Continuity Programs

MyCRMDashboard Mortgage CRM


4.5 / 5
44 reviews

Who Uses This Software?

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


Average Ratings

44 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.99/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Continuity Programs
  • www.continuityprograms.com
  • Founded 1973
  • United States

About MyCRMDashboard Mortgage CRM

MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans.


MyCRMDashboard Mortgage CRM Features

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

MyCRMDashboard Mortgage CRM Reviews Recently Reviewed!


Continuity Programs provids sales support

Feb 22, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Your sales support to my closed customers and prospective clients. I have more time for other work and my goals.

Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys.

For my referral partners, this has strengthened and developed my relationships and trust that leads to building my business.

Cons: No comments or complaints. I have needed support, Rep and staff have got back to me the same day with help.

Overall: Continuity Programs provides sales support to my closed customers and prospective clients. I have found this is a great way to keep myself in front of my customers and remind them of the success we shared. For new clients, past customers and my referral partners, their marketing support has strengthened and developed my relationships and trust that leads to building my business. Continuity Programs sends greetings and reminders, assuring them I'm here for questions, future needs and referrals. Closed customer feedback is important to reflect upon. A great tool to gain this information is Continuity Programs surveys. I'm very satisfied and will continue to use Continuity Programs.

Vendor Response

by Continuity Programs on February 27, 2019

Thank you for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating. We are happy to hear that our mortgage CRM helps you strengthen relationships with your referral partners, prospects and closed customers. We appreciate your feedback! Thanks again!

Capterra loader

Hands-Free, A++ Customer Support, Great Service

Sep 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The best thing about MyCRMDashboard is that it's a hands-free - a great way to stay in touch with customers without tying up you resources. The ClientTracker generates mortgages leads by scrubbing the national change of address database and CP sends postcards to the new addresses.

Cons: There should be a section of the CRM dashboard that tracks what marketing material that is being sent out and it should notify users whenever new material is added. However, Continuity Program's team is extremely responsive and helpful; upon request, they will send you the current marketing material.

Overall: Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboard.

Vendor Response

by Continuity Programs on September 20, 2018

Thanks for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you would strongly recommend our mortgage CRM. Also, it is so great to know you enjoy the hands-free way to stay in touch with customers. Regarding your comment about a section in the CRM to view the marketing material that is being sent, I am going to pass this along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again!

Honestly I couldn't be happier with product...very easy to use and my customers respond to it.

May 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: My customers respond to the emails...it feels personal to them. I can thank them for past business and stay in touch for future opportunities.

Cons: I would like the ability to give milestone updates to clients in real time. I find that feature to be very important to my clients as it keeps them involved in the process and updsates the progress of the loan.

Overall: keeping my data base organized and involved in my business is very important.People who I did business with several years ago still have my name in front of them which is important as I fight to retain current clients.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use. Also, it is so great to know your customers respond to the automated mortgage marketing! Regarding the milestone updates, I am going to have your Account Manager reach out to you about this feature. Thanks again!

The experience has been more than satisfactory.

Jun 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like most how user friendly and easy the software is to navigate through. Everything is pretty much spelled out for you and that makes it so much easier to navigate through, especially if you are busy and need information from the software fast. There is a lot of information stored in the software but trying to find it is not overwhelming. The software is not overrun with information that is not needed, that would make it harder to navigate through.

Cons: I honestly don't have any cons for the software at this point. I find that the system is very easy to navigate through and self explanatory.

Overall: I have easy access to my customers contact information and the software provides information for potential new business with giving us the information for homes that are listed for sale.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM user friendly and easy to navigate. Also, it is so great to know you like the potential new business notifications! Thanks again!

Overall a very good program

Jun 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: CRM Dashboard is easy to use and they are very responsive on any operational questions or issues. I recommend this program to anyone in the mortgage industry.

Cons: None really. It's very easy to use and if you ever have questions they are quick to respond and assist with training.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that you would recommend the CRM to anyone in the mortgage industry. Thanks again!

Overall a great CRM system

Feb 15, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: It is easy and quick to use--automation is good and I like the outgoing messages.

Cons: I would like to be able to download directly from Encompass. We have been manually entering leads. Also, It would be nice if there were some templates available to pick from...i.e. sending a birthday message with some graphics/

Overall: Overall I really like the system. I have used a few different CRM systems and this is the most logical and user friendly.

Vendor Response

by Continuity Programs on February 25, 2019

Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is the most logical and user friendly system you have used! Regarding your comment integrating with Encompass, we do have an interface for that. I am going to pass this along to your Account Manager to see if your company is in the queue to be integrated. Also, there are automated birthday messages that go out in some programs and I will have the Customer Service team reach out to you with some info on that. Thanks again!

Stay in touch

Sep 26, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the autonomy and presentation. Once you set up a contact...everything is automatic. The best part is....the clients keyed into our loan software get imported automatically.

Cons: I wish there was a way to have the product send more than one email per month....wish we could choose the frequency of the emails.

Overall: I am happy with the product overall.

Vendor Response

by Continuity Programs on September 27, 2018

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you like the automatic email marketing and fact that the clients in your loan origination software get imported automatically. Regarding your comments on choosing the frequency of the emails, I am going to pass these along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. We love to hear what type of features/functionality you would like to see. Thanks again!

Capterra loader

Customer Support is Outstanding

Feb 13, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The support we have received from representative is incredible. Representative is very friendly and knowledgeable about the product she supports.

Cons: Sometimes the notification e-mails go to my junk mail.

Overall: We are making more consistent communications with our past customers.

Vendor Response

by Continuity Programs on February 14, 2019

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that our mortgage CRM is helping you communicate consistently with your past customers! Regarding your comment on notification emails sometimes going to your junk, I am going to pass this along to our development team to investigate. In the meantime, it may help if you add us to your Safe Sender List on your end. Thanks again!

Easy to use system.

Jun 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use, and colorful also. The gauges that you use that look like automobile gauges are easy to use and see at a glance.

Cons: It would be nice to have an active link on the website for the realtors that are listed. That way you could click on it and contact them very easily.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Regarding your suggestion on active links, I am going to pass along a feature request to our development team. You are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again!

CRM

Feb 15, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Campaigns are very well done. They all look like they came from the loan officer directly.

Cons: Current customers with properties listed for sale is not working. We've only received 4 notifications of properties that are on the market and there should be many more. The one that we did get for is actually an employee so we knew what date the property hit Zillow and Realtor.com and it was over 8 days later when we received notification that it was for sale.

Overall: The emails encourage customers and referral partners to reach out more.

Vendor Response

by Continuity Programs on February 21, 2019

Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such wonderful feedback. We are happy to hear that the automated marketing campaigns coming from the loan officers are well done! Regarding your comment on the ClientTracker leads not working, I am going to pass this along to our development team to investigate. Thanks again!

Good quality

Sep 24, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like that it automatically sends out the emails without me going in and manually doing it.

Cons: Some of the emails are a little short on content, or may be slightly irrelevant to the times.

Overall: I've definitely seen my business take a step in the positive direction and my name stays out there in front of my contacts more now than it ever has.

Vendor Response

by Continuity Programs on September 25, 2018

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use and that you like the automatic email marketing. Regarding your comments on some of the content in the emails, I am going to pass these along to our development team. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. We would love to hear what type of content you would like to see. Thanks again!

Capterra loader

easy to use, great tool for business

May 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The automated reviews and client tracker is an excellent tool that frees up a lot of time for me. Make my job much easier not having to keep track of everything myself.

Cons: No complaints. This is a great tool that does many great things for me from automated emails to my clients for reviews to reminding me of upcoming dates I need to know.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the automated mortgage email marketing and ClientTracker notifications! Thanks again!

Likes

Feb 12, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The notifications when a borrower puts their home on the market. I also very much like the customer surveys.

Cons: I haven't had the opportunity to really look to see what all the options for this program are.

Overall: Customer surveys helps me to fix any issues my clients may have voiced with their experience.

Vendor Response

by Continuity Programs on February 25, 2019

Thank you for leaving a review! The team here at Continuity Programs is excited to receive your feedback. We are happy to hear that you like the ClientTracker notifications and customer surveys. We appreciate your feedback! Thanks again!

Current user

Sep 18, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its easy to use, wish we had more options to see the material and to send it in Spanish to our non English speaking clients.

Cons: I wish we could see the actual material that is being sent. Also we would like to have the material to be sent out to our Hispanic client in Spanish.

Vendor Response

by Continuity Programs on September 20, 2018

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Regarding your comments on seeing the material and sending it in Spanish, I am going to pass these along to our support and development teams. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again!

