Audience
Companies searching for a solution to improve their customer communication
About MyCRMDashboard Mortgage CRM
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.
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Pricing
Starting Price:
$29.99 per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Continuity Programs
Founded: 1973
United States
www.continuityprograms.com/mortgage-financial-marketing/
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Product Details
Platforms Supported
SaaS
Training
Live Online
Webinars
In Person
Support
Phone Support
Online
MyCRMDashboard Mortgage CRM Frequently Asked Questions
MyCRMDashboard Mortgage CRM Product Features
Financial CRM
Account Alerts
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Asset Management
Expense Tracking
Influence Tracking
Team Assignments
Territory Management
Mortgage and Loans
Client Database
Contact Management
Amortization Schedule
Closing Documents
Commercial Mortgages
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages