Unify CRM

Integrate with Unify CRM

Grow Your Mortgage Business to the Next Level - From Prospect to Loan to Lifetime Client

Unify is a unique all-in-one software solution that helps mortgage lenders develop prospect, client and partner relationships to close more loans in less time while improving customer experience.

Loan originators who utilize the Unify CRM to power their customer database and marketing workflows can now connect the CRM with their Floify point-of-sale to help streamline redundant data processes.

When the integration is configured and active, users will have the ability to automatically create new contacts within the Unify CRM from a Floify prospect loan application.

This automated action ensures data integrity between the two systems, reduces the need for duplicate data entry, and allows LOs to quickly and easily add new contacts to Unify-powered marketing campaigns.

Book a personalized demo of our integration with Unify CRM

During your demo, you'll see how Floify can help you streamline your lending by integrating with Unify CRM, securely collecting documents faster, accepting more applications with less effort, automating loan status updates to save time, and more.

Complete and submit our secure demo form and a member of the Floify team will contact you to schedule your demo day and time. 

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