Lendware vs. Unify CRM Comparison


Lendware	Unify CRM Unify
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Lendware	Unify CRM
		Related Products Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 4.6 out of 5 stars 136 Ratings Visit Website for Shape Software Centrex Software Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 4.8 out of 5 stars 18 Ratings Visit Website for Centrex Software LendingPad LendingPad is a cloud-based loan origination system designed to help mortgage teams operate more efficiently from application to funding. The platform brings together real-time collaboration, automated task routing, borrower document collection, live pipeline visibility, configurable workflows, compliance tools, and scalable editions for credit unions, banks, mortgage lenders, non-delegated lenders, and brokers. LendingPad gives mortgage organizations the technology they need to move loans forward with greater speed and control. Whether teams are looking to simplify origination, reduce manual handoffs, improve visibility, or support growth across lending models, LendingPad delivers a flexible platform built for the way mortgage professionals work today. 4.6 out of 5 stars 302 Ratings Visit Website for LendingPad Mortgage Automator Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth. 4.9 out of 5 stars 198 Ratings Visit Website for Mortgage Automator Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue. 4.6 out of 5 stars 589 Ratings Visit Website for Creatio Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 4.0 out of 5 stars 555 Ratings Visit Website for Act! Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 4.3 out of 5 stars 8,836 Ratings Visit Website for Sage Intacct Bryt Software Bryt Software is a flexible, cloud-based loan servicing platform designed to help lenders automate servicing, reduce manual processes and manage their loan portfolios from one centralized system. Bryt supports configurable loan structures, automated payment allocation, multiple interest accrual methods, late fees, borrower communications, document management, reporting and portfolio monitoring. Optional modules extend the platform with capabilities including ACH payment processing, borrower and investor portals, escrow/impound management, multi-lender and investor servicing, custom reporting, API access and more. Designed for organizations ranging from private and commercial lenders to consumer finance companies, CDFIs, automotive lenders and nonprofits, Bryt combines powerful servicing capabilities with an intuitive interface and modular pricing. Bryt is 100% cloud-based and includes unlimited support. Start a free 30-day trial or schedule a personalized demonstration to see how Bryt can simplify your loan servicing operation. 4.8 out of 5 stars 21 Ratings Visit Website for Bryt Software BoldTrail BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. 4.5 out of 5 stars 2,126 Ratings Visit Website for BoldTrail CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 4.9 out of 5 stars 240 Ratings Visit Website for CrankWheel
Lendware: About Lendware is the modern all-in-one CRM platform for mortgage professionals — helping you streamline your processes to close more deals, scale your operations, and increase ROI. Supercharge your loan origination process with Lendware's lead conversion tools, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Lendware's Mortgage CRM automation streamlines your processes, improves client relationships, and increases lead conversion rates through intelligent workflows and data-driven strategy. Lendware's marketing suite includes comprehensive tools that maximize lead generation and improve client engagement — boosting conversion rates and growing your loan portfolio. Lendware Predict adds AI-powered propensity modeling to identify which contacts are most likely to transact next. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? All activity in one place.	Unify CRM: About All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients
Lendware: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Unify CRM: Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Lendware: Audience Mortgage professionals and mortgage lenders	Unify CRM: Audience Mortgage professionals
Lendware: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Unify CRM: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
Lendware: API Offers API Not Supported	Unify CRM: API Offers API Supported
Lendware: Screenshots and Videos View more images or videos	Unify CRM: Screenshots and Videos View more images or videos
Lendware: Pricing No information available. Free Version Not Supported Free Trial Not Supported	Unify CRM: Pricing The Unify Business Growth Platform is cloud-based and Enterprise grade. Once a customized configuratoin is created, per user pricing can be cost-effectively optimized to save money. Free Version Not Supported Free Trial Not Supported
Lendware: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Unify CRM: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Lendware: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Unify CRM: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Lendware: Company Information Lendware Founded: 2019 United States lendware.ai/	Unify CRM: Company Information Unify Founded: 2008 United States unifycrm.com
