MortgageHalo

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

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.

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

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.

Good System

Vorteile:

Love the surveys, the notifications and reminders.

Nachteile:

Not easy to use for data tracking such as trace notes

Continuity Programs provids sales support

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.

Customer Support is Outstanding

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.

easy to use, great tool for business

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.

Overall a great CRM system

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/

The experience has been more than satisfactory.

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.

The GameChanger

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.

Set It and Forget It

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.

Overall a very good program

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.

Stay in touch

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.

Easy to use system.

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.

Good quality

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.

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

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.

CRM

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.

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

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.

Serviceable CRM but Needs More Targeted Campaigns and Preapproval Drip Campaigns

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).

MyCRMDashboard Review

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

Likes

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.

Current user

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.

Review

Vorteile:

great customer contact with the surveys and email reminders

Nachteile:

i have been waiting for someone to fix the option I am trying to use but I just quit checking the website because it is not functioning

Great System

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

Mortgage Banker

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.

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

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