# My Unify CRM — Mortgage CRM Software > Mobile CRM platform for mortgage professionals to manage leads, loans, and marketing. (iPhone/iPad app by CrossMedia LLC.) - Source: https://appshunter.io/ios/app/my-unify-crm/id1448247041 (this page in markdown: same URL + `.md`) - Developer: [CrossMedia LLC](https://appshunter.io/developer/1237780783) - Category: Business - Price: Free - Rating: 4.73/5 from 51 App Store ratings · 2 written reviews indexed - Age rating: 4+ - Requires: iOS 10.0 · 43 MB - Languages: English - Released: 2019-03-24 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/my-unify-crm/id1448247041/reviews.md ## What is My Unify CRM? 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. ## Key features - Real-time lead and opportunity tracking - Loan pipeline management - Automated marketing campaigns - Contact and lead management - Calendar and task scheduling - Loan calculator - Video marketing tools ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/my-unify-crm/id1448247041/reviews.md ### 5/5 — Love it 😁 *2019-06-11* This is a really neat app 🎯 ### 1/5 — You cannot save leads *2019-06-06* App is unresponsive when actually clicking ‘save’. My entire team is unable to add a lead on mobile. **Developer response:** 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! ## Frequently asked questions about My Unify CRM ### 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. ## Version history (last 5 releases) ### 3.1.23 — 2024-07-23 - Minor Bug Fixes ### 3.1.22 — 2024-07-02 - Minor Bug Fixes ### 3.1.21 — 2024-04-29 - Minor Bug Fixes ### 3.1.1 — 2023-08-07 - Minor Bug Fixes ### 3.1.0 — 2023-08-01 - Minor bug fixes - Navigation/Menu updates --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*