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My Unify CRM 4+
Cross Media LLC
Diseñada para iPad
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- Gratis
Capturas de pantalla
Descripción
The Unify mortgage business growth platform integrates industry leading product solutions in one suite of software tools to increase loan volume. Operate your business from your device with the My Unify CRM app. Access the desktop platform features with mobile-tailored functionality in real-time.
My Day
- View new opportunities, mortgage inquiry alerts, recent customer activity, hot prospects, loan pipeline updates, and marketing partner suggestions.
- Access your Calendar to view scheduled calls, tasks, and follow-ups for all contacts and leads.
- Search across all contacts and leads to make calls, send text messages, add notes, and book follow-ups.
Pipeline
- Access active loans in your pipeline, loan prospects, previously closed loans, other loans, and loan favorites.
- Review loan details to update borrowers, view timely changes, and engage through phone calls, emails, or text messages.
- Use the loan calculator to keep borrowers updated or start a new loan scenario.
Contacts
- Review contact tasks by day.
- Browse contacts by groups and mark as a favorite.
- Contact Details – View timeline, loan history, contact groups, start a marketing campaign, create follow-ups and notes, log a response, and add to lead tracker to begin loan application process.
Third Party Leads
- Review lead tasks by day.
- Browse leads by groups and mark leads as a favorite.
- Lead Details – View timeline, loan history, lead groups, start a marketing campaign, create follow-ups and notes, log a response, and add to lead tracker to begin loan application process.
Active Leads
- Access Greatness Tracker.
- Search across all active leads to set up automatic tasks, appointments, calls, and log a response.
- Active Lead Details – View and create notes, access requested loan information and current loan comparisons, create follow-ups, and log a response.
Marketing
- Schedule automated marketing email campaigns and postcard sends to contacts and leads.
- Send personalized video email marketing campaigns.
- Review previous marketing campaign statuses.
Video
- Record and store new videos in your Unify Marketing Library.
- Manage and share recorded videos through your device to other apps.
- Mark videos as a favorite to share with contacts and leads.
Novedades
Versión 3.1.23
- Minor Bug Fixes
Privacidad de la app
Cross Media LLC, que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Información
- Vendedor
- CrossMedia LLC
- Tamaño
- 45.5 MB
- Categoría
- Negocios
- Compatibilidad
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- iPhone
- Requiere iOS 10.0 o posterior.
- iPad
- Requiere iPadOS 10.0 o posterior.
- iPod touch
- Requiere iOS 10.0 o posterior.
- Mac
- Requiere macOS 11.0 o posterior y una Mac con el chip M1 de Apple o posterior.
- Apple Vision
- Requiere visionOS 1.0 o posterior.
- Idiomas
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Inglés
- Edad
- 4+
- Copyright
- © Crossmedia LLC 2024
- Precio
- Gratis