My Unify CRM

My Unify CRM

Mortgage CRM Software

51 ratings
2 reviews

Archived App (Last seen on 30 Jul 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • March 24, 2019
  • July 23, 2024

Features

My Unify CRM screenshot #1 for iPhone
My Unify CRM screenshot #2 for iPhone
My Unify CRM screenshot #3 for iPhone
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My Unify CRM screenshot #5 for iPhone
My Unify CRM screenshot #6 for iPhone
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About

Manage your mortgage business on the go with this comprehensive CRM. Track leads, manage your pipeline, schedule marketing campaigns, and communicate with clients directly from your device.

โœ“Real-time lead and opportunity tracking
โœ“Loan pipeline management
โœ“Automated marketing campaigns
โœ“Contact and lead management
โœ“Calendar and task scheduling
โœ“Loan calculator
โœ“Video marketing tools
Show original description

What's New in My Unify CRM

3.1.23

July 23, 2024

- Minor Bug Fixes

User reviews

Love it ๐Ÿ˜

This is a really neat app ๐ŸŽฏ

You cannot save leads

App is unresponsive when actually clicking โ€˜saveโ€™. My entire team is unable to add a lead on mobile.

Response from developer

We have fixed this issue on our last update, can you let us know if you are still facing this? Please don't hesitate to call us!

FAQ

What is My Unify CRM?

My Unify CRM is a business growth platform designed for mortgage professionals. It integrates various software tools to help users increase loan volume by managing leads, pipelines, and marketing efforts.

What devices does My Unify CRM support?

My Unify CRM is available for iPhone, iPad, and iPod devices, offering mobile-tailored functionality for users on the go.

How often is My Unify CRM updated?

The app was last updated on July 23, 2024, indicating regular maintenance and feature additions to ensure optimal performance and reliability.

What is the age rating for My Unify CRM?

My Unify CRM has an age rating of 4+, making it suitable for a wide range of users, including younger professionals.

How does My Unify CRM help with marketing?

The platform allows users to schedule automated marketing email campaigns and postcard sends, as well as personalized video email marketing campaigns to contacts and leads.

Can I manage my loan pipeline with My Unify CRM?

Yes, you can access active loans, loan prospects, and previously closed loans within the Pipeline section. You can also review loan details, update borrowers, and use the loan calculator.

Does My Unify CRM have ads?

No, My Unify CRM does not contain advertisements. It is a free application without any ad interruptions.

What do users like about My Unify CRM?

Users appreciate the app's comprehensive features for managing their mortgage business, including lead tracking, pipeline management, and marketing tools, all accessible from a mobile device.