Consider this your one-stop guide to (nearly) everything you need to know about mortgage CRM software and its myriad of benefits to your customers, your loan officers, and your bottom line. In the digital age, automated marketing has become a driving force of repeat business, and customer satisfaction is more important than ever. Choosing the right […]
FinancesOnline Awards MyCRMDashboard Mortgage CRM Great UX and Rising Star
Continuity Programs’ MyCRMDashboard Mortgage CRM Presented with Two CRM Software Awards by Reputable Platform for Software Reviews. Continuity Programs’ MyCRMDashboard Mortgage CRM software has recently been distinguished with two esteemed awards from FinancesOnline, a go-to platform for quality reviews on SaaS solutions. The cloud-based mortgage CRM earned their 2018 Great User Experience and 2018 Rising […]
How MyCRMDashboard Helps North Shore Bank Generate Leads & Stay Top of Mind: A Case Study
Mortgage CRMs offer a litany of benefits to lenders, especially those few designed specifically for the mortgage industry. Keeping in touch with past and current clients can be a challenge, but a good mortgage lead generation CRM also provides marketing automation to take that burden off the loan officers. Continuity Programs ran a case study […]
A Guide to Choosing Mortgage CRM Software
If you’re in the market for a new mortgage CRM software, there are perhaps hundreds of options to choose from. To create a shortlist and eventually make a final decision, you’ll need a list of criteria to compare each CRM in an organized way. This article will help you identify which key features to look […]
Continuity Programs Announces Every Door Direct Mail Technology for Real Estate Companies
WALLED LAKE, MI (September 18, 2018) – Continuity Programs continues to break new ground with MyLeadDashboard. The automated real estate marketing platform includes a CRM, client follow-up programs, and lead generation. The newest release also offers a leading-edge approach to Every Door Direct Mail (EDDM) campaigns. “Our customers told us they wanted one vendor. Building […]
The Future of Automated Real Estate Marketing: MyLeadDashboard.com
In the real estate industry, following up with clients and prospects is perhaps the most important part of maintaining sustainable growth. But if your goal is to capture as many real estate leads as you can, you need to generate prospects easily and follow up with all of them rapidly and extensively, even years after […]
11 Frequently Asked Questions About Mortgage CRMs
Customer Relationship Management (CRM) software has grown by leaps and bounds since its original conception in the late 1990s. Today, there are hundreds of CRMs on the market. Some are broad in scope, designed to be implemented into almost any industry. But many others are industry-specific and contain features that you can’t find in generic […]
Kirk King to Speak at VMLA Annual and NE Mortgage Conferences 2018
We’re excited to participate in two wonderful events next month! The Virginia Mortgage Lenders Association Annual Convention takes place from September 20-21, 2018 at the Hilton Norfolk The Main in Norfolk, VA. The conference will cover pertinent topics that include discussion of best practices as well as latest approaches to today’s lending challenges. It’s a […]
How to Choose the Best Real Estate CRM and Marketing Vendor
Having a real estate CRM is like having an assistant to help you keep track of your clients, properties, and campaigns. These days, a CRM is an indispensable and necessary tool for any real estate business that wants to compete and stay efficient. But the CRM market is saturated. It can be confusing finding the […]
Win Back Lost HVAC Customers with Direct Marketing
Customer retention is essential to the success of your HVAC business. Not only do repeat customers provide you with a steady stream of revenue, they can give you referrals, testimonials, and positive marks on review sites, all of which can lead to new HVAC customers. Upselling and reselling to your current customers is also more […]