I use this to keep up with my past clients. It is so easy and takes the work out of it for me.

Jun 07, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the "set it and forget it" nature that this software provides in order for me to keep up with past clients.

Cons: Some of the dashboard is confusing. On occasion I have trouble determining when clients have been mailed vs emailed.

Overall: It takes the time and work out of keeping up with past clients.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the set it and forget it automated marketing to your past clients! Regarding the dashboard, I am going to pass along your feedback to our development team. Thanks again!

Great System

Feb 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use. Great information! Keeping a working relationship with customers.

Cons: Nothing, haven't run into any issues. Easy to navigate

Overall: Keeping in touch with customers

Vendor Response

by Continuity Programs on February 13, 2019

Thanks for leaving a review! The team at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the customer keep in touch programs! Thanks again!

Capterra loader

The GameChanger

Sep 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I loved how user friendly it is. Also I really appreciate how detailed the software is and how it can run itself but if I want control to do something specific I can easily get control.

Cons: No cons so far. I am very thankful for how user friendly it has been and the staff has been so helpful.

Vendor Response

by Continuity Programs on September 20, 2018

Thanks for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM user friendly and detailed. Also, it is so great to know you appreciate how it can run itself! Thanks again!

Mortgage Banker

Feb 12, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of getting in and out. The daily updates keep me on top of my past and future clients.

Cons: No cons at this time. If this is something that comes up in the future I will contact you.

Overall: Great!

Vendor Response

by Continuity Programs on February 13, 2019

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Also, it is great to know the daily updates are keeping you on top of past and future clients. We appreciate your feedback! Thanks again!

My company is a new account so I am just starting to learn more about your company and what it can d

May 31, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Pros: Again I am new at this and still not up and running and knowing all it can do but I loved how it let me know that my customer from 2 yrs ago had just listed his house. i am still trying to make contact but I think that is a great feature to have and looking forward to understand more of the benefits first hand.

Cons: Not being well versed or well trained on using it. I would like to better understand the many other benefits because I see that it could be a great tool on a daily basis. Maybe

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear good feedback. Also, it is so great to know you loved the notification that your customer from 2 years ago listed his house! We always provide loan officer training for new accounts, so I will check with your Account Manager to make sure yours is scheduled if it has not been already. Thanks again!

Set It and Forget It

Feb 12, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, automatic marketing platform, ability to add additional contacts.

Cons: I do not have any cons to list about this software at this time.

Vendor Response

by Continuity Programs on February 15, 2019

Thank you for leaving a review! The team at Continuity Programs is pleased to receive a perfect 10/10 on your likelihood to recommend us! Satisfaction of our users means everything to us. We are happy to hear that you find our mortgage CRM easy to use. Also, it is so great to know you like the automated marketing! Thanks again!

Very easy to use and convenient

May 30, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Easy program to understand and work with. It is a convenient way to keep track of current prospects, referral partners and customers

Cons: I would love to see the opportunity to print out a report regarding prospects, referral partners to see who is currently in the pipeline. This way I can keep track and make sure it is up to date all the time

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to understand and work with. Regarding your customer support rating, we are normally known for our exceptional service! I am going to have your Account Manager reach out to you to see where we can improve. Also, I have passed along your feedback regarding printing out a report to our development team to consider adding this feature. Thanks again!

User Friendly & Convenient

Sep 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I liked the most that I could see all of my loan officers under one login and did not need to have a separate login for each originator. Very easy to see survey's and I appreciate the email notifications so I know when I should login.

Cons: So far, I have not ran into a situation where I did not like the software.

Overall: So far, the best thing about the dashboard is the ease of finding information and having so much available to me. Working with different originators also makes this easy to sort by loan officer as well.

Vendor Response

by Continuity Programs on September 20, 2018

Thanks for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM user friendly and convenient. Also, it is so great to know you appreciate seeing all your loan officers under one login ¿ you must be an administrator! Thanks again!

I haven't had any leads that have turned into a new loan or additional product with a customer.

May 30, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: It is easy to add contacts. I try to enter prospects monthly but will use the software weekly as needed if there is a Hot Lead. I have received thank you replies to some of the quarterly e-mails sent to my contacts which enhances the customer relationship. It is good to keep my name and contact information in the forefront.

