MyCRMDashboard Mortgage CRM vs Plaid for Lending

Starting Price

$29.99/month/user

Not provided by vendor

Best For

Mortgage lenders, banks and credit unions looking for a turnkey mortgage lead generating CRM with automated marketing.

Loan Originators, Loan tech providers.

Rating


4.5 / 5
(44)
Read All Reviews

5 / 5
(2)

Ideal number of Users

2 - 1000+

2 - 1000+

Ease of Use


4.5 / 5

5 / 5

Customer Support


4.5 / 5

Features & Functionality


4 / 5

4.5 / 5

Value for Money


4.5 / 5

5 / 5

Product Features

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

Screenshots

View 5 screenshots 149940 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation
  • close In Person
  • close Live Online
  • close Webinars
  • check Documentation

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MyCRMDashboard Mortgage CRM vs Plaid for Lending

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share Share Your Comparison of Plaid for Lending vs MyCRMDashboard Mortgage CRM