August 23, 2018
Costa Mesa, Calif — Unify CRM, a full-featured CRM platform specifically designed for the mortgage industry, and LendingQB, a provider of SaaS mortgage origination technology solutions, have deepened Its integration to provide enhanced marketing capabilities by connecting to a vast array of additional data points pulled directly from the LOS to create a one-stop shop for loan officers to work from.
Unify CRM and LendingQB have been successful integration partners for over two years serving a variety of mutual clients. Utilizing LendingQB’s Open API allows Unify to pull more data from the LOS to provide Loan Officers with enhanced marketing and lead capabilities without a need to switch between screens.
“The UNIFY CRM in conjunction with LQB has been great,” said Jag Chopra, vice president of business development and applications for Sunstreet Mortgage. “Not to rest on their laurels, they continue to improve their product by listening to their clients and adding meaningful features. Their training is polished and their customer service is great, which makes our internal support costs much lower as they work as an extended team. UNIFY has a mature, easy to use product with great support and training which results in a high user adoption rate: the lifeblood of a good CRM.”
This integration gives managers more control over marketing content, branding, campaigns and compliance by pulling information directly from LendingQB’s LOS instead of having to re-enter data, eliminating entry mistakes and automating the process further. Unify CRM features extensive marketing tools for video, text and social media channels including marketing audit features, lead tracking, and the inclusion of a marketing scorecard to give loan officers an insight into their daily work.
“Our partnership with Unify CRM Is demonstrated not just by our ability to work together, but the ability to enhance our integrations for our customer’s benefit,” said David Colwell, vice president of LendingQB strategy. “Their extensive marketing toolkit and scorecard encourage our lenders to succeed by giving valuable insight to their efforts. Their technological approach allows our clients to utilize our LOS without needing to be in it, staying true to our values of automation and innovation.”
LendingQB is a provider of an innovative web-based loan origination system (LOS) and continues to extend market-leading integrations that provide lenders a flexible, innovative workflow. The LOS’ open-architecture application program interface (API) enables lenders to select the tools that best help their efficiency. The LOS was cited in the STRATMOR Group’s December 2016 Technology Insights report as achieving an end user effectiveness rating of 93%, top marks amongst the major LOS providers. For more info, visit lendingqb.com.