Which Mortgage CRM is Right For You?
This chart compares features and
benefits of 5 mortgage CRMs.
“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
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.
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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.
Automated Email Campaigns For Prospects, Referral Partners
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.
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.
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.
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
Private Corporate Identity Platforms
Corporate-approved business & marketing media
Easy-to-order print, direct mail, & email
Protect your brand
Increase internal efficiency