Company profile: Unify CRM
1.1 - Company Overview
Company description
- Provider of a cloud-based all-in-one mortgage CRM for lenders, brokers, and banks to manage customer relationships, integrate multiple systems, and streamline operations, complemented by marketing automation, lead generation, and ringless voicemail to engage clients and capitalize on sales opportunities.
Products and services
- Unify All-in-One Mortgage CRM: Cloud-based, industry-specific platform that manages customer relationships, streamlines operations, integrates multiple systems, and helps lenders, brokers, and banks capitalize on sales opportunities
- Lead Generation: Multi-channel feature that assists mortgage professionals in identifying and acquiring potential clients through various channels to increase efficiency and help capitalize on sales opportunities
- Marketing Automation: Automation-driven service that automates marketing tasks to help mortgage professionals engage with clients and manage campaigns efficiently within one easy-to-use integrated platform
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Unify CRM
MainStreet Technologies
HQ: United States
Website
- Description: Provider of allowance software solutions for financial institutions, focused on automating and advising on critical quarterly calculations. Serves banks and credit unions across the U.S. and its territories.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Radius Bank
HQ: United States
Website
- Description: Provider of online banking services offering a full complement of personal and business accounts and services nationwide, combining the product depth of a national brand, the technology of a fintech, and personalized attention. Products include personal loans up to $40,000, rewards checking with 1% cash back and ATM rebates, high yield savings, certificates of deposit, and online & mobile banking.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full Radius Bank company profile →
Mortgage Coach
HQ: United States
Website
- Description: Provider of mortgage advisory tools for loan officers serving homeowners and Realtors, including Mortgage Coach Total Cost Analysis to present and compare loan options to borrowers, RateWatch for up-to-the-minute market movement monitoring and interactive mortgage-backed securities charting, an enterprise license with product/fee and strategy templates plus custom branding, and an individual license with templates and limited Spanish TCA capability.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full Mortgage Coach company profile →
Taktile
HQ: United States
Website
- Description: Provider of a software platform to build, run, and evaluate automated decision flows. Offers a Decision Platform integrating various data providers, a Data Marketplace with pre-built integrations to data warehouses, and B2C solutions for credit underwriting and onboarding/KYC to automate and optimize underwriting, improve credit policies and approval rates, and perform identity verification and fraud detection.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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PeerIQ
HQ: United States
Website
- Description: Provider of data and risk analytics and financial information services for the peer-to-peer/alternative lending sector, pooling detailed loan data to deliver independent analytics and benchmarks that help institutional clients analyze, access, and manage risk, price instruments, value loan portfolios, and develop investment strategies.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full PeerIQ company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Unify CRM
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Unify CRM
2.2 - Growth funds investing in similar companies to Unify CRM
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4 - Top valuation comps for Unify CRM
4.2 - Public trading comparable groups for Unify CRM
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