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My Unify CRM

Size： 3.00M
Versions： 3.1.23
Updated： Aug 13,2024

Introduction

Introducing the My Unify CRM app, the ultimate tool for mortgage professionals looking to boost their business. With this app, you can manage your entire mortgage operation right from your mobile device. Stay on top of new opportunities, mortgage inquiries, and customer activity with real-time updates. Keep track of your schedule, calls, tasks, and follow-ups with the integrated calendar feature. Easily search and connect with your contacts and leads, make calls, send texts, and add notes. Access your active loans, prospects, closed loans, and favorites, and update borrowers with the loan calculator. Plus, review and manage third-party leads to maximize your potential. This app is your key to mortgage business success.

Features of My Unify CRM:

⭐ All-in-one Mortgage Business Growth Platform: the app integrates industry-leading product solutions in one suite of software tools, providing a comprehensive platform for mortgage businesses to increase their loan volume.

⭐ Mobile Accessibility: With the app, you can operate your mortgage business from your device, allowing you to access and manage your business on the go.

⭐ Real-time Functionality: The app provides mobile-tailored functionality in real-time, ensuring that you have access to the latest updates, opportunities, and customer activities.

⭐ Efficient Task Management: The app's My Day feature allows you to view new opportunities, mortgage inquiry alerts, recent customer activity, hot prospects, loan pipeline updates, and marketing partner suggestions, helping you stay organized and prioritize tasks.

⭐ Calendar Integration: You can access your calendar within the app to view scheduled calls, tasks, and follow-ups for all contacts and leads, making it easier to manage your schedule and stay on top of important activities.

⭐ Streamlined Communication: The app enables you to search across all contacts and leads, making it convenient to make calls, send text messages, add notes, and book follow-ups, ensuring smooth and efficient communication with your clients.

FAQs:

⭐ Is the app suitable for mortgage businesses of all sizes?

Yes, the app is designed to be scalable and can accommodate the needs of mortgage businesses, no matter the size.

⭐ Can I access the app on multiple devices?

Yes, the app can be accessed on various devices, including smartphones and tablets.

⭐ Does the app provide data security?

Yes, the app prioritizes data security and ensures that your client's information is protected through encryption and secure server hosting.

⭐ Can I customize the app to fit my business's specific needs?

Yes, the app allows for customization, allowing you to tailor My Unify CRM to fit your unique requirements.

⭐ Is customer support available for users of the app?

Yes, the app offers customer support to assist users with any queries or technical difficulties they may encounter.

Conclusion:

My Unify CRM app is a powerful and comprehensive mortgage business growth platform that offers a range of attractive features to streamline and enhance the operations of mortgage businesses. With mobile accessibility, real-time functionality, efficient task management, and streamlined communication, the app provides a convenient and user-friendly solution for managing your mortgage business on the go. Whether you are a small or large mortgage business, the app can be customized to meet your specific needs, all while prioritizing data security and offering responsive customer support. Don't miss out on the opportunity to enhance your mortgage business growth with the app.