What is MyCRMDashboard?
MyCRMDashboard 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 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.
Benefits and Insights
Key differentiators & advantages of MyCRMDashboard
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.
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Pricing for CRM Software
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.