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MyCRMDashboard Mortgage CRM

Name: MyCRMDashboard Mortgage CRM
Rating: 4.5 (2 reviews)

By Continuity Programs Inc

1203 Interested

Highlights : About MyCRMDashboard Mortgage CRM

Dedicated Account Manager and customer service team

Training for every loan officer

Automated email and direct mail campaigns based on 45 years of experience in the industry

Real-time exclusive lead generation with email alerts

Built-in PURLS (personalized web pages) for lead generation

Customer satisfaction survey with NPS scoring

White labeled private storefront with corporate approved designs

About MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM is a cloud-based customer relationship management software (CRM) intended primarily for the residential mortgage industry, packing features that are uniquely designed to simplify and streamline the way mortgage firms and loan officers generate leads and make it easy for them to manage and follow up with clients and contacts. Trusted by names in the mortgage business including Mohave State Bank, Resource Financial, and North Shore Bank, to mention a few, MyCRMDashboard Mortgage CRM helps loan officers attract and retain their clients and effortlessly measure and monitor their satisfaction every single time.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Effective Information Consolidation and Management

MyCRMDashboard Mortgage CRM is an excellent platform for your mortgage loan officers to gather, organize, and manage all their clients’ information in one centralized location. This makes it easy for them to create and track their database and automatically generate leads. All interactions and activities are documented and follow-up marketing is scheduled and sent automatically, enabling your loan officers to maximize every opportunity that comes their way.

Automated Client Communication

MyCRMDashboard Mortgage CRM sends automated marketing campaigns that are highly personalized to your clients, referral partners, and contacts. This helps drive referrals, repeat business, and cross-sell opportunities. Your clients can easily respond to you directly or via the personalized URLs and online response forms.