Unify CRM (by Lender Price) review
A modern CRM with a best-in-class pricing engine integration.
Top 11 rank
#9 of 11
Score
7.5/9.4
Pricing
$$ (Custom pricing)
HQ
Pasadena, CA, USA
Verdict
Unify CRM offers a clean, modern interface and seamless integration with its parent company's powerful product pricing engine (PPE). This makes it a compelling choice for teams that prioritize quick, accurate pricing as a core part of their sales process.
What customers praise
The native integration with the Lender Price PPE allows loan officers to run scenarios and generate quotes from within the CRM in seconds.
What customers criticise
As a newer entrant, its feature set is less developed than established players, and it has fewer pre-built integrations with third-party tools outside its own ecosystem.
Best for
Brokers using the Lender Price PPE who want a tightly integrated, modern CRM experience.
At a glance
- Integrations: Lender Price PPE, Encompass, Twilio, SendGrid
- Compliance: RESPA
- Regions served: USA
- Typical onboarding: 14 days
Red flags
Public risk signals as of June 2026: none. No material public risk signals as of 2026-06-29. See the full red-flag report.
Alternatives
See alternatives to Unify CRM (by Lender Price), or compare against the next-ranked entry: Unify CRM (by Lender Price) vs Insellerate.
Source: Top 11 The 11 Best CRM Software for Mortgage Brokers (2026), verified June 29, 2026 — no paid placement.