MyCRMDashboard Mortgage CRM Software

4.32 / 5 (44)

Our advisors have recommended this product 1 time 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.



Read More

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

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 44 reviews

Do you use this product?Write a review

February 2019

Frank from First State Bank

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

5.0

Functionality

4.0

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

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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

4.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

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

5.0

Value for money

4.0

Customer support