MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO.
The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media.
The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features.
The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.
