Was ist MyCRMDashboard?
MyCRMDashboard, das Hypotheken-CRM, wurde speziell für Hypothekengeber entwickelt. Geeignet für Unternehmen mit mehr als 5 Kreditberatern. Die nutzerfreundliche SaaS-Lösung umfasst automatisiertes Marketing auf Basis von über 45 Jahren Erfahrung in der Branche. Steigere die Anzahl der sich wiederholenden Geschäfte, Empfehlungen, Bewertungen, Referenzen und mehr. Die integrierte anbietergesteuerte Automatisierung unterstützt Kreditgeber dabei, die Kundenbindung zu steigern, neue Geschäftsmöglichkeiten zu schaffen und die Kosten für die Kreditvergabe zu senken.
Wer verwendet MyCRMDashboard?
Hypothekengeber, Banken und Kreditgenossenschaften, die nach einem schlüsselfertigen Hypotheken-CRM für Lead-Generierung mit automatisiertem Marketing suchen.
Wo kann MyCRMDashboard bereitgestellt werden?
Cloud, SaaS, webbasiert
Über den Anbieter
- Continuity Programs
- Ansässig in Walled Lake, USA
- 1973 gegründet
- Chat
Erhältlich in diesen Ländern
Vereinigte Staaten
Sprachen
Englisch
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Über den Anbieter
- Continuity Programs
- Ansässig in Walled Lake, USA
- 1973 gegründet
- Chat
Erhältlich in diesen Ländern
Vereinigte Staaten
Sprachen
Englisch
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Bewertungen über MyCRMDashboard
Jett
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.
Antwort von Continuity Programs
vor 4 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
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/
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!
Sherry
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.
Antwort von Continuity Programs
vor 4 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!
Jamie
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.
Antwort von Continuity Programs
vor 4 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
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.
Antwort von Continuity Programs
vor 4 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!
