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All the tools you need to take your business to the Next Level in one full-suite Business Growth Platform. Unify helps you save time, drive more loans, improve customer satisfaction, increase team collaboration, and cut costs.

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Benefits of the Unify Business Growth Platform

  • Connectivity

    Unify connects your LOS and POS in real time to provide up to date loan status, data synchronization and communications to clients and partners.

  • Efficiencies of Consolidation

    Use Marketing Automation and Workflows to streamline operations. Consolidate your technology budget and vendors by using a single extremely cost-effective platform.

  • Training & Support

    Unify’s live onboarding, training, and support ensures your team is well trained and adopts the platform to grow new business.

 

CMC Patrons Receive $1000 off set up fees
and a 12% discount on monthly user fees from Unify.

 

Testimonials

James Pulsipher of Bay Equity speaks about Unify CRM (new)

Mark Graham of Summit Funding shares his experience with Unify CRM (new)


About Unify's CRM Product


Unify is a comprehensive mortgage business growth platform that: 
  • Manages all your Contact and Partner data
  • Automates all your marketing communications
  • Alerts you when your contacts and clients are in the market for a new loan
  • Keeps all your stakeholders informed about the status of loans in process
  • Coordinates your entire customer journey and pipeline


Leveraging the feedback from thousands of our clients, Unify has incorporated a full range of features that helps all the different roles in your business do their daily tasks more effectively, improve customer experience and increase profitability.

Learn More

 

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About Our Partnership


CMC provides exclusive offerings and value-added services to mortgage lenders nationwide. Therefore, we work together with Unify to bring tangible benefits to CMC’s cooperative membership. Our alliance with Unify provides supports CMC’s ongoing commitment to continue partnering with highly respected companies.​

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Contact us to schedule a demo or for more
information about CMC Patron pricing.



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