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Unify

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CRM platform enhancing relationship management for mortgage professionals.

Overview

Unify is a company that specializes in Customer Relationship Management (CRM) solutions specifically designed for the insurance and mortgage sectors. Its product offerings include UnifySource, UnifyNetwork, and UnifyRetain, which aim to centralize customer interactions and improve relationship management for mortgage professionals, including lenders, credit unions, banks, and brokers. The company utilizes artificial intelligence and data analytics to provide insights into customer activities, which may facilitate personalized service and enhance customer retention. Unify's platform integrates with real-time Loan Origination Systems and emphasizes compliance, which may contribute to its overall functionality. The company seeks to address the challenges associated with relationship management and growth within the mortgage industry.

Key facts

Founded
2008

Business model

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About Unify

What does Unify do?

Unify is a company that specializes in Customer Relationship Management (CRM) solutions specifically designed for the insurance and mortgage sectors.

Where is Unify headquartered?

Unify is headquartered in Roseville, United States.

When was Unify founded?

Unify was founded in 2008.

Which sector is Unify in?

Unify operates in Insurance Technology, part of Financial Technology.

Who are Unify's competitors?

Companies similar to Unify include Top of Mind Networks, Whiteboard CRM, and Junxure.