Make or Break the Future of your Mortgage Business with this Piece of Technology: A CRM Software

Written by The Unify Team | Jun 6, 2023 1:29:58 PM

Customer Relationship Management (CRM) is a vital part of any business’s success. In a hyper-competitive mortgage market understanding how a CRM software can increase loan volume is the key to a profitable mortgage business. A simple CRM software is not a sustainable option to ensure a long-lasting future in the mortgage industry, however investing in a CRM software designed with mortgage specific product solutions that evolve with the latest technology can help you remain competitive.

Unify’s platform has evolved to be more than CRM software, but an all-in-one growth platform that helps mortgage businesses manage contacts, generate leads, and launch marketing outreach to drive revenue growth.

1. Improve Productivity
Unify’s platform allows you to streamline business operations and improve your team’s productivity with automated workflows, contact touch point scheduling, and past communication tracking.
2. Enhance Customer Experience
Unify’s platform provides a full view of your customer’s journey to target marketing campaigns with personalized messaging to build strong relationships and increase loyalty.
3. Gain Competitive Advantage
Unify’s platform offers the latest technology to predict your customers’ evolving needs with advanced analytics and reporting to track performance and benchmark against competitors.
4. Reduce Costs
Unify’s platform helps you save money in the long run by automating sales and marketing processes, providing qualified leads, and eliminating the need to use multiple applications and infrastructure for post-close marketing.

300,000+
LOANS CREATED.

160,000+
LEADS NURTURED.

2% avg. of 1.2M+
MONITORED CONTACTS CONVERTED TO LEADS.

The key to a seamless CRM experience is intuitively designed software with products that can be used interchangeably throughout your customer relationship management journey. Unify’s platform is strategically developed to incorporate add-on products to boost CRM activities for each stage of business growth. Begin stage one by sourcing new prospects using the Prequalified Leads product that directly pulls leads from your LOS. Move to stage two by networking with partners to remain a primary loan source with the direct mail and text messaging products. Enter stage three by retaining past clients to generate qualified referrals using the Mortgage Inquiry Alerts product that alerts when a contact of yours has a mortgage related credit pull with a competing lender.

Whether adding to your existing CRM activities or implementing new CRM strategies, the future of your mortgage business relies on the right software to deliver an all-in-one approach. Mortgage professionals continue to grow loan volume by utilizing the right products at every step of the loan journey. Invest in Unify’s latest CRM technology to secure your future in the mortgage industry.

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