MyCRMDashboard Mortgage CRM Software

4.32 / 5 (44)

Our advisors have recommended this product 2 times in the last 30 days

About 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 increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features.

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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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

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

Ratings Snapshot

5 stars

(20)

4 stars

(19)

3 stars

(4)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 44 reviews

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February 2019

Frank from First State Bank

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

February 2019

Continuity Programs provids sales support

Continuity Programs provides sales support to my closed customers and prospective clients. I have found this is a great way to keep myself in front of my customers and remind them of the success we shared. For new clients, past customers and my referral partners, their marketing support has strengthened and developed my relationships and trust that leads to building my business. Continuity Programs sends greetings and reminders, assuring them I’m here for questions, future needs and referrals. Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys. I’m very satisfied and will continue to use Continuity Programs.

Pros

Your sales support to my closed customers and prospective clients. I have more time for other work and my goals.
Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys.
For my referral partners, this has strengthened and developed my relationships and trust that leads to building my business.


Cons

No comments or complaints. I have needed support, Rep and staff have got back to me the same day with help.

Response from Continuity Programs of Continuity Programs, Inc.

Replied February 2019

Thank you 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 our mortgage CRM helps you strengthen relationships with your referral partners, prospects and closed customers. We appreciate your feedback! Thanks again!

September 2018

Jett from Commerce National Bank & Trust

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 of Continuity Programs, Inc.

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!

May 2018

Charles from Mortgage 1

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

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

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 from Continuity Programs of Continuity Programs, Inc.

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. 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!

June 2018

Stephanie from Tri City National Bank

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

The experience has been more than satisfactory.

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 from Continuity Programs of Continuity Programs, Inc.

Replied 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!

June 2018

Tom from Mohave State Bank

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

Overall a very good program

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 from Continuity Programs of Continuity Programs, Inc.

Replied 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!

February 2019

Molly from Old National Bank

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

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 of Continuity Programs, Inc.

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!

September 2018

Mark from Resource Financial Services, Inc

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

Stay in touch

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 from Continuity Programs of Continuity Programs, Inc.

Replied 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!

February 2019

Jamie from American Bank & Trust - South Dakota

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

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 of Continuity Programs, Inc.

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

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

4 of 5

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 of Continuity Programs, Inc.

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!

February 2019

Kaye from American Bank & Trust

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

February 2019

CRM

The emails encourage customers and referral partners to reach out more.

Pros

Campaigns are very well done. They all look like they came from the loan officer directly.

Cons

Current customers with properties listed for sale is not working. We've only received 4 notifications of properties that are on the market and there should be many more. The one that we did get for is actually an employee so we knew what date the property hit Zillow and Realtor.com and it was over 8 days later when we received notification that it was for sale.

Response from Continuity Programs of Continuity Programs, Inc.

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 the automated marketing campaigns coming from the loan officers are well done! Regarding your comment on the ClientTracker leads not working, I am going to pass this along to our development team to investigate. Thanks again!

September 2018

Ross from Millenium Home Mortgage

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

September 2018

Good quality

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 from Continuity Programs of Continuity Programs, Inc.

Replied 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!

May 2018

Josh from Resource Financial Services, Inc. NMLS ID#1339801

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

easy to use, great tool for business

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 from Continuity Programs of Continuity Programs, Inc.

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. Also, it is so great to know you like the automated mortgage email marketing and ClientTracker notifications! Thanks again!

February 2019

Jeff from Mortgage 1

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

February 2019

Likes

Customer surveys helps me to fix any issues my clients may have voiced with their experience.

Pros

The notifications when a borrower puts their home on the market. I also very much like the customer surveys.

Cons

I haven’t had the opportunity to really look to see what all the options for this program are.

Response from Continuity Programs of Continuity Programs, Inc.

Replied February 2019

Thank you for leaving a review! The team here at Continuity Programs is excited to receive your feedback. We are happy to hear that you like the ClientTracker notifications and customer surveys. We appreciate your feedback! Thanks again!

September 2018

Maria from Millenium Home Mortgage

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

September 2018

Current user

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 from Continuity Programs of Continuity Programs, Inc.

Replied 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!

June 2018

Debra from Essential Mortgage

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

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 from Continuity Programs of Continuity Programs, Inc.

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. 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!

February 2019

Rebecca from TCNB

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2019

Great System

Keeping in touch with customers

Pros

Easy to use. Great information! Keeping a working relationship with customers.

Cons

Nothing, haven't run into any issues. Easy to navigate

Response from Continuity Programs of Continuity Programs, Inc.

Replied February 2019

Thanks for leaving a review! The team at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the customer keep in touch programs! Thanks again!

September 2018

Jacob from First Community Bank of South Carolina

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

The GameChanger

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 from Continuity Programs of Continuity Programs, Inc.

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 find our mortgage CRM user friendly and detailed. Also, it is so great to know you appreciate how it can run itself! Thanks again!

February 2019

Jack from Level One Bank

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

February 2019

Mortgage Banker

Great!

Pros

The ease of getting in and out. The daily updates keep me on top of my past and future clients.

Cons

No cons at this time. If this is something that comes up in the future I will contact you.

Response from Continuity Programs of Continuity Programs, Inc.

Replied February 2019

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. Also, it is great to know the daily updates are keeping you on top of past and future clients. We appreciate your feedback! Thanks again!

May 2018

Alba from MHM

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

5 of 5

May 2018

My company is a new account so I am just starting to learn more about your company and what it can d

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 from Continuity Programs of Continuity Programs, Inc.

Replied 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!

February 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2019

Set It and Forget It

Pros

Ease of use, automatic marketing platform, ability to add additional contacts.

Cons

I do not have any cons to list about this software at this time.

Response from Continuity Programs of Continuity Programs, Inc.

Replied February 2019

Thank you for leaving a review! The team at Continuity Programs is pleased to receive a perfect 10/10 on your likelihood to recommend us! Satisfaction of our users means everything to us. We are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the automated marketing! Thanks again!