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Über MyCRMDashboard

MyCRMDashboard ist ein Hypotheken-CRM für Lead-Generierung, das speziell für Hypothekengeber, Banken und Kreditgenossenschaften entwickelt wurde.

Erfahre mehr über MyCRMDashboard

Zeigt 44 Bewertungen

Jett L.
Jett L.
Project Analyst in USA
Verifizierter Nutzer auf LinkedIn
Bankwesen, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Hands-Free, A++ Customer Support, Great Service

5 vor 3 Jahren

Kommentare: Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.

Vorteile:

The best thing about MyCRMDashboard is that it's a hands-free - a great way to stay in touch with customers without tying up you resources. The ClientTracker generates mortgages leads by scrubbing the national change of address database and CP sends postcards to the new addresses.

Nachteile:

There should be a section of the CRM dashboard that tracks what marketing material that is being sent out and it should notify users whenever new material is added. However, Continuity Program's team is extremely responsive and helpful; upon request, they will send you the current marketing material.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you would strongly recommend our mortgage CRM. Also, it is so great to know you enjoy the hands-free way to stay in touch with customers. Regarding your comment about a section in the CRM to view the marketing material that is being sent, I am going to pass this along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again!

Molly S.
Loan officer in USA
Finanzdienstleistungen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Overall a great CRM system

4 vor 3 Jahren

Kommentare: Overall I really like the system. I have used a few different CRM systems and this is the most logical and user friendly.

Vorteile:

It is easy and quick to use--automation is good and I like the outgoing messages.

Nachteile:

I would like to be able to download directly from Encompass. We have been manually entering leads. Also, It would be nice if there were some templates available to pick from...i.e. sending a birthday message with some graphics/

Antwort von Continuity Programs

vor 3 Jahren

Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is the most logical and user friendly system you have used! Regarding your comment integrating with Encompass, we do have an interface for that. I am going to pass this along to your Account Manager to see if your company is in the queue to be integrated. Also, there are automated birthday messages that go out in some programs and I will have the Customer Service team reach out to you with some info on that. Thanks again!

Michael H.
Mortgage Planner in USA
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Serviceable CRM but Needs More Targeted Campaigns and Preapproval Drip Campaigns

3 vor 3 Jahren

Kommentare: I would give them a 5-6 out of 10 because we went from no CRM to now having something but I would still again love to see more improvement with this.

Vorteile:

The software does what most lenders need - keeps in touch and sends birthday emails but I feel as though it could be so much more.

Nachteile:

I would like to be able to market to my preapproval clients and have the system pull those through with a variety of campaigns (low credit, saving money, paying debts down, homebuying 101, etc).

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is happy to hear your feedback. Regarding your suggestion on targeted marketing campaigns, I am going to pass along a feature request to our development team. We do have credit coaching and first time homebuyer campaigns, and perhaps some others! I will have our Customer Service team reach out to you with more information. Thanks again!

Jamie O.
Jamie O.
Real Estate Loan Officer in USA
Verifizierter Nutzer auf LinkedIn
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Customer Support is Outstanding

4 vor 3 Jahren

Kommentare: We are making more consistent communications with our past customers.

Vorteile:

The support we have received from representative is incredible. Representative is very friendly and knowledgeable about the product she supports.

Nachteile:

Sometimes the notification e-mails go to my junk mail.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is helping you communicate consistently with your past customers! Regarding your comment on notification emails sometimes going to your junk, I am going to pass this along to our development team to investigate. In the meantime, it may help if you add us to your Safe Sender List on your end. Thanks again!

Eric V.
Mortgage Loan Officer in USA
Bankwesen, 501-1.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Easy to use system.

4 vor 3 Jahren

Vorteile:

Easy to use, and colorful also. The gauges that you use that look like automobile gauges are easy to use and see at a glance.

Nachteile:

It would be nice to have an active link on the website for the realtors that are listed. That way you could click on it and contact them very easily.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Regarding your suggestion on active links, I am going to pass along a feature request to our development team. You are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again!

Ross H.
Loan officer in USA
Bankwesen, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Good quality

4 vor 3 Jahren

Kommentare: I've definitely seen my business take a step in the positive direction and my name stays out there in front of my contacts more now than it ever has.

