MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

von Continuity Programs

Wer verwendet MyCRMDashboard Mortgage CRM?

Mortgage lenders, banks and credit unions looking for a turnkey mortgage lead generating CRM with automated marketing.

Was ist MyCRMDashboard Mortgage CRM?

MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans.

MyCRMDashboard Mortgage CRM – Details

Continuity Programs

https://www.continuityprograms.com

Gegründet 1973

MyCRMDashboard Mortgage CRM – Preisübersicht

MyCRMDashboard Mortgage CRM ist verfügbar ab 49,99 $/Monat. MyCRMDashboard Mortgage CRM bietet keine Gratisversion und keine kostenlose Testversion. Weitere Preisinformationen für MyCRMDashboard Mortgage CRM findest du unten.

Startpreis

49,99 $/Monat

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Cloud, SaaS, Web

Training

Persönlich

Live Online

Webinare

Kundenbetreuung

Support während der Geschäftszeiten

Online

MyCRMDashboard Mortgage CRM Funktionen

CRM Software für Banken & Finanzdienstleister
Beziehungs-Nachverfolgung
Einfluss-Nachverfolgung
Gebietsmanagement
Haushalts-Nachverfolgung
Konto-Benachrichtigungen
Kostenverfolgung
Leadmanagement
Marketing-Management
Team-Aufgaben
Vermögensverwaltung
Darlehen-Entstehung
Dokumentenmanagement
Elektronische Applikationen
Gewerbliche Hypotheken
Kontaktmanagement
Kredit-Berichterstattung
Kredit-Serviceabwicklung
Kundenaussagen
Kundendatenbank
Pipeline-Management
Schließen von Dokumenten
Staatliche Kredite
Tilgungsplan
Umfinanzierungs-Management
Vorab-Qualifizierung
Wohn-Hypotheken

MyCRMDashboard Mortgage CRM – Nutzerbewertungen

Zeigt 5 von 44 Nutzerbewertungen

Gesamt
4.3/5
Benutzerfreundlichkeit
4.4/5
Kundenservice
4.6/5
Funktionen
4.2/5
Preis-Leistungs-Verhältnis
4.3/5
Jett L.
Project Analyst
Bankwesen, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    10/10
  • Quelle des Nutzers 
  • Bewertet am 19.9.2018

"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 des Softwareanbieters

von Continuity Programs an 20.9.2018

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!

  • Quelle des Nutzers 
  • Bewertet am 19.9.2018
Frank F.
Mortgage Consultant
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    Unrated
  • Preis-Leistungs-Verhältnis
    Unrated
  • Likelihood to Recommend
    10/10
  • Quelle des Nutzers 
  • Bewertet am 22.2.2019

"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.

Antwort des Softwareanbieters

von Continuity Programs an 27.2.2019

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!

  • Quelle des Nutzers 
  • Bewertet am 22.2.2019
Molly S.
Loan officer
Finanzdienstleistungen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Overall Rating
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    Unrated
  • Preis-Leistungs-Verhältnis
    Unrated
  • Likelihood to Recommend
    9/10
  • Quelle des Nutzers 
  • Bewertet am 15.2.2019

"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 des Softwareanbieters

von Continuity Programs an 25.2.2019

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!

  • Quelle des Nutzers 
  • Bewertet am 15.2.2019
Sherry G.
Asst. Vice President / Branch Manager
Bankwesen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Overall Rating
    3/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    2/5
  • Likelihood to Recommend
    5/10
  • Quelle des Nutzers 
  • Bewertet am 30.5.2018

"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 des Softwareanbieters

von Continuity Programs an 15.6.2018

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!

  • Quelle des Nutzers 
  • Bewertet am 30.5.2018
Jamie O.
Real Estate Loan Officer
Bankwesen, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Overall Rating
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Likelihood to Recommend
    8/10
  • Quelle des Nutzers 
  • Bewertet am 13.2.2019

"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 des Softwareanbieters

von Continuity Programs an 14.2.2019

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!

  • Quelle des Nutzers 
  • Bewertet am 13.2.2019