Télécharger My Unify CRM sur PC

           


Bonne nouvelle! Une application Windows comme My Unify CRM est disponible! Télécharger ci-dessous:

Sinon, suivez les instructions ci-dessous pour utiliser My Unify CRM sur PC:

My Unify CRM Sur iTunes

- 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.  - 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 Lead Details – View and create notes, access requested loan information and current loan comparisons, create follow-ups, and log a response.  - Review loan details to update borrowers, view timely changes, and engage through phone calls, emails, or text messages.  - 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.  The Unify mortgage business growth platform integrates industry leading product solutions in one suite of software tools to increase loan volume.  - Access active loans in your pipeline, loan prospects, previously closed loans, other loans, and loan favorites.  - Schedule automated marketing email campaigns and postcard sends to contacts and leads.  - Search across all active leads to set up automatic tasks, appointments, calls, and log a response.  - Mark videos as a favorite to share with contacts and leads.  - Use the loan calculator to keep borrowers updated or start a new loan scenario.  - Browse leads by groups and mark leads as a favorite.  - Browse contacts by groups and mark as a favorite.  - Record and store new videos in your Unify Marketing Library.  - Send personalized video email marketing campaigns.  - Manage and share recorded videos through your device to other apps.  Access the desktop platform features with mobile-tailored functionality in real-time.  Operate your business from your device with the My Unify CRM app.