Vorteile:

I like that it automatically sends out the emails without me going in and manually doing it.

Nachteile:

Some of the emails are a little short on content, or may be slightly irrelevant to the times.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use and that you like the automatic email marketing. Regarding your comments on some of the content in the emails, I am going to pass these along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. We would love to hear what type of content you would like to see. Thanks again!

Josh T.
Josh T.
Mortgage Loan Officer NMLS ID 1377585 in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

easy to use, great tool for business

5 vor 3 Jahren

Vorteile:

The automated reviews and client tracker is an excellent tool that frees up a lot of time for me. Make my job much easier not having to keep track of everything myself.

Nachteile:

No complaints. This is a great tool that does many great things for me from automated emails to my clients for reviews to reminding me of upcoming dates I need to know.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the automated mortgage email marketing and ClientTracker notifications! Thanks again!

Jeff B.
Loan officer in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Likes

4 vor 3 Jahren

Kommentare: Customer surveys helps me to fix any issues my clients may have voiced with their experience.

Vorteile:

The notifications when a borrower puts their home on the market. I also very much like the customer surveys.

Nachteile:

I haven’t had the opportunity to really look to see what all the options for this program are.

Antwort von Continuity Programs

vor 3 Jahren

Thank you for leaving a review! The team here at Continuity Programs is excited to receive your feedback. We are happy to hear that you like the ClientTracker notifications and customer surveys. We appreciate your feedback! Thanks again!

Jacob C.
Jacob C.
Mortgage Banker in USA
Verifizierter Nutzer auf LinkedIn
Bankwesen, 201-500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

The GameChanger

5 vor 3 Jahren

Vorteile:

I loved how user friendly it is. Also I really appreciate how detailed the software is and how it can run itself but if I want control to do something specific I can easily get control.

Nachteile:

No cons so far. I am very thankful for how user friendly it has been and the staff has been so helpful.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM user friendly and detailed. Also, it is so great to know you appreciate how it can run itself! Thanks again!

Verifizierter Rezensent
Mortgage Loan Consultant in USA
Verifizierter Nutzer auf LinkedIn
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Set It and Forget It

5 vor 3 Jahren

Vorteile:

Ease of use, automatic marketing platform, ability to add additional contacts.

Nachteile:

I do not have any cons to list about this software at this time.

Antwort von Continuity Programs

vor 3 Jahren

Thank you for leaving a review! The team at Continuity Programs is pleased to receive a perfect 10/10 on your likelihood to recommend us! Satisfaction of our users means everything to us. We are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the automated marketing! Thanks again!

Frank F.
Mortgage Consultant in USA
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Continuity Programs provids sales support

5 vor 3 Jahren

Kommentare: Continuity Programs provides sales support to my closed customers and prospective clients. I have found this is a great way to keep myself in front of my customers and remind them of the success we shared. For new clients, past customers and my referral partners, their marketing support has strengthened and developed my relationships and trust that leads to building my business. Continuity Programs sends greetings and reminders, assuring them I’m here for questions, future needs and referrals. Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys. I’m very satisfied and will continue to use Continuity Programs.

Vorteile:

Your sales support to my closed customers and prospective clients. I have more time for other work and my goals. Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys. For my referral partners, this has strengthened and developed my relationships and trust that leads to building my business.

Nachteile:

No comments or complaints. I have needed support, Rep and staff have got back to me the same day with help.

Antwort von Continuity Programs

vor 3 Jahren

Thank you for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating. We are happy to hear that our mortgage CRM helps you strengthen relationships with your referral partners, prospects and closed customers. We appreciate your feedback! Thanks again!

Charles S.
Charles S.
Loan Officer in USA
Immobilien, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Honestly I couldn't be happier with product...very easy to use and my customers respond to it.

5 vor 3 Jahren

Kommentare: keeping my data base organized and involved in my business is very important.People who I did business with several years ago still have my name in front of them which is important as I fight to retain current clients.

Vorteile:

My customers respond to the emails...it feels personal to them. I can thank them for past business and stay in touch for future opportunities.

