MyCRMDashboard Mortgage CRM Software
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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Menu -
Dashboard -
Hot lead list -
Key dates -
Contact details -
Survey responses
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10
20 Reviews of MyCRMDashboard Mortgage CRM
Mark from Resource Financial Services, Inc
Employees number: 51-200 employees
September 2018
September 2018
Stay in touch
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
I am happy with the product overall.
Pros
I like the autonomy and presentation. Once you set up a contact...everything is automatic. The best part is....the clients keyed into our loan software get imported automatically.
Cons
I wish there was a way to have the product send more than one email per month....wish we could choose the frequency of the emails.
Response: Continuity Programs, Continuity Programs, Inc.
Date: September 2018
September 2018
Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you like the automatic email marketing and fact that the clients in your loan origination software get imported automatically. Regarding your comments on choosing the frequency of the emails, I am going to pass these 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. We love to hear what type of features/functionality you would like to see. Thanks again!
Ross from Millenium Home Mortgage
Employees number: 11-50 employees
September 2018
September 2018
Good quality
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
I've definitely seen my business take a step in the positive direction and my name stays out there in front of my contacts more now than it ever has.
Pros
I like that it automatically sends out the emails without me going in and manually doing it.
Cons
Some of the emails are a little short on content, or may be slightly irrelevant to the times.
Response: Continuity Programs, Continuity Programs, Inc.
Date: September 2018
September 2018
Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use and that you like the automatic email marketing. Regarding your comments on some of the content in the emails, I am going to pass these 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. We would love to hear what type of content you would like to see. Thanks again!
Jett from Commerce National Bank & Trust
Employees number: 11-50 employees
September 2018
September 2018
Hands-Free, A++ Customer Support, Great Service
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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: Continuity Programs, Continuity Programs, Inc.
Date: September 2018
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!
erin from First Community Bank
Employees number: 501-1,000 employees
September 2018
September 2018
Easy to Use
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
had a one on one briefing, and it was helpful. informative.
Pros
point and click. easy for all use levels.
Cons
cannot click off certain functions-like the thank you card. no guidebook. Would like to see what the client sees.
Response: Continuity Programs, Continuity Programs, Inc.
Date: September 2018
September 2018
Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Regarding your comments on clicking off certain functions and having a guidebook, I am going to pass these along to our support and development teams. 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!
Maria from Millenium Home Mortgage
Employees number: 2-10 employees
September 2018
September 2018
Current user
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
Its easy to use, wish we had more options to see the material and to send it in Spanish to our non English speaking clients.
Cons
I wish we could see the actual material that is being sent. Also we would like to have the material to be sent out to our Hispanic client in Spanish.
Response: Continuity Programs, Continuity Programs, Inc.
Date: September 2018
September 2018
Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Regarding your comments on seeing the material and sending it in Spanish, I am going to pass these along to our support and development teams. 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!
Marissa from The State Bank
Employees number: 51-200 employees
September 2018
September 2018
User Friendly & Convenient
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
So far, the best thing about the dashboard is the ease of finding information and having so much available to me. Working with different originators also makes this easy to sort by loan officer as well.
Pros
I liked the most that I could see all of my loan officers under one login and did not need to have a separate login for each originator. Very easy to see survey's and I appreciate the email notifications so I know when I should login.
Cons
So far, I have not ran into a situation where I did not like the software.
Response: Continuity Programs, Continuity Programs, Inc.
Date: September 2018
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 find our mortgage CRM user friendly and convenient. Also, it is so great to know you appreciate seeing all your loan officers under one login ¿ you must be an administrator! Thanks again!
Jacob from First Community Bank of South Carolina
Employees number: 201-500 employees
September 2018
September 2018
The GameChanger
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
I loved how user friendly it is. Also I really appreciate how detailed the software is and how it can run itself but if I want control to do something specific I can easily get control.
Cons
No cons so far. I am very thankful for how user friendly it has been and the staff has been so helpful.
Response: Continuity Programs, Continuity Programs, Inc.
Date: September 2018
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 find our mortgage CRM user friendly and detailed. Also, it is so great to know you appreciate how it can run itself! Thanks again!
John from NBT Bank
June 2018
June 2018
Relatively easy to use. Looking forward to using more frequently going forward!
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
The information provided and options for use of tools are very good. It can be a useful tool daily, weekly, monthly and annually!
Cons
Some of the listing feedback pieces were not accurate. They referenced the homes clients purchased as being on the market when in fact they were old listings from when they purchased.
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
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 to be a useful tool. Regarding the ClientTracker leads, I'm going to pass along your feedback to our development team. Thanks again!
Eric from North Shore Bank
Employees number: 501-1,000 employees
June 2018
June 2018
Easy to use system.
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
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!
Tom from Mohave State Bank
June 2018
June 2018
Overall a very good program
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
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.
Cons
None really. It's very easy to use and if you ever have questions they are quick to respond and assist with training.
