Last Updated
Overview
Unify offers CRM capabilities for mortgage professionals, centralizing client data and automating key workflows. While some users note that its reporting features could provide deeper insights, its powerful automation and intuitive design enhance overall efficiency. Overall, the platform is designed to foster stronger client relationships and streamline daily operations.
Overall Rating
Based on 8 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Unify Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Unify?
Unify, now known as CANDID, is an all-in-one operating system for modern mortgage professionals, enhancing marketing and sales processes. It offers AI-powered client qualification alerts, ensuring you capture more client opportunities. The software maximizes efficiency, freeing up valuable time with automated borrower document management. It helps businesses overcome fragmented tech stacks, providing a unified experience to boost productivity and client engagement.
Unify Pricing
Unify Integrations
The software integrates with the following LOS:
- LendingPad
- Encompass
- ARIVE
- Nano
Who Is Unify For?
Unify is used by various industries and sectors, including:
- Sales
- Real estate
- Marketing
Is Unify Right For You?
If you are a mortgage professional seeking to optimize your operations and client engagement, then Unify might be the right choice. The software is fully compliant with Application-to-Person 10-Digit Long Code (A2P 10DLC) messaging standards, ensuring reliable and secure communication. Its unique blend of AI-driven automation, extensive scalability, and seamless integrations positions it as a standout solution.
Still unsure whether to invest in Unify? Connect with our customer support experts at (661) 384-7070, who will analyze your business’s requirements in detail to help you make an informed decision.
Unify Features
Conversion Rate Optimization
This feature uses advanced AI to identify and qualify client opportunities, enabling targeted engagement. It facilitates scenario-based, personalized marketing campaigns that deeply resonate with prospective clients, significantly enhancing conversion rates. By proactively alerting users to high-potential leads, the system ensures no valuable opportunity is missed, driving efficient client acquisition.
Realtor Generated Pre-Approval Letters
Unify software empowers realtor partners by providing secure 24/7 access to update and download personalized pre-approval letters. It streamlines the collaboration process, fostering stronger relationships and improving responsiveness. The platform enhances the overall service experience, allowing realtors to quickly provide essential documents to their clients.
Automation Builder
Unify features an automation builder that enables effortless creation of personalized client experiences. It enables brands to engage effectively across multiple channels, including email, SMS, and video messages, while retaining a personal touch. This versatile tool automates communication workflows, ensuring consistent and impactful outreach without complex coding.
Omni Channel Communication
This functionality optimizes client and Realtor engagement by utilizing both SMS and email channels, enhanced by intelligent automation. It ensures communication reaches partners through their preferred methods, leading to faster responses and improved interaction. By offering versatile outreach options, the system strengthens relationships and simplifies information exchange for all parties involved.
Pros And Cons of Unify
Pros
Efficient pipeline management
Automates updates
Seamless data capture
Cons
Does not offer API
Reporting tools can be improved
Unify Reviews
Total 8 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Really innovative product”
Pros
I like the user interface. I've managed to set up several demo appointments without much difficulty.
Cons
Haven't had a single problem. The product and team are both excellent.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Mid Market, 51-100 employees
“Awesome Software”
Pros
Automating all those time consuming tasks while keeping things personal has been benificial for our team. The Unify crew was absolutely amazing during setup and theyve continued to provide great support throughout.
Cons
Wish I had discovered this solution much earlier in my career
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“Amazing tool for email automation”
Pros
I've been impressed by some unique features that set this apart from other email platforms. The visitor detection capability is really cool and the automated plays definitel saves some time. What really stands out is how it can automatically prospect from my target account.
Cons
Still pretty new so its missing some features I'd expect from an email automation platform. Like theres no built in A/B testing which is pretty standard nowadays.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Unify offer an API?
No, the platform does not offer an API.
Does Unify have a mobile app?
Yes, it offers a mobile app.
What language does Unify support?
The platform supports the English language.
What types of pricing plans does Unify offer?
The software offers flexible pricing plans tailored to the unique needs of your organization. Get a custom Unify cost today.
What other apps does Unify integrate with?
It integrates with Nano, Encompass, ARIVE, and LendingPad.
Who are the typical users of Unify?
Typical users include professionals working in marketing, sales, and real estate industries.
What level of support does Unify offer?
It offers email and form submission support options.