Floify Integrates with Unify CRM to Optimize Mortgage Originator Sales and Marketing Processes | New


BOULDER, Colo., September 29, 2021 / PRNewswire-PRWeb / – Floify, the leading developer of point-of-sale (POS) technology for the mortgage industry, announced its integration with Unify CRM’s customer relationship management (CRM) and marketing automation software . The integration streamlines the data flow between POS and CRM systems, allowing for automatic creation of contacts, which can include borrower, co-borrower, and referral source details. The combined solution enables loan originators to effortlessly deploy Unify marketing resources to current loan prospects and applicants for higher loan and application conversion rates.

“The combination of all the features that an outsourcer needs to increase loan volume in the Unify Business Building platform, keeps all marketing efforts and business activities in one place. You don’t have to invest in different platforms to do business, ”said Count McLain, Director of Business Development and Strategic Relations at Unify, “Integration with point-of-sale systems, like Floify, gives our users another tool to help them grow more business and close more loans . “

The new integration allows loan originators who use Floify to automate their mortgage process and Unify to manage their customer database to seamlessly access selected loan details from either platform. -form, thus eliminating the need to work between multiple software applications. Designed to eliminate errors from customer databases, Floify and Unify ensure that no contact goes unnoticed. New leads are automatically added to Unify from Floify loan feeds and 1003 online apps.

“In today’s fast-paced mortgage industry, loan originators want the speed and convenience of a mortgage automation system like Floify integrated with a robust CRM like Unify,” said Dave sims, CEO of Floify. “Our partnership with Unify has allowed us to combine these critically important platforms in a way that has resulted in a complete and seamless experience for mortgage professionals.”

About Floify:

Floify is a digital mortgage automation and point-of-sale solution that streamlines the loan creation process by providing a secure application, communication and document portal between lenders, borrowers, referral partners and other stakeholders in the mortgage industry. Lenders use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Floify is based at Boulder, Colorado. For more information, visit the company’s website at floify.com or on social media at Facebook, LinkedIn or Twitter.

About Cross Media and Unify CRM:

Cross Media, LLC is a Roseville, Minnesotabased company offering a complete CRM system for mortgages, Unify®. Unify is a comprehensive mortgage CRM solution that provides lenders with LOS integration, lead generation and management, contact management, and marketing automation. Unify provides all the tools needed to grow a lender’s business in an easy-to-use cloud system.

Media contact

Robert martin, Floify, +1 (303) 304-7655, [email protected]



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