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
June 2018
Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that you would recommend the CRM to anyone in the mortgage industry. Thanks again!
Debra from Essential Mortgage
Employees number: 11-50 employees
June 2018
June 2018
I use this to keep up with my past clients. It is so easy and takes the work out of it for me.
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
It takes the time and work out of keeping up with past clients.
Pros
I like the "set it and forget it" nature that this software provides in order for me to keep up with past clients.
Cons
Some of the dashboard is confusing. On occasion I have trouble determining when clients have been mailed vs emailed.
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
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. Also, it is so great to know you like the set it and forget it automated marketing to your past clients! Regarding the dashboard, I am going to pass along your feedback to our development team. Thanks again!
Stephanie from Tri City National Bank
Employees number: 201-500 employees
June 2018
June 2018
The experience has been more than satisfactory.
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.
Pros
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.
Cons
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.
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
June 2018
Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM user friendly and easy to navigate. Also, it is so great to know you like the potential new business notifications! Thanks again!
Nevin from First National Home Mortgage
June 2018
June 2018
My experience with the software and the staff has been excellent. Staff has gone above and beyond a
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
My favorite features are the automated elements of the follow up campaign and the ease of use of the dashboard.
Cons
Manual entry of new affiliate partner data is time consuming.
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
June 2018
Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that your experience has been excellent. Also, it is so great to know you like the automated mortgage marketing campaign. Regarding adding new affiliate partners, if you have more than a couple to add, feel free to send us a spreadsheet and we can upload them for you. Our Customer Service team is here to help you. Thanks again!
Alba from MHM
May 2018
May 2018
My company is a new account so I am just starting to learn more about your company and what it can d
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
Again I am new at this and still not up and running and knowing all it can do but I loved how it let me know that my customer from 2 yrs ago had just listed his house. i am still trying to make contact but I think that is a great feature to have and looking forward to understand more of the benefits first hand.
Cons
Not being well versed or well trained on using it. I would like to better understand the many other benefits because I see that it could be a great tool on a daily basis. Maybe
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
June 2018
Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear good feedback. Also, it is so great to know you loved the notification that your customer from 2 years ago listed his house! We always provide loan officer training for new accounts, so I will check with your Account Manager to make sure yours is scheduled if it has not been already. Thanks again!
Charles from Mortgage 1
Employees number: 201-500 employees
May 2018
May 2018
Honestly I couldn't be happier with product...very easy to use and my customers respond to it.
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.
Pros
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.
Cons
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.
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
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. Also, it is so great to know your customers respond to the automated mortgage marketing! Regarding the milestone updates, I am going to have your Account Manager reach out to you about this feature. Thanks again!
Josh from Resource Financial Services, Inc. NMLS ID#1339801
Employees number: 11-50 employees
May 2018
May 2018
easy to use, great tool for business
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
The automated reviews and client tracker is an excellent tool that frees up a lot of time for me. Make my job much easier not having to keep track of everything myself.
Cons
No complaints. This is a great tool that does many great things for me from automated emails to my clients for reviews to reminding me of upcoming dates I need to know.
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
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. Also, it is so great to know you like the automated mortgage email marketing and ClientTracker notifications! Thanks again!
Randy from Tri City National Bank
Employees number: 51-200 employees
May 2018
May 2018
Very easy to use and convenient
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
Easy program to understand and work with. It is a convenient way to keep track of current prospects, referral partners and customers
Cons
I would love to see the opportunity to print out a report regarding prospects, referral partners to see who is currently in the pipeline. This way I can keep track and make sure it is up to date all the time
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
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 understand and work with. Regarding your customer support rating, we are normally known for our exceptional service! I am going to have your Account Manager reach out to you to see where we can improve. Also, I have passed along your feedback regarding printing out a report to our development team to consider adding this feature. Thanks again!
Sherry from Tri City National Bank
Employees number: 501-1,000 employees
May 2018
May 2018
I haven't had any leads that have turned into a new loan or additional product with a customer.
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
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!
Peter from NBT Bank
May 2018
May 2018
very good
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
MyCRMDashboard.com is good for the ease of use, it's to the point, reminds me of contact information ,
Cons
I have no issues with MyCRMDashboard.com. I have been able to use the program with no problems, and use as a tool.
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
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. Thanks again!
Christie from NBT Bank
Employees number: 1,001-5,000 employees
May 2018
May 2018
Easy to navigate, useful content
Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros
Automated contact with client base. Good reference tool for prior relationships. Ability to upload spreadsheet of contacts
Cons
too many e-mail messages - I'd prefer to check in on my own and maybe receive one weekly e-mail for updates
Response: Continuity Programs, Continuity Programs, Inc.
Date: June 2018
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 navigate. Regarding your comment about too many email messages, those are mortgage lead notifications! I have passed along your feedback to our development team to consider a more intuitive method of notifying you when a lead comes in. Thanks again!
