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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Customizable tables equipped with detailed controls enable your internal team to access, perform full-text searches, modify, remove, and add data entries within your systems. These adaptable tables support comprehensive viewing and searching, allowing users to quickly locate all occurrences of specific words, numbers, or dates within the dataset. You can effortlessly import or export CSV files to streamline data management and access. Additionally, you can rearrange and edit table columns to design layouts that best fit the needs of your team. The process for adding and updating records is straightforward and user-friendly. As demonstrated below, the configuration options are flexible, and we offer a software development kit (SDK) to facilitate data validation. Furthermore, you can merge data from various systems to generate robust unified views of customers, transactions, or other entities using our intuitive drag-and-drop builder. This builder allows you to create custom views while also enabling the triggering of external webhooks, inline field editing, and integration with VOIP services for enhanced functionality. Through these features, your organization can effectively manage and analyze data like never before.

Description

Introducing the most user-friendly CRM software tailored specifically for residential mortgages, which unlocks the potential for expanding your mortgage business. Boost the number of services offered to each household with MyCRMDashboard, which seamlessly integrates with top-tier mortgage marketing campaigns and simplifies the follow-up process with your contacts. Designed for efficiency, this mortgage CRM saves you both time and resources through its automated campaigns, while also producing leads, referrals, and testimonials for loan officers. By utilizing this tool, you can achieve three times the amount of repeat business and increase referrals by over 5%. Most importantly, it ensures customer loyalty for life, enabling you to assess and enhance customer satisfaction effectively. This platform serves as a comprehensive solution, allowing each Loan Officer to manage their database and the leads generated automatically. Recording activities is straightforward, and follow-up tasks can be scheduled instantly, ensuring that you never overlook another potential lead again. With this effective CRM, you can transform your approach to customer relationship management in the mortgage industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Akamai Cloud
Amazon Web Services (AWS)
DigitalOcean
Docker
Heroku
Microsoft Azure

Integrations

Akamai Cloud
Amazon Web Services (AWS)
DigitalOcean
Docker
Heroku
Microsoft Azure

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29.99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

MissionKontrol

Founded

2019

Country

United Kingdom

Website

missionkontrol.io

Vendor Details

Company Name

Continuity Programs

Founded

1973

Country

United States

Website

www.continuityprograms.com/mortgage-financial-marketing/

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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