Cons: Some leads take alot of research to determine if the potential buyer / seller is the correct person to contact. Value is unknown as I do not know the cost. However it doesn't appear that many of my peers have had many results.

Overall: Keeps my name in the mind of my customers and prospective referrers.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use, and you enjoy that it keeps your name in front of your customers and prospective referrers. Regarding your comment about taking time to research the leads, I would like to discuss this further regarding your specific leads! Please let me know when you would like to schedule a call. Thanks again!

Serviceable CRM but Needs More Targeted Campaigns and Preapproval Drip Campaigns

Feb 15, 2019
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The software does what most lenders need - keeps in touch and sends birthday emails but I feel as though it could be so much more.

Cons: I would like to be able to market to my preapproval clients and have the system pull those through with a variety of campaigns (low credit, saving money, paying debts down, homebuying 101, etc).

Overall: I would give them a 5-6 out of 10 because we went from no CRM to now having something but I would still again love to see more improvement with this.

Vendor Response

by Continuity Programs on February 25, 2019

Thanks for leaving a review! The team here at Continuity Programs is happy to hear your feedback. Regarding your suggestion on targeted marketing campaigns, I am going to pass along a feature request to our development team. We do have credit coaching and first time homebuyer campaigns, and perhaps some others! I will have our Customer Service team reach out to you with more information. Thanks again!

My crmdashboars Mortgage crm review

Feb 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very beneficial , very easy to use, easy to navigate

Cons: I can't really say I disliked anything at all

Overall: Very easy and helpful

Vendor Response

by Continuity Programs on February 18, 2019

Thank you for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating. We are happy to hear that you find our mortgage CRM easy to use. We appreciate your feedback! Thanks again!

MyCRMDashboard Mortgage CRM

Feb 12, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
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Pros: Good information available to view. Client tracker in the Leads is valuable info. Like being able to download the contact list when needed.

Cons: Trying to find things is a little cumbersome.

Vendor Response

by Continuity Programs on February 13, 2019

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear your feedback, and we are happy to know the ClientTracker leads are valuable info to you. Regarding your comments on finding things being a little cumbersome, we are able to provide additional training if you need it. Please do not hesitate to reach out to our Customer Service Specialists. Also, you are able to submit requests for the improvements and/or features you would like to see added directly through the CRM to our development team when you are logged in. Thanks again!

MyCRMDashboard Review

Feb 12, 2019
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Seems to have a lot of features, and like the summary reports and timeliness of emails sent with updates/things happening within the system with clients/all.

Cons: Very difficult to know how to move around the system and get to the information that the emails receive provide for you

Overall: Because of the lack of ability to find the information that the emails received tell you are there, it's frustrating.

Vendor Response

by Continuity Programs on February 13, 2019

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear your feedback, and we are happy to know that you like the summary reports and timeliness of emails sent. Regarding your comments on difficulty knowing how to move around the system, I have requested our Customer Service team reach out to you and offer more training or find out how we can improve the system for you. Thanks again!

forget and get reminded

Feb 18, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: what i really like is that it reminds me of my clients birthdays, when their house goes on the market and when the survey comes in. i dont need to remember, i can go about my day . It is truly a partner in keeping track and in touch with my clients.

Cons: data entry--takes time to update, but that cant be helped

Vendor Response

by Continuity Programs on February 21, 2019

Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such positive feedback. We are happy to hear that you consider our mortgage CRM a true partner in keeping track and in touch with your clients! Regarding your comment on the data entry taking time, we are always working on more and more integrations to help alleviate that. Thanks again!

Easy to Use

Sep 18, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: point and click. easy for all use levels.

Cons: cannot click off certain functions-like the thank you card. no guidebook. Would like to see what the client sees.

Overall: had a one on one briefing, and it was helpful. informative.

Vendor Response

by Continuity Programs on September 19, 2018

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that you find our mortgage CRM easy to use. Regarding your comments on clicking off certain functions and having a guidebook, I am going to pass these along to our support and development teams. Also, you are able to submit these types of feature requests directly through the CRM to our development team when you are logged in. Thanks again!

Easy to navigate, useful content

May 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Automated contact with client base. Good reference tool for prior relationships. Ability to upload spreadsheet of contacts

Cons: too many e-mail messages - I'd prefer to check in on my own and maybe receive one weekly e-mail for updates

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to navigate. Regarding your comment about too many email messages, those are mortgage lead notifications! I have passed along your feedback to our development team to consider a more intuitive method of notifying you when a lead comes in. Thanks again!

