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Unify CRM

Automated Campaigns
Effective email campaigns that include 26 different touches
Marketing Collateral
Access to almost 700 other pieces of marketing collateral, including email campaigns, flyers, brochures, post cards, follow-up phone scripts, and more
Contact Management
Encompass Integrated
Pulls data from Encompass
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Social Survey

Automation
Once a loan closes, a review is sent out to your customer on your behalf.
Sharing Your Reviews
Once a review is complete, it posts automatically to your social survey page, the company’s page, the company twitter, your LO WebMax website, and all of your social media pages as well as the companies pages.
Striving For Success
As we always strive for 5 star reviews, that doesn't always happen. That's why, Social Survey only posts 3.5 stars or higher review on social media pages.
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WebMax

Customized For You
All we need is your headshot, bio and info from your email signature (NMLS # and licensing)
Social Media Syncing
This syncs with Social Survey and Zillow
Online Applications
You can take apps directly from your site
Great Resource
An invaluable point of reference for customers and prospects; you only have to set it up once

 

Top Quality Materials