MyCRMDashboard Mortgage CRM 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.

Pricing

Pricing Starts At:
$29.99 per month
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Continuity Programs
Year Founded:
1973
Headquarters:
United States
Website:
www.continuityprograms.com/mortgage-financial-marketing/

Media

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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

MyCRMDashboard Mortgage CRM Features and Options

Mortgage and Loans Software

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

Financial CRM Software

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

MyCRMDashboard Mortgage CRM Lists

MyCRMDashboard Mortgage CRM User Reviews

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