Roseville, MN – Building and managing a business relationship for mortgage professionals has never been easy. Yet, the revenues are found in the relationship. For top mortgage professionals to turn their business around, there is a need to manage contacts, leads, and prospects in the most efficient ways possible. Unify CRM gives mortgage professionals the tools they need to build better client relationships and grow their business.
It takes time to generate and convert leads. In the client cycle, the most important step is lead nurturing. Lead nurturing offers mortgage professionals the opportunity to segment leads generated from various sources such as websites, social media, telephone prospecting, and many others. Once the leads have been segmented, they are nurtured to evolve into a client relationship.
In the lead nurturing process, Unify all-in-one mortgage CRM provides various tools to send email campaigns, track leads, and then monitor which leads are performing the most. This saves the guesswork of wondering which prospect is most qualified. Through Unify CRM lead nurturing, leads are converted into clients, generating revenue via sales for mortgage professionals.
Once clientele relationships begin, they have to be developed and grown. The CRM helps mortgage professionals to use simple tools to build better lending relationships. “Growing a mortgage business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to help create more lending opportunities and manage them more efficiently,” said Scott Lidberg, the President of the company.
Unify mortgage CRM makes things a lot easier for many mortgage businesses to scale their operations. Through the all in one easy-to-use cloud-based system, all relationships and business data can be well organized and managed effectively. There is also 24/7 support available to help users to make the most of the software. The following are full-suite functionalities of the Unify mortgage CRM:
Real-time LOS integration
Contact, lead, and pipeline management
iOS and Android applications
Automated marketing communications
Multi-channel marketing (including video)
Lending opportunity notifications
Dashboard alerts
Compliance Management
Leading financial institutions such as Bay Equity, Summit Funding, Fairway Independent Mortgage Company, and many others trust Unify CRM. Unify CRM is located at 2658 Patton Road, Roseville, MN 55113. For installation, training, and inquiries regarding mortgage crm solutions from Unify, contact their team via phone at 1-866-497-3224 or via email at info@unifycrm.com. Visit their website for additional information regarding their services.
Media Contact
Company Name: Unify CRM
Contact Person: Scott Lidberg
Email: Send Email
Phone: 1-866-497-3224
Address:2658 Patton Road
City: Roseville
State: Minnesota
Country: United States
Website: https://unifycrm.com/
