Mortgage

This is the CRM you will WANT to use!

MyCRMDashboard
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The only mortgage CRM that generates leads,
testimonials & 3X more repeat business.

 
  • Compliant platformCompliant platform
  • Exclusive mortgage leadsExclusive mortgage leads
  • Automated, personalized campaignsAutomated, personalized campaigns
  • Marketing tools Loan Officers will useMarketing tools Loan Officers will use
  • Focus on closing loans and let us do the heavy liftingFocus on closing loans and let us do the heavy lifting

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Get Started Today!

Which account best fits you?

V SHOW DETAILS

V SHOW DETAILS

V SHOW DETAILS

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Customer Relationship Management (CRM)

Meet the mortgage industry’s simplest CRM software. Gain the key to growing your mortgage business and driving more services per household with MyCRMDashboard.
Fully integrated with the most powerful multi-year marketing campaigns, MyCRMDashboard allows you to follow-up with clients and contacts effortlessly.
The easy-to-use marketing CRM was designed to save you time and money with automated campaigns that generate leads, referrals, and testimonials. You will realize three times more repeat business and 5+% more referrals. The system is designed to help you retain customers for life, all while measuring and monitoring customer satisfaction.
 
 
LEAD GENERATION AND CUSTOMER RETENTION ON DEMAND

MyCRMDashboard.com

Be In Control

This is where it all comes together. This intuitive, cloud-based 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. Integrated online storefronts allow you to increase internal efficiency while ensuring corporate-approved, compliant media.

MyCRMDashboard - Be In Control

Hot LeadsContactsDashboard

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ClientTracker™
Generate Leads Automatically
ClientTracker compares your customer database with a proprietary FSBO and real estate listing database to find matches of homeowners in the market, generating exclusive leads for pre-approvals and new mortgages.

Generate Leads Automatically

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eConnections™

Automated, Hands-free, Personalized Email Campaigns

Dramatically increase repeat business, referrals and cross-sell opportunities with personalized emails that are automatically sent on your behalf. Your contacts can reply directly to you or click their personalized URL and fill out the convenient online response form.

Automated, Hands-free, Personalized Email Campaigns

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Appreciation & Satisfaction™

Thank You Card & Survey

Personally thank your customers and ask for their opinion after the closing. The third-party surveys generate honest feedback along with a steady stream of referrals and testimonials.

Thank You Card & Survey

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Personalized URLs (PURLs)
Lead Notifications Delivered to your Inbox
Give your contacts an easy way to let you know when they have mortgage questions or know someone who is in the market.

Personalized URLs (PURLs)

UPGRADE OPTIONS

Connections™ Program

Stay Connected with Customers

Make the most of your database with an automated system that combines e-mail and direct mail marketing for constant, meaningful customer engagement. You’ll always be on the mind of your customers.

Stay Connected with Customers

3-Year Program – 36 Touch Points: 2 Thank You Cards, 2 Surveys, 10 Emails, 3 eCards, 3 Email Videos, 6 eNewsletters, 6 Letters, 4 Birthday Cards

5-Year Program – 59 Touch Points: 2 Thank You Cards, 3 Surveys, 16 Emails, 5 eCards, 5 Email Videos, 10 eNewsletters, 10 Letters, 8 Birthday Cards

7-Year Program – 82 Touch Points: 2 Thank You Cards, 4 Surveys, 15 Emails, 7 eCards, 7 Email Videos, 14 eNewsletters, 13 Letters, 12 Birthday Cards

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ClientTracker™ Mailing

Lead Notifications Delivered to your Inbox

Automatically trigger a personalized mailing when your contact lists their home for sale. Send a mailing without having to do a thing!

ClientTracker™ Mailing

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SurroundMail™, TargetMail & eMail

Direct Your Marketing Campaign

Target the neighbors of your recent customers, generate your own prospect list and create a cross-media campaign like a marketing master. Choose from a diverse library of eye-catching designs, including QR codes and personalized URLs for online lead generation.

SurroundMail™, TargetMail & eMail

Request A Free Demo

Seeing Is Believing

We’d love for you to see how our systems can help you save time and money while growing your business. Demos usually run about 30-60 minutes.