Dashboard
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10About MyCRMDashboard Mortgage CRM
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 online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders i...
44 Reviews of MyCRMDashboard Mortgage CRM
Average User Ratings
Overall
4.32 / 5 stars
Ease-of-use
4.5
Value for money
4.5
Customer support
4.5
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
September 2018
Jett from Commerce National Bank & Trust
Verified Reviewer
Company Size: 11-50 employees
Industry: Banking
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2018
Hands-Free, A++ Customer Support, Great Service
Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.
Pros
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.
Cons
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.
Response from Continuity Programs
Replied September 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!
February 2019
Molly from Old National Bank
Company Size: 201-500 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
4.0
February 2019
Overall a great CRM system
Overall I really like the system. I have used a few different CRM systems and this is the most logical and user friendly.
Pros
It is easy and quick to use--automation is good and I like the outgoing messages.
Cons
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/
Response from Continuity Programs
Replied February 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!
May 2018
Sherry from Tri City National Bank
Company Size: 501-1,000 employees
Industry: Banking
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
2.0
Customer support
4.0
Functionality
3.0
May 2018
I haven't had any leads that have turned into a new loan or additional product with a customer.
Keeps my name in the mind of my customers and prospective referrers.
Pros
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.
Cons
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.
Response from Continuity Programs
Replied June 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!
February 2019
Jamie from American Bank & Trust - South Dakota
Verified Reviewer
Company Size: 51-200 employees
Industry: Banking
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
February 2019
Customer Support is Outstanding
We are making more consistent communications with our past customers.
Pros
The support we have received from representative is incredible. Representative is very friendly and knowledgeable about the product she supports.
Cons
Sometimes the notification e-mails go to my junk mail.
Response from Continuity Programs
Replied February 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!
June 2018
Eric from North Shore Bank
Company Size: 501-1,000 employees
Industry: Banking
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
5.0
Functionality
4.0
June 2018
Easy to use system.
Pros
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.
Cons
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.
Response from Continuity Programs
Replied June 2018
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!
