MyCRMDashboard Mortgage CRM FinancesOnline Awards 2018

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 […]

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How MGIC Elements 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 […]

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Kirk King Continuity Programs Using Technology to Grow Your Mortgage Business

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 […]

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Man-with-house-image-and-light-in-hands-demonstrating-bank-marketing-with-mortgage-crm

Bank Marketing: Best Practices for Automation Through Your Mortgage CRM

Financial, mortgage, and bank marketing are increasingly challenging in today’s demanding environment. The mortgage lending market, once the sole purview of banks, is rapidly being taken over by nonbank lenders and other nontraditional players. During 2016, the share of first-lien, owner-occupied purchase mortgages made by nonbank mortgage companies rose from 50% to 53%, according to […]

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One of the Best Productivity ‘Hacks’ You Could Provide Your Team

Story As Published in the Mortgage Bankers Association MBA Insights By Kirk King, President of Continuity Programs, Inc. Loan officers’ jobs demand a blend of sales, communications, analytical and time management skills. It can be a pressure cooker of stress from realtors, buyers, and attorneys… plus deadlines, quotas, missed opportunities and long work hours. That […]

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The Key Cross-Selling Platform To Growing Wallet Share

Story As Published in the Michigan Bankers Association mbaBanking Magazine By Kirk King, President of Continuity Programs, Inc. The mortgage process collects in-depth financial and demographic information about customers. Use it as a foundation to build on the relationship. It’s often a perfect time to identify cross-selling opportunities of various shades and colors. Cross-selling is […]

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Bank CRM

How to Choose the Right CRM System for a Bank

Many banks, already sensitive to how their customers may view them, worry that the use of CRM automation will make them seem robotic and impersonal. The truth is the exact opposite! The right bank CRM gives you access to real-time data you don’t get with traditional business tools like spreadsheets or Google Docs. And you […]

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Bank Marketing Strategies

3 Bank Marketing Strategies for 2018

Internal struggles and external threats to the industry itself will continue to be the two biggest challenges banks face heading into 2018. In its recently released report, “Predictions 2018: Financial Services Companies Get Serious About Digital Transformation,” Forrester projects that, as regulators continue to promote competition, most banks will spend the coming year working on new and […]

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