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.
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
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.
See How It WorksUnify 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.
See How It WorksUnify 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.
See How It WorksThis 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.
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