My Unify CRM

Introducing My Unify CRM, the ultimate tool for mortgage professionals looking to take their business to new heights. With this app, you can seamlessly manage your mortgage business from the convenience of your mobile device. Stay on top of new opportunities, mortgage inquiries, and customer activity with real-time alerts and updates. Keep track of your schedule with access to your calendar, where you can view calls, tasks, and follow-ups for all your contacts and leads. And with the ability to search and connect with contacts and leads, as well as review loan details and calculate loan scenarios, My Unify CRM makes it easy to stay organized and engaged. Plus, with features like contact tasks and third-party leads, you'll never miss a beat. Revolutionize your mortgage business with My Unify CRM today!

Features of My Unify CRM:

* Integrated Solution: My Unify CRM is an all-in-one platform that combines multiple industry-leading product solutions into one suite of software tools, making it easier for mortgage professionals to manage their business and increase loan volume.

* Mobile Accessibility: The app allows users to operate their mortgage business from their mobile device, providing them with the flexibility and convenience to access important features and information on-the-go.

* Real-Time Updates: With mobile-tailored functionality, users can stay updated in real-time with new opportunities, mortgage inquiry alerts, recent customer activity, hot prospects, loan pipeline updates, and marketing partner suggestions.

* Comprehensive View: The app provides a comprehensive view of all contacts and leads, allowing users to search, make calls, send text messages, add notes, and book follow-ups with ease.

Tips for Users:

* Utilize My Day: Take advantage of the My Day feature to stay organized and prioritize your tasks. View scheduled calls, tasks, and follow-ups for all contacts and leads in one place.

* Maximize Pipeline Management: Keep an eye on active loans in your pipeline, loan prospects, previously closed loans, other loans, and loan favorites. Review loan details, update borrowers, and engage with them through phone calls, emails, or text messages.

* Leverage Contact Details: Make use of the Contact Details section to gain valuable insights and take actions. View the contact timeline, loan history, start marketing campaigns, create follow-ups and notes, log responses, and add to the lead tracker for a seamless loan application process.

Conclusion:

Its integrated solution, mobile accessibility, real-time updates, and comprehensive view make it an ideal tool for mortgage professionals looking to increase loan volume and streamline their operations. With playing tips such as utilizing My Day, maximizing pipeline management, and leveraging contact details, users can make the most out of the app and effectively manage their mortgage business. Download the My Unify CRM app now to experience the convenience and efficiency it brings to your mortgage operations.