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Unify CRM & LendingPad Announce Their Technology Integration

Unify CRM, a full-featured CRM platform specifically designed for the mortgage industry, and LendingPad, a leading provider of mortgage Loan Origination System (LOS), have announced the integration of their two platforms. The integration provides users of LendingPad to easily take advantage of the business-building features and communication tools within Unify CRM.

Unify CRM and LendingPad have already provided this integration to the clients they currently have in common and will present this powerful solution to future clients jointly. Utilizing LendingPad’s API allows Unify to pull more data from the LOS to provide Loan Officers with up-to-date loan information, enable status update communications to borrowers and agents, and provide a source of data to help identify future lending opportunities.

“Unify is not just a static contact management system,” said Scott Lidberg, president of Cross Media/Unify. “It is designed to automate much of the work that loan originators need to do on a daily basis to be successful. This includes communications, prospecting, and pipeline management. Our goal is to improve communications and efficiencies while helping to build relationships with clients and referral partners that result in strong business growth.”

This integration gives managers more control over marketing content, branding, campaigns and compliance by pulling information directly from LendingPad'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. It also just released the first truly Mobile Mortgage CRM providing originators these same tools, but in the palm of their hand.

“LendingPad is proud to be at the forefront of mortgage lending technologies working with powerful platforms such as Unify CRM together to enhance loan origination process,” said LendingPad’s Managing Director, Wes Yuan. “Our mutual customers will enjoy the benefits of a high-performance cloud-based LOS and Unify’s comprehensive suite of CRM tools for loan originators.”

About Unify CRM

Unify is an innovative suite of features and technology services designed specifically for the mortgage industry. We help mortgage banks, community banks, mortgage brokers, credit unions, and loan originators to more effectively connect with their clients, manage relationships, and grow their business. We are proud to have built the most robust CRM for the Mortgage Industry. It is our goal to help loan originators become more efficient, grow their business, and make more money. Unify is a product of Cross Media, LLC with offices in Florida and Minnesota.

About LendingPad

Residential mortgage professionals created LendingPad’s innovative loan origination system in 2006 to provide an exceptional user experience, to make better lending decisions and to enhance individual originators’ ability to succeed. Leveraging from a highly-scalable cloud infrastructure, LendingPad ® is a web-based, end-to-end innovative LOS offering unique features such as same-file multi-user edit capabilities and real-time updates. LendingPad ® Network is a hub connecting borrowers, brokers, lenders and service providers. The solutions LendingPad offers elevate the efficiency, compliance, and information security of brokers, lenders, and depository institutions. LendingPad® is a Premier Member of the Mortgage Bankers Association and an endorsed technology sponsor for the National Association of Mortgage Brokers. LendingPad is a product of WEI Technology LLC, headquartered in McLean, VA, USA.

Topics: News, New Features

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