MyCRMDashboard software


18 reviews(4.5/5)
18 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

18 Reviews of MyCRMDashboard

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  • Jett from Commerce National Bank & Trust

    Number of employees: 11-50 employees

    September 2018

    Hands-Free, A++ Customer Support, Great Service

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 501-1,000 employees

    September 2018

    Easy to Use

    Ease-of-use
    Functionality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 2-10 employees

    September 2018

    Current user

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 51-200 employees

    September 2018

    User Friendly & Convenient

    Ease-of-use
    Functionality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 201-500 employees

    September 2018

    The GameChanger

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Relatively easy to use. Looking forward to using more frequently going forward!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 501-1,000 employees

    June 2018

    Easy to use system.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Overall a very good program

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 11-50 employees

    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
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 201-500 employees

    June 2018

    The experience has been more than satisfactory.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    My experience with the software and the staff has been excellent. Staff has gone above and beyond a

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    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
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 201-500 employees

    May 2018

    Honestly I couldn't be happier with product...very easy to use and my customers respond to it.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 11-50 employees

    May 2018

    easy to use, great tool for business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 51-200 employees

    May 2018

    Very easy to use and convenient

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 501-1,000 employees

    May 2018

    I haven't had any leads that have turned into a new loan or additional product with a customer.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    very good

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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

    Number of employees: 1,001-5,000 employees

    May 2018

    Easy to navigate, useful content

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Continuity Programs, Continuity Programs, Inc.

    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!

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