MyCRMDashboard Mortgage CRM

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.

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.

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.

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.

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.