1. [Home](https://www.g2.com/) 2. ... 3. [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) 4. [Unify CRM Discussions](https://www.g2.com/products/unify-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_fff58dc1c58686d2cb269c34970b0858/unify-crm.png "Product Avatar Image") ](/products/unify-crm/reviews) [ Unify CRM ](/products/unify-crm/reviews) (4)4.4/5 Unify is a comprehensive contact management system for the mortgage industry that provides integrated features and functions that are essential to increasing profitability and streamlining the sales process. As a CRM for the mortgage industry Unify improves the overall quality, efficiency and experience of the customer engagement process. It provides the visibility, ease of use, consistency, and controls that help improve all aspects of the customer journey, from initial acquisition, to any and all engagement, to ultimate retention. The integration with the Loan Origination System (LOS) provides vital information to loan officers throughout the application process and the synchronization of data allows them to easily continue their communication with the customer throughout their mortgage life cycle Show More * * * ### 50.0 Nps Score Already have Unify CRM? ### All Unify CRM Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is Unify CRM used for? ](/discussions/what-is-unify-crm-used-for) What is Unify CRM used for? [ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Unify+CRM+questions+and+get+answers+from+expert+users+in+our+Unify+CRM+Discussions+section.&title=Unify+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Funify-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Unify+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Funify-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Funify-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Unify+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Funify-crm%2Fdiscuss%0aAsk+Unify+CRM+questions+and+get+answers+from+expert+users+in+our+Unify+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Unify+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Funify-crm%2Fdiscuss%0aAsk+Unify+CRM+questions+and+get+answers+from+expert+users+in+our+Unify+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/unify-crm/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_fff58dc1c58686d2cb269c34970b0858/unify-crm.png "Product Avatar Image") ### Have you used Unify CRM before? Answer a few questions to help the Unify CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Funify-crm%2Fdiscuss%3Fsmall_ask%3Dunify-crm) No