My Unify CRM 4+
Cross Media LLC
Dirancang untuk iPad
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- Gratis
Jepretan Layar
Deskripsi
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.
Yang Baru
Versi 3.1.23
- Minor Bug Fixes
Privasi App
Pengembang, Cross Media LLC, menunjukkan bahwa praktik privasi app dapat menyertakan penanganan data sebagaimana yang dijelaskan di bawah. Untuk informasi lebih lanjut, lihat kebijakan privasi pengembang.
Data Tidak Dikumpulkan
Pengembang tidak akan mengumpulkan data apa pun dari app ini.
Praktik privasi mungkin bervariasi, misalnya, praktik privasi berdasarkan fitur yang digunakan atau usia Anda. Pelajari Lebih Lanjut
Informasi
- Penyedia
- CrossMedia LLC
- Ukuran
- 45,5 MB
- Kategori
- Bisnis
- Kompatibilitas
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- iPhone
- Memerlukan iOS 10.0 atau versi lebih baru.
- iPad
- Memerlukan iPadOS 10.0 atau versi lebih baru.
- iPod touch
- Memerlukan iOS 10.0 atau versi lebih baru.
- Mac
- Memerlukan macOS 11.0 atau versi lebih baru dan Mac dengan Apple M1 chip atau versi lebih baru.
- Apple Vision
- Memerlukan visionOS 1.0 atau versi lebih baru.
- Bahasa
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Inggris
- Batas Umur
- 4+
- Hak Cipta
- © Crossmedia LLC 2024
- Harga
- Gratis