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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.
Description
Are you looking to quickly transform leads, retain customers, and improve your marketing and customer relationships? Webmecanik Automation software and Webmecanik Pipeline software offer flexible and easy solutions to manage your prospects' journeys and inbound marketing campaigns. You can target prospects who are ready to buy, retain, and add-sell to you customers. You can also measure and optimize your marketing activities. Marketing automation can significantly increase your return on investment and your turnover. It gives you all the tools that you need to increase the conversion of your leads, nurture, and automate the relationship with them, as well as a better ROI on various communication channels (emails, SMS, notifications, etc.). . We have a wealth of experience that we can offer you through a SaaS solution, support and training to make your marketing campaigns a success.
API Access
Has API
API Access
Has API
Integrations
X (Twitter)
Calyx Point
Encompass
Gmail
GoTo Training
GoTo Webinar
HubSpot CRM
HubSpot Customer Platform
INES CRM
LinkedIn
Integrations
X (Twitter)
Calyx Point
Encompass
Gmail
GoTo Training
GoTo Webinar
HubSpot CRM
HubSpot Customer Platform
INES CRM
LinkedIn
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$400 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Unify
Founded
2008
Country
United States
Website
unifycrm.com
Vendor Details
Company Name
Webmecanik
Founded
2012
Country
France
Website
www.webmecanik.com
Product Features
Campaign Management
Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
Content Marketing
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
eLearning Authoring Tools
Content Import / Export
Course Publishing
Gamification
Instructor-Led Courses
Interactive Content
PowerPoint Conversion
Self-Paced Courses
Storyboarding
Template Management
Test / Quiz Creation
Video Management
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
