SimpleNexus and Unify Integration

The two way integration between SimpleNexus and Unify is the most robust in the Mortgage CRM space and provides loan originators with visibility into the pre-application activity of their prospects. Unify even knows when a prospect drops out of the application process, automatically adding this prospect into their Unify contacts, and notifying the loan originator of this event. This important information allows the loan originator to convert more of these “drop-offs” into completed applications.


Watch the Integration Overview in this quick video - click the graphic to start.

YOur challenges

LO and/or Mortgage companies have that the SimpleNexus/Unify integration will solve:

1

Business is booming and I need to find new ways to be more efficient and productive.

2

When a potential borrower abandons their application in SimpleNexus, I would like to be notified and automatically market to this borrower to finish the application

3

When I have typed a prospective borrowers information in Unify and the borrower wants to start an application, I would like the information to easily transfer from Unify to SimpleNexus.

The Solution

is the Unify/SimpleNexus integration – it is the industry-best integration for these 3 reasons:

1

Unify and SimpleNexus has created an industry leading 2-way integration to streamline the loan application and application abandonment processes.

2

When a potential borrower does not complete an application in SimpleNexus, SimpleNexus notifies Unify and sends all relevant data. Unify will then automatically trigger a contact campaign that can utilize pre-written emails, schedule calls, and set appointments.

3

When a loan originator is in Unify and knows that a borrower wants to start a loan application, they can press the Send to POS button in the Unify Lead Tracker screen. All relevant information in 32 data fields is sent to SimpleNexus.

YOur positive Results

for the LO and/or Mortgage company will be:

1

When a loan originator is in Unify and knows that a borrower wants to start a loan application, they can press the Send to POS button in the Unify Lead Tracker screen. All relevant information in 32 data fields is sent to SimpleNexus.

2

LO’s will create more loans by reducing the number of application abandonments using Unify automated marketing campaigns, processes and content

3

LO’s will streamline their loan application process, with fewer data entry steps and reduced data errors.

The ability to originate applications directly from Unify to Simple Nexus is also unique, and improves the loan officer’s efficiencies by eliminating the double entry of these 32 mortgage specific data fields:

Borrower First Name

Borrower Last Name

Borrower Date of Birth

Borrower Cell Phone

Borrower Home Phone

Borrower Email Address

Borrower Credit Report Authorization

Borrower First Name

Borrower Last Name

Borrower Date of Birth

Borrower Cell Phone

Borrower Home Phone

Borrower Email Address

Borrower Credit Report Authorization

Loan Purpose

Property City

Property State

Property Value

Loan Amount

Purchase Price

Down Payment

Is there a Co Borrower

Military Service

Lead Source Name

Lead Source Office Phone

Lead Source Cell Phone

Lead Source Email

Current Address 1

Current Address 2

Current City

Current State

Current Zip

Ask your Unify company admin about turning on the SimpleNexus integration. Integrating SimpleNexus and Unify will make you and your team more productive, make fewer data entry mistakes, and grow your business to the next level.