My Unify CRM 3.1.1
Continue to app
Free Version
Publisher Description
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
About My Unify CRM
My Unify CRM is a free app for iOS published in the Office Suites & Tools list of apps, part of Business.
The company that develops My Unify CRM is Cross Media LLC. The latest version released by its developer is 3.1.1.
To install My Unify CRM on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2023-08-07 and was downloaded 4 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the My Unify CRM as malware if the download link is broken.
How to install My Unify CRM on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the My Unify CRM is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After My Unify CRM is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
