MyCRMDashboard

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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 online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase custome...

MyCRMDashboard Pricing

Starting price: 

$49.99 per month

Free trial: 

Not Available

Free version: 

Not Available

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MyCRMDashboard User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 1 - 5 of 44 reviews

Jett

Commerce National Bank & Trust

Verified reviewer

Company size: 11-50 employees

Industry: Banking

Time used: Less than 12 months

Review Source: Capterra

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

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed 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

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!

Replied September 2018

Molly

Old National Bank

Verified reviewer

Company size: 201-500 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

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

Ease-of-use

5

Functionality

4

Reviewed 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

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!

Replied February 2019

Sherry

Tri City National Bank

Verified reviewer

Company size: 501-1,000 employees

Industry: Banking

Time used: Less than 2 years

Review Source: Capterra

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

Ease-of-use

3

Value for money

2

Customer support

4

Functionality

3

Reviewed 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

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!

Replied June 2018

Jamie

American Bank & Trust - South Dakota

Verified reviewer

Company size: 51-200 employees

Industry: Banking

Time used: Less than 12 months

Review Source: Capterra

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

Ease-of-use

4

Value for money

4

Customer support

5

Functionality

5

Reviewed 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

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!

Replied February 2019

Eric

North Shore Bank

Verified reviewer

Company size: 501-1,000 employees

Industry: Banking

Time used: Less than 12 months

Review Source: Capterra

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

Ease-of-use

4

Value for money

3

Customer support

5

Functionality

4

Reviewed 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

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!

Replied June 2018

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