, a redesigned Marketing screen, the Calendar shows all tasks for the month including recurring events, Domain autofill at login, Unify admins can search for their users to impersonate, and the app is a smaller size while introducing app performance improvements. The Unify Business Growth Platform features you love can be used anywhere at any time to grow your loan business.
My Unify CRM version 3.0.3
Updated At: 2021-07-01
Changes: Jul 1, 2021 Version 3.0.3
This version of the My Unify CRM mobile app has many new enhancements including: new easy to use screen layouts, a redesigned Marketing screen, the Calendar shows all tasks for the month including recurring events, Domain autofill at login, Unify admins can search for their users to impersonate, and the app is a smaller size while introducing app performance improvements. The Unify Business Growth Platform features you love can be used anywhere at any time to grow your loan business.
Disclaimer
Official App Store Link
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