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Average Ratings 302 Ratings

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Description

LendingPad offers a modern, cloud-based loan origination system (LOS) tailored for mortgage lenders, brokers, bankers, and credit unions. Created by industry professionals, the solution is built for efficiency, user-friendliness, and transparency—enabling teams to process loans more efficiently and provide an outstanding experience for borrowers. The system streamlines operations by consolidating processes, automating repetitive work, and maintaining regulatory compliance through a scalable, API-first framework. By eliminating workflow obstacles and simplifying daily activities, LendingPad allows mortgage teams to concentrate on customer service rather than administrative hurdles. Its adaptable design ensures that organizations of any scale can respond effectively to market shifts, regulatory changes, and new business demands.

Description

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BNTouch Mortgage CRM Yes 
Calyx Point No 
DocMagic Yes 
Encompass No 
Facebook No 
FormFree Yes 
Lender Price Yes 
LenderHomePage Yes 
LendingPad No 
Lendware Yes 
LinkedIn No 
Loansifter Yes 
LodeStar Yes 
MDE Pro Yes 
OSE No 
Q2 Yes 
Shape Software Yes 
Surefire CRM Yes 
X (Twitter) No 
myhomeIQ Yes 

Integrations

BNTouch Mortgage CRM No 
Calyx Point Yes 
DocMagic No 
Encompass Yes 
Facebook Yes 
FormFree No 
Lender Price No 
LenderHomePage No 
LendingPad Yes 
Lendware No 
LinkedIn Yes 
Loansifter No 
LodeStar No 
MDE Pro No 
OSE Yes 
Q2 No 
Shape Software No 
Surefire CRM No 
X (Twitter) Yes 
myhomeIQ No 

Pricing Details

$59 per month per seat for brokers
Lenders please contact sales
Free Trial No 
Free Version No 

Pricing Details

The Unify Business Growth Platform is cloud-based and Enterprise grade. Once a customized configuratoin is created, per user pricing can be cost-effectively optimized to save money.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

LendingPad

Founded

2015

Country

United States

Website

www.lendingpad.com

Vendor Details

Company Name

Unify

Founded

2008

Country

United States

Website

unifycrm.com

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation Yes 

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents No 
Compliance Management Yes 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management Yes 
Loan Processing Yes 
Online Application Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Product Features

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Content Marketing

Audience Targeting Yes 
Brand Management Yes 
Campaign Management Yes 
Categorization / Grouping Yes 
Conversion Tracking Yes 
Distribution Management Yes 
Editorial Calendar Yes 
Multi-Channel Publishing Yes 
Publish Scheduling Yes 
SEO Management No 
Social Media Management Yes 
Video Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

eLearning Authoring Tools

Content Import / Export Yes 
Course Publishing No 
Gamification No 
Instructor-Led Courses No 
Interactive Content Yes 
PowerPoint Conversion No 
Self-Paced Courses No 
Storyboarding No 
Template Management Yes 
Test / Quiz Creation No 
Video Management Yes 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library No 
Landing Pages/Web Forms Yes 
Mailing List Management No 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Financial CRM

Account Alerts Yes 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns No 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking No 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management Yes 
Residential Mortgages Yes 

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