MyCRMDashboard 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.

 

MyCRMDashboard - Menu
 
  • MyCRMDashboard - Menu
    Menu
  • MyCRMDashboard - Dashboard
    Dashboard
  • MyCRMDashboard - Hot lead list
    Hot lead list
  • MyCRMDashboard - Key dates
    Key dates
  • MyCRMDashboard - Contact details
    Contact details
  • MyCRMDashboard - Survey responses
    Survey responses
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

14 Reviews of MyCRMDashboard

Showing 1-14 of 14

 

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Jett from Commerce National Bank & Trust
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

MyCRMDashboard has provided exceptional customer service. We feel great about our choice of CRM.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
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Quality
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Support

The CRM software has helped us stay in touch with customers without tying up our resources.

Pros

My favorite part of this software is that it's hands-free. Also, the team behind it is remarkable - its members communicate effectively and provide quick and detailed answers to my questions. The support team has provided us with exceptional service; they have done an excellent job of following up on any questions/concerns that I have.

Cons

I think the software could offer more features, such as mass-email to all contacts that are uploaded to the CRM.

Review Source: Capterra

  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 we have provided exceptional customer service. Also, it is so great to know your favorite part is the hands-free mortgage marketing! Regarding the mass email feature, this is currently in development and we will be sure to let you know when it is released (coming soon). 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

Functionality

Product Quality

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Value for Money

Ease-of-use
Usability
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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.

Review Source: Capterra

  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
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

June 2018

June 2018

Easy to use system.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Review Source: Capterra

  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

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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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.

Review Source: Capterra

  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
Number of employees: 11-50 employees 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

Functionality

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Value for Money

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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.

Review Source: Capterra

  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
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2018

June 2018

The experience has been more than satisfactory.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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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.

Review Source: Capterra

  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

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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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.

Review Source: Capterra

  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

Functionality

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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

Review Source: Capterra

  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
Number of employees: 201-500 employees 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

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra

  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
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

easy to use, great tool for business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source: Capterra

  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
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Very easy to use and convenient

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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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

Review Source: Capterra

  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
Number of employees: 501-1,000 employees 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

Functionality

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Value for Money

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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.

Review Source: Capterra

  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

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source: Capterra

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

May 2018

May 2018

Easy to navigate, useful content

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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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

Review Source: Capterra

  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!