Nachteile:

I would like the ability to give milestone updates to clients in real time. I find that feature to be very important to my clients as it keeps them involved in the process and updsates the progress of the loan.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use. Also, it is so great to know your customers respond to the automated mortgage marketing! Regarding the milestone updates, I am going to have your Account Manager reach out to you about this feature. Thanks again!

Stephanie S.
Personal Banking Officer in USA
Bankwesen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

The experience has been more than satisfactory.

5 vor 3 Jahren

Kommentare: I have easy access to my customers contact information and the software provides information for potential new business with giving us the information for homes that are listed for sale.

Vorteile:

I like most how user friendly and easy the software is to navigate through. Everything is pretty much spelled out for you and that makes it so much easier to navigate through, especially if you are busy and need information from the software fast. There is a lot of information stored in the software but trying to find it is not overwhelming. The software is not overrun with information that is not needed, that would make it harder to navigate through.

Nachteile:

I honestly don't have any cons for the software at this point. I find that the system is very easy to navigate through and self explanatory.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM user friendly and easy to navigate. Also, it is so great to know you like the potential new business notifications! Thanks again!

Tom E.
SVP Mortgage Department in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Overall a very good program

5 vor 3 Jahren

Vorteile:

CRM Dashboard is easy to use and they are very responsive on any operational questions or issues. I recommend this program to anyone in the mortgage industry.

Nachteile:

None really. It's very easy to use and if you ever have questions they are quick to respond and assist with training.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that you would recommend the CRM to anyone in the mortgage industry. Thanks again!

Mark T.
Branch Manager / Loan Officer in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Stay in touch

5 vor 3 Jahren

Kommentare: I am happy with the product overall.

Vorteile:

I like the autonomy and presentation. Once you set up a contact...everything is automatic. The best part is....the clients keyed into our loan software get imported automatically.

Nachteile:

I wish there was a way to have the product send more than one email per month....wish we could choose the frequency of the emails.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you like the automatic email marketing and fact that the clients in your loan origination software get imported automatically. Regarding your comments on choosing the frequency of the emails, I am going to pass these along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. We love to hear what type of features/functionality you would like to see. Thanks again!

Kaye M.
Mortgage Sales Manager in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

CRM

5 vor 3 Jahren

Kommentare: The emails encourage customers and referral partners to reach out more.

Vorteile:

Campaigns are very well done. They all look like they came from the loan officer directly.

Nachteile:

Current customers with properties listed for sale is not working. We've only received 4 notifications of properties that are on the market and there should be many more. The one that we did get for is actually an employee so we knew what date the property hit Zillow and Realtor.com and it was over 8 days later when we received notification that it was for sale.

Antwort von Continuity Programs

vor 3 Jahren

Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that the automated marketing campaigns coming from the loan officers are well done! Regarding your comment on the ClientTracker leads not working, I am going to pass this along to our development team to investigate. Thanks again!

Maria T.
President in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Current user

5 vor 3 Jahren

Vorteile:

Its easy to use, wish we had more options to see the material and to send it in Spanish to our non English speaking clients.

Nachteile:

I wish we could see the actual material that is being sent. Also we would like to have the material to be sent out to our Hispanic client in Spanish.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Regarding your comments on seeing the material and sending it in Spanish, I am going to pass these along to our support and development teams. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again!

Debra H.
Loan Officer in USA
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

I use this to keep up with my past clients. It is so easy and takes the work out of it for me.

5 vor 3 Jahren

Kommentare: It takes the time and work out of keeping up with past clients.

Vorteile:

I like the "set it and forget it" nature that this software provides in order for me to keep up with past clients.

Nachteile:

Some of the dashboard is confusing. On occasion I have trouble determining when clients have been mailed vs emailed.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the set it and forget it automated marketing to your past clients! Regarding the dashboard, I am going to pass along your feedback to our development team. Thanks again!

Rebecca B.
Personal Banker in USA
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great System

5 vor 3 Jahren

Kommentare: Keeping in touch with customers

Vorteile:

Easy to use. Great information! Keeping a working relationship with customers.

Nachteile:

Nothing, haven't run into any issues. Easy to navigate

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the customer keep in touch programs! Thanks again!

