MyCRMDashboard Mortgage CRM

Which Mortgage CRM Software is Right For You?

This chart details the features & benefits of
our mortgage CRM.

“I have been working with Dink Card and her Continuity team during this past year on their platform and services since I joined Essential Mortgage in January 2019. They have greatly helped me to maximize the benefits and services within the Continuity CRM so that I can get the most out of the platform. We have seen an increase in production due to better utilizing our prospect data files that we were not previously taking advantage of. I have also been able to utilize the interest rate tables to target potential refinances, the posting of survey testimonials to our company Facebook page, and other features.”

Kevin McKeough – Kevin McKeough, Essential Mortgage Company

Over Average CRM Adoption Rate

The residential mortgage CRM software that generates leads, testimonials & 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 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.

Great User Experience

Rising Star 2018 Award

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Trusted By

North Shore Bank
Essential Mortgage Company
Michigan First Mortgage
Rocky Mountain Mortgage Company
Foothills Bank


Generate Exclusive Mortgage Leads – Automatically

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. Integrated online storefronts allow you to increase internal efficiency while ensuring corporate-approved, compliant media.

MyCRMDashboard Mortgage CRM Contacts Screen
MyCRMDashboard Mortgage CRM Dashboard Screen
MyCRMDashboard Mortgage CRM Interest Rate Triggers & Search Screen
MyCRMDashboard Mortgage CRM Hot Leads Screen


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.

Mortgage 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.

Mortgage Lead Generation 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.

Mortgage Marketing Appreciation & Satisfaction Program


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

Mortgage CRM 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
Geo-targeting drives more CRA business for banks

Mortgage Company Storefront


Reputation Management

Improve Customer Experience & Online Reputation

Measure at the employee and branch level
Ensure your customers receive the highest level of service
Generate leads and reviews that flow into your CRM
Easy website and social media sharing

Mortgage Loan Officer Reviews


Connections™ Program

Stay Connected with Mortgage 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 Mortgage 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, 22 Emails, 7 eCards, 7 Email Videos, 14 eNewsletters, 14 Letters, 12 Birthday Cards

Proudly Partnered With

Member Bankers Association Member