Lendware: Alternatives Shape Software 4.6 out of 5 stars	Unify CRM: Alternatives Surefire CRM Top of Mind Networks 4.7 out of 5 stars
Lendware: Mortgage Quest Market Focus 4.9 out of 5 stars	Unify CRM: MyCRMDashboard Mortgage CRM Continuity Programs
Lendware: Unify CRM Unify	Unify CRM: BluMortgage BluRoot
Lendware: BNTouch Mortgage CRM 4.9 out of 5 stars	Unify CRM: Lendesk Lendesk Technologies
Lendware: MyCRMDashboard Mortgage CRM Continuity Programs View All	Unify CRM: Lendware View All
Lendware: Categories CRM Supported Financial CRM Supported Mortgage and Loans Supported Sales Tracking Supported	Unify CRM: Categories Campaign Management Supported Content Marketing Supported CRM Supported eLearning Authoring Tools Supported Email Marketing Supported Financial CRM Supported Loan Origination Supported Marketing Automation Supported Mortgage and Loans Supported
Lendware: CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Financial CRM Features Account Alerts Supported Asset Management Supported Expense Tracking Supported Household Tracking Supported Influence Tracking Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Supported Show More Features Sales Tracking Features Activity Dashboard Supported Alerts / Notifications Supported Appointment Scheduling Not Supported Call Logging Not Supported Comments / Notes Not Supported Custom Reports Not Supported Document Management Not Supported Email Templates Supported Interaction Tracking Not Supported Lead Management Supported Lead Scoring Supported Pipeline Management Supported Reporting / Analytics Supported Task Management Supported	Unify CRM: CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Financial CRM Features Account Alerts Supported Asset Management Not Supported Expense Tracking Not Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Supported Mortgage and Loans Features Amortization Schedule Not Supported Client Database Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Not Supported Document Management Not Supported Electronic Applications Not Supported Government Loans Not Supported Loan Origination Not Supported Loan Servicing Not Supported Pipeline Management Supported Pre-Qualification Not Supported Refinance Management Supported Residential Mortgages Supported Show More Features Campaign Management Features Channel Management Supported Contact Database Supported Email Marketing Supported Event Triggered Actions Supported Lead Management Supported Multi-Campaign Supported Content Marketing Features Audience Targeting Supported Brand Management Supported Campaign Management Supported Categorization / Grouping Supported Conversion Tracking Supported Distribution Management Supported Editorial Calendar Supported Multi-Channel Publishing Supported Publish Scheduling Supported SEO Management Not Supported Social Media Management Supported Video Management Supported Email Marketing Features A/B Testing Not Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Supported Customer Surveys Not Supported Drip Campaigns Supported Dynamic Content Supported Event Triggered Email Supported Image Library Not Supported Landing Pages/Web Forms Supported Mailing List Management Not Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor Supported Loan Origination Features Amortization Schedule Not Supported Audit Trail Not Supported Closing Documents Not Supported Compliance Management Supported Customer Database Supported Digital Signature Not Supported Document Management Not Supported Fee Management Not Supported Loan Processing Not Supported Online Application Not Supported Marketing Automation Features A/B Testing Not Supported Analytics / ROI Tracking Supported Artificial Intelligence Not Supported Content / Blogging Platform Supported Customizable CTAs Supported Drip Campaigns Not Supported Dynamic Content Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Supported Search Marketing Supported Segmentation Supported Social Marketing Supported Website Visitor Tracking Not Supported eLearning Authoring Tools Features Content Import / Export Supported Course Publishing Not Supported Gamification Not Supported Instructor-Led Courses Not Supported Interactive Content Supported PowerPoint Conversion Not Supported Self-Paced Courses Not Supported Storyboarding Not Supported Template Management Supported Test / Quiz Creation Not Supported Video Management Supported
Lendware: Integrations Facebook Supported LendingPad Supported OSE Supported ARIVE Supported BoomTown Supported Calyx Point Not Supported Encompass Not Supported Encompass Supported Gmail Supported LinkedIn Not Supported Microsoft Outlook Supported Redfin Supported SimpleNexus Mortgage Platform Supported Trulia Supported TrustEngine Not Supported X (Twitter) Not Supported Zapier Supported Zillow Supported leadpops Supported realtor.com Supported Show More Integrations View All 16 Integrations	Unify CRM: Integrations Facebook Supported LendingPad Supported OSE Supported ARIVE Not Supported BoomTown Not Supported Calyx Point Supported Encompass Supported Encompass Not Supported Gmail Not Supported LinkedIn Supported Microsoft Outlook Not Supported Redfin Not Supported SimpleNexus Mortgage Platform Not Supported Trulia Not Supported TrustEngine Supported X (Twitter) Supported Zapier Not Supported Zillow Not Supported leadpops Not Supported realtor.com Not Supported Show More Integrations View All 8 Integrations
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