Introducing the My Unify CRM app - the ultimate tool for mortgage business growth. With this app, you can take control of your business from the palm of your hand. Stay on top of new opportunities, mortgage inquiries, customer activity, and hot prospects in real-time. Keep track of scheduled calls, tasks, and follow-ups with the integrated calendar feature. Easily search and contact leads, send messages, and add notes with just a few taps. Access your active loans, prospects, closed loans, and favorites all in one place. Stay connected with borrowers through calls, emails, or texts using the loan calculator feature. And with the ability to review and manage contact and lead tasks, organize groups, and track loan applications, you'll never miss a beat. Download the My Unify CRM app now and start growing your mortgage business with ease.
Features of My Unify CRM:
- My Day: Stay on top of your mortgage business with a comprehensive view of new opportunities, alerts, customer activity, prospects, and more. The app provides real-time updates and tailored functionality for mobile devices.
- Pipeline: Access and manage all active loans, prospects, closed loans, and other loan details. Stay updated on borrower information, make phone calls, send emails or text messages, and use the loan calculator for accurate calculations.
- Contacts: Organize and track your contacts efficiently. Review contact tasks, browse contacts by groups, mark favorites, and access contact details such as loan history, timelines, marketing campaigns, and notes. Start the loan application process seamlessly.
- Third Party Leads: Streamline lead management with the ability to review lead tasks, browse leads by groups, and mark favorites. Stay organized and never miss out on potential leads.
Tips for Users:
- Utilize the My Day feature to prioritize tasks and stay organized. Take advantage of the alerts and updates to respond quickly and effectively.
- Regularly update loan details in the Pipeline section to ensure accurate borrower information and engage with them through various communication channels.
- Take advantage of the contact grouping feature in Contacts to categorize and segment your contacts for targeted marketing campaigns and personalized follow-ups.
- Make use of the loan calculator in the app to provide accurate loan scenarios to borrowers and enhance their experience.
- Stay on top of lead management by utilizing the Third Party Leads feature. Prioritize tasks, mark favorite leads, and engage with potential customers promptly.
Conclusion:
With the My Unify CRM app, mortgage professionals can experience seamless business management on the go. Its various features such as My Day, Pipeline, Contacts, and Third Party Leads provide comprehensive solutions for increasing loan volume and streamlining operations. Stay connected with real-time updates, manage contacts efficiently, and never miss out on potential leads. Take advantage of the playing tips to make the most of the app's functionalities and enhance your mortgage business. Download the My Unify CRM app now and take control of your mortgage business growth.
