Unify is pleased to announce the first complete Mobile CRM designed specifically for the mortgage industry. Loan originators can now leverage the full power of Unify CRM wherever they may be. With the Unify Mobile CRM app, you can add and view contacts, manage leads, set and receive reminders, view loan details, record and send videos, and much more.

Unify Mobile CRM is the new and improved Unify Mobile and Unify Video rolled into one app. It’s the first true Mobile Customer Relationship Management tool designed to integrate with every aspect of your daily life. Being a native app on your device brings more capabilities from our web version to your fingertips.

Being the first true mobile CRM for the Mortgage industry, we have launched this app with not only the mobile capabilities of a traditional CRM, but we have fully integrated all aspects of your phone to work with your CRM.

Managing your contacts has never been easier with Unify Mobile CRM.
Importing your phone contacts with a push of a button is not only easy: it also allows Loan officers to get out into the field to leverage more opportunities for your business. Customize your contacts by adding more information, such as contact groups, to your database. This not only helps keep an accurate account of your information but also creates the perfect pair with your work station of Unify CRM on your desktop.

Mobile Marketing

Marketing on the go has never been easier with My Unify CRM. Loan Officers are able to schedule campaigns to be delivered any day they choose, or they can send immediately with our send now function. Unify is the only Mobile CRM for the Mortgage Industry that brings the entire suite of marketing tools to the palm of your hand.

Tasks, Appointments and Scheduled Calls
Loan Officers will now have the power to view, schedule, and accomplish their tasks on the go. They can schedule their day ahead of time and integrate their tasks with their phone calendars so they never miss the perfect opportunity.

Loan Pipeline
Being able to view loan pipelines, loan details and loan contacts will allow the loan officers to grab any information and details they might need for their meetings with real estate agents or key contacts.

Video Marketing
Unify Mobile CRM has brought in the Video aspects of marketing to your fingertips. Never miss the perfect opportunity to send a personalized video to business contacts, prior clients, or potential leads. The Video library has a completely new look that not only makes it easy to view but also easy to send professional videos.

Text Messaging
Unify Mobile CRM has integrated with your phone's messaging system to be able to send text messages from most screens inside the app. Did you forget to send your client a reminder about documents still needed? No problem! Just open their contact record and select their phone number to send them a text message reminder.

Customizable Dashboard
We have brought you an all-in-one dashboard to view everything a loan officer would need to complete their day. The widgets available can be removed or added based on personal preference and give any loan officer a personalized experience.

Mortgage Calculator
Meeting contacts and potential leads while out of the office will never be a problem again. The Mortgage Calculator gives you a quick way to check calculations for accuracy.

What are you waiting for? Download My Unify CRM app today to become the mobile loan officer you've always wanted to be!

My Unify CRM is available for download for all Unify CRM clients.

What’s New

Version 1.0.19

The highly effective Rainmaker Sales System, that is a core component of the Unify Business Growth Platform, is now available in the Unify Mobile App! Using Rainmaker Mobile, Loan Originators have ability to drive new loans quickly through their sales pipeline anywhere at any time. Easily manage all your prospect contact details, loan process information and relationship management with Partners and Clients from the palm of your hand.


CrossMedia LLC
73.8 MB

Requires iOS 9.0 or later. Compatible with iPhone, iPad and iPod touch.



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  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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