Jack A.
Mortgage Banker in USA
Bankwesen, 201-500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Mortgage Banker

4 vor 3 Jahren

Kommentare: Great!

Vorteile:

The ease of getting in and out. The daily updates keep me on top of my past and future clients.

Nachteile:

No cons at this time. If this is something that comes up in the future I will contact you.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Also, it is great to know the daily updates are keeping you on top of past and future clients. We appreciate your feedback! Thanks again!

Alba M.
Loan Officer in USA
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

My company is a new account so I am just starting to learn more about your company and what it can d

4 vor 3 Jahren

Vorteile:

Again I am new at this and still not up and running and knowing all it can do but I loved how it let me know that my customer from 2 yrs ago had just listed his house. i am still trying to make contact but I think that is a great feature to have and looking forward to understand more of the benefits first hand.

Nachteile:

Not being well versed or well trained on using it. I would like to better understand the many other benefits because I see that it could be a great tool on a daily basis. Maybe

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear good feedback. Also, it is so great to know you loved the notification that your customer from 2 years ago listed his house! We always provide loan officer training for new accounts, so I will check with your Account Manager to make sure yours is scheduled if it has not been already. Thanks again!

Randy K.
Loan Originator in USA
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Very easy to use and convenient

4 vor 3 Jahren

Vorteile:

Easy program to understand and work with. It is a convenient way to keep track of current prospects, referral partners and customers

Nachteile:

I would love to see the opportunity to print out a report regarding prospects, referral partners to see who is currently in the pipeline. This way I can keep track and make sure it is up to date all the time

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to understand and work with. Regarding your customer support rating, we are normally known for our exceptional service! I am going to have your Account Manager reach out to you to see where we can improve. Also, I have passed along your feedback regarding printing out a report to our development team to consider adding this feature. Thanks again!

Marissa Y.
Mortgage Loan Assistant in USA
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

User Friendly & Convenient

5 vor 3 Jahren

Kommentare: So far, the best thing about the dashboard is the ease of finding information and having so much available to me. Working with different originators also makes this easy to sort by loan officer as well.

Vorteile:

I liked the most that I could see all of my loan officers under one login and did not need to have a separate login for each originator. Very easy to see survey's and I appreciate the email notifications so I know when I should login.

Nachteile:

So far, I have not ran into a situation where I did not like the software.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM user friendly and convenient. Also, it is so great to know you appreciate seeing all your loan officers under one login ¿ you must be an administrator! Thanks again!

Sherry G.
Asst. Vice President / Branch Manager in USA
Bankwesen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

I haven't had any leads that have turned into a new loan or additional product with a customer.

3 vor 3 Jahren

Kommentare: Keeps my name in the mind of my customers and prospective referrers.

Vorteile:

It is easy to add contacts. I try to enter prospects monthly but will use the software weekly as needed if there is a Hot Lead. I have received thank you replies to some of the quarterly e-mails sent to my contacts which enhances the customer relationship. It is good to keep my name and contact information in the forefront.

Nachteile:

Some leads take alot of research to determine if the potential buyer / seller is the correct person to contact. Value is unknown as I do not know the cost. However it doesn't appear that many of my peers have had many results.

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use, and you enjoy that it keeps your name in front of your customers and prospective referrers. Regarding your comment about taking time to research the leads, I would like to discuss this further regarding your specific leads! Please let me know when you would like to schedule a call. Thanks again!

Rob L.
Sales Manager in USA
Bankwesen, 201-500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

MyCRMDashboard Review

3 vor 3 Jahren

Kommentare: Because of the lack of ability to find the information that the emails received tell you are there, it's frustrating.

Vorteile:

Seems to have a lot of features, and like the summary reports and timeliness of emails sent with updates/things happening within the system with clients/all.

Nachteile:

Very difficult to know how to move around the system and get to the information that the emails receive provide for you

Antwort von Continuity Programs

vor 3 Jahren

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear your feedback, and we are happy to know that you like the summary reports and timeliness of emails sent. Regarding your comments on difficulty knowing how to move around the system, I have requested our Customer Service team reach out to you and offer more training or find out how we can improve the system for you. Thanks again!