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MyCRMDashboard Mortgage CRM REVIEW

CRM Software

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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 Softwareproducts


MyCRMDashboard Mortgage CRM is one of the 500
CRM Software products

If you are considering MyCRMDashboard Mortgage CRM it might also be beneficial to analyze other subcategories of Best CRM Software listed in our database of B2B software reviews.Online CRM Software, Social CRM Software, Feedback & Reviews Management Software

Companies have different needs and requirements and no software platform can be perfect in such a condition. It is pointless to try to find a perfect out-of-the-box software app that fulfills all your business wants. The wise thing to do would be to adapt the solution for your special needs, worker skill levels, budget, and other aspects. For these reasons, do not hurry and pay for well-publicized popular systems. Though these may be widely used, they may not be the ideal fit for your specific wants. Do your homework, check out each short-listed application in detail, read a few MyCRMDashboard Mortgage CRM reviews, call the seller for explanations, and finally select the product that offers what you need.

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

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