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Product Quick Facts
About MyCRMDashboard
MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners, and borrowers. All leads generated are exclusive to the LO.
The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media.
The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers, and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.
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Alternatives to MyCRMDashboard
Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.
1 EntreTEK Solutions
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2 HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.
3 Maximizer
Maximizer is a CRM designed for sales teams to manage opportunities, automate tasks and close more business. Try our platform free for 30 days.
(Last updated on 03/07/2022 by Pam VanLoon)