Benefits and Insights

Why use MyCRMDashboard?

Key differentiators & advantages of MyCRMDashboard

The turnkey campaigns, paired with PURL technology, generate exclusive leads, online reviews and repeat business for MLOs. The compliant SaaS software suite also includes a custom-branded online storefront allowing lenders to increase internal efficiency and protect their brand. The system allows MLOs to keep in touch with prospects, customers and referral partners, effortlessly!

MyCRMDashboard unites lenders and MLOs with an astounding 217% over-average CRM adoption rate. The streamlined online reputation management and executive reporting help improve the customer experience. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. The user-friendly CRM and white-glove service helps MLOs be more productive and successful. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features.

MyCRMDashboard Reviews

The following reviews for MyCRMDashboard are taken from the SelectHub ReviewFeed which collects and aggregates reviews from across a variety of online review platforms such as Capterra, Software Advice, Gartner Peerinsights, PC Mag and G2 Crowd.

Banking & Financial Services
100 - 499
Stay in touch
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.
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.
I am happy with the product overall.
Banking & Financial Services
20 - 49
Hands-Free, A++ Customer Support, Great Service
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.
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.
Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.
Banking & Financial Services
10 - 19
Current user
It's easy to use, wish we had more options to see the material and to send it in Spanish to our non English speaking clients.
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.
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