By quote

Logo of MyCRMDashboard Mortgage CRM
Ask Vendor A QuestionFind A Better App
Logo of MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM REVIEW

CRM Software

No user reviews

What is MyCRMDashboard Mortgage CRM?

MyCRMDashboard Mortgage CRM is a cloud-based customer relationship management software (CRM) intended primarily for the residential mortgage industry, packing features that are uniquely designed to simplify and streamline the way mortgage firms and loan officers generate leads and make it easy for them to manage and follow up with clients and contacts.
Trusted by names in the mortgage business including Mohave State Bank, Resource Financial, and North Shore Bank, to mention a few, MyCRMDashboard Mortgage CRM helps loan officers attract and retain their clients and effortlessly measure and monitor their satisfaction every single time. The software can be instrumental to the increase of repeat business as well as referrals and testimonials of its users.

Overview of MyCRMDashboard Mortgage CRM Benefits

Effective Information Consolidation and Management
MyCRMDashboard Mortgage CRM is an excellent platform for your mortgage loan officers to gather, organize, and manage all their clients’ information in one centralized location. This makes it easy for them to create and track their database and automatically generate leads. All interactions and activities are documented and follow-up marketing is scheduled and sent automatically, enabling your loan officers to maximize every opportunity that comes their way.
Automated Client Communication
MyCRMDashboard Mortgage CRM sends automated marketing campaigns that are highly personalized to your clients, referral partners, and contacts. This helps drive referrals, repeat business, and cross-sell opportunities. Your clients can easily respond to you directly or via the personalized URLs and online response forms.

Overview of MyCRMDashboard Mortgage CRM Features

  • Dedicated Account Manager and customer service team
  • Training for every loan officer
  • Automated email and direct mail campaigns based on 45 years of experience in the industry
  • Real-time exclusive lead generation with email alerts
  • Built-in PURLS (personalized web pages) for lead generation
  • Customer satisfaction survey with NPS scoring
  • White labeled private storefront with corporate approved designs

What Problems Will MyCRMDashboard Mortgage CRM Solve?

1) Staying connected with customers, referral partners, and prospects
Loan officers are busy closing loans and building relationships. MyCRMDashboard automatically keeps them in touch with their database. The loan officers don’t have to worry about sending emails or mailings.
2) Generating leads, testimonials, and referrals
Lenders who have manual processes or leave it up to the loan officer to generate leads are looking to add technology to help them improve productivity in this area. MyCRMDashboard automatically generates leads and referrals and notifies the loan officer. The customer satisfaction surveys also generate a steady stream of testimonials for each loan officer.
3) Brand protection
Banks, credit unions and mortgage lenders are faced with heavy industry regulation and compliance issues. MyCRMDashboard includes a custom storefront for their branded marketing flyers, postcards, and more. Continuity Programs collaborates with the corporate office to set up their approved products and make them available to the loan officers.

Awards & Quality Certificates

MyCRMDashboard Mortgage CRM Position In Our Categories

Position of MyCRMDashboard Mortgage CRM in our main categories:


MyCRMDashboard Mortgage CRM is one of the top 500 CRM Software products


MyCRMDashboard Mortgage CRM is one of the 500
CRM Software products

If you are considering MyCRMDashboard Mortgage CRM it may also be beneficial to examine other subcategories of Best CRM Software listed in our base of B2B software reviews.Customer Service Software, Online CRM Software, Social CRM Software

Every company is different, and may call for a specific CRM Software solution that will be adjusted to their company size, type of clients and employees and even individual industry they deal with. We advise you don't count on getting an ideal solution that is going to work for every company regardless of their history is. It may be a good idea to read a few MyCRMDashboard Mortgage CRM reviews first and even then you should pay attention to what the solution is intended to do for your business and your staff. Do you require a simple and intuitive service with only basic features? Will you really use the complex tools required by pros and large enterprises? Are there any specific features that are especially beneficial for the industry you operate in? If you ask yourself these questions it will be much easier to find a reliable app that will match your budget.

How Much Does MyCRMDashboard Mortgage CRM Cost?

MyCRMDashboard Mortgage CRM Pricing Plans:
Free trial
Quote-Based Plan
Contact Vendor

Contact MyCRMDashboard for basic and enterprise pricing information on MyCRMDashboard Mortgage CRM product. You can also submit a request for a free trial to see if the software is a perfect fit for your business.

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and MyCRMDashboard Mortgage CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with MyCRMDashboard Mortgage CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are MyCRMDashboard Mortgage CRM pricing details?

MyCRMDashboard Mortgage CRM Pricing Plans:
Free trial
Quote-Based Plan
Contact Vendor

Contact MyCRMDashboard for basic and enterprise pricing information on MyCRMDashboard Mortgage CRM product. You can also submit a request for a free trial to see if the software is a perfect fit for your business.

What integrations are available for MyCRMDashboard Mortgage CRM?

MyCRMDashboard Mortgage CRM integrates with the following business systems and applications:

  • LOS/API integration

User reviews

No reviews yet


Average Rating:

Write your own review of this product

Add a review

Thank you for submitting your review!

In order to ensure high-quality of our reviews we'll have to verify your email address. Please insert your email address below.

Thank you!

A verification email has been sent to the address you provided. Please click on the link in that email to finalize your review submission.

Page last modified