MyCRM Dashboard Logo - Mortgage Lead Generation

LEADS – Automatically

Which Mortgage CRM is Right For You?

This chart compares features and
benefits of 5 mortgage CRMs.

Download Comparison Chart

“I just could not be any happier with the program and the
response time on Continuity Programs’ behalf. We just got a
bunch of surveys back and they’re all really favorable.
Also, we’ve received online response forms back with
requests for additional products from our clients. Rock on,
fabulous program! Thanks for all the support!”

– Steve Dobin, Anchor Bank

Over Average CRM Adoption Rate

Check Out Our Live Webinars


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

  • LOS/API integrationLOS/API integration
  • SOC compliant data centerSOC compliant data center
  • Increase internal efficiencyIncrease internal efficiency
  • Easiest level of effort required by loan officersEasiest level of effort required by loan officers
  • Painless to switch or implement... we do all the heavy liftingPainless to implement… we do all the heavy lifting


Customer Relationship Management (CRM)

Meet the residential 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.

Need Pricing or a Free Trial For Your Company?

View Benefits of a Company Account & Request a Quote or
Free Trial Today

Trusted By

Resource Financial
North Shore Bank
Michigan First Mortgage
Access Capital Mortgage
Mohave State Bank


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.

MyCRM Dashboard

Interest Rate Triggers & Search
Hot Leads

Download the MyCRMDashboard
Product Brochure



Automated Email Campaigns For Prospects, Referral Partners
& Customers

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.

Milestone Marketing, Personalized eMails, eCards, eNewsletters


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)


Appreciation & Satisfaction™

Electronic 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. Your happy customers can easily share their
testimonials on social media.

Appreciation & Satisfaction


Executive Reporting

Get The KPIs You Need To Evaluate Your Team & Your Campaigns

Monthly reporting broken down at the corporate, branch
and loan officer level
Key performance indicators
Response results
Contacts snapshot

Executive Reporting


Custom Branded Online Storefronts

Private Corporate Identity Platforms

Corporate-approved business & marketing media
Easy-to-order print, direct mail, & email
Protect your brand
Increase internal efficiency

Custom Branded Online Storefronts


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


Featured Resource

11 FAQs about mortgage CRMs

See More Mortgage Resources


Proudly Partnered With

Member Bankers Association Member