Following my Dashboard

Feb 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: It allows me to stay in front of my former and present clients, as well as, all my referral partners, with dedicated campaigns designed for each group.

Cons: I have not run into any situations that have had a negative effect so far

Overall: Again, see comments in Pros. It has been very helpful.

Vendor Response

by Continuity Programs on February 21, 2019

Thank you for leaving a review! The team here at Continuity Programs is delighted to hear such good feedback, and we are happy to hear that our mortgage CRM has been very helpful. Also, it is great to know that you like the automated marketing campaigns for your former and present clients and referral partners. We appreciate your feedback!

My experience with the software and the staff has been excellent. Staff has gone above and beyond a

Jun 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: My favorite features are the automated elements of the follow up campaign and the ease of use of the dashboard.

Cons: Manual entry of new affiliate partner data is time consuming.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to receive a perfect 5 star rating! We are happy to hear that your experience has been excellent. Also, it is so great to know you like the automated mortgage marketing campaign. Regarding adding new affiliate partners, if you have more than a couple to add, feel free to send us a spreadsheet and we can upload them for you. Our Customer Service team is here to help you. Thanks again!

Review

Feb 12, 2019
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: great customer contact with the surveys and email reminders

Cons: i have been waiting for someone to fix the option I am trying to use but I just quit checking the website because it is not functioning

Vendor Response

by Continuity Programs on February 13, 2019

Thanks for leaving a review! The team here at Continuity Programs is delighted to hear your feedback, and we are happy to know that you like the surveys and email reminders. Regarding your comments on something not functioning properly, I have requested our Customer Service team to reach out to you and get to the bottom of it. Also, you are able to submit requests for the features you would like to see added directly through the CRM to our development team when you are logged in. Thanks again!

Easy to use, and effective!

Feb 12, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The hands-off aspect. Makes my job much easier while on the road getting more business.

Cons: The frequency for which corner goes out.

Overall: I am staying in front of clients and leads without being overly aggressive/annoying.

Vendor Response

by Continuity Programs on February 15, 2019

Thank you for leaving a review! The team here at Continuity Programs is pleased to hear your feedback, and we are happy to know that you like hands-off aspect of the automated marketing included in the mortgage CRM. Regarding your comment on the frequency, I have requested our Customer Service team reach out to you to clarify and find out how we can improve the system for you. Thanks again!

Helpful for the busy LO

Feb 19, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Hands-off delivery of content to my referral partners

Cons: The frequency of the content being pushed out

Vendor Response

by Continuity Programs on February 21, 2019

Thank you for leaving a review! The team here at Continuity Programs is pleased to receive your feedback. We are happy to hear that you find our mortgage CRM helpful for busy loan officers! Regarding your comment on the frequency of the content, we would love to hear specifics on what you would like to see changed. Please feel free to login to the CRM and enter a feature request, which will go straight to our development team. Thanks again!

Good System

Feb 15, 2019
2/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Love the surveys, the notifications and reminders.

Cons: Not easy to use for data tracking such as trace notes

Vendor Response

by Continuity Programs on February 25, 2019

Thank you for leaving a review! The team here at Continuity Programs is pleased to receive your feedback. We are happy to hear that you find our mortgage CRM easy to use and a good value for your money! Regarding your comment on data tracking, we would love to hear specifics on what you would like to see changed. Please feel free to login to the CRM and enter a feature request, which will go straight to our development team. Thanks again!

MyCRMDashboard.com review

Feb 20, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: The feature of sending correspondence to clients and notification of homes for sale

Cons: We have not had any successes in getting business with the leads that have been generated

Overall: It has been okay but we are spending money every month and not getting viable leads

Vendor Response

by Continuity Programs on February 27, 2019

Thank you for leaving a review! The team here at Continuity Programs is pleased to hear your feedback. Regarding your comment about the viability of the leads, I am going to pass this along to your Account Manager to investigate for you. Thanks again!

My review

Feb 19, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Nice to have every thing quickly available

Cons: doesn't integrate with my outlook calendar

Overall: I like it

Vendor Response

by Continuity Programs on February 21, 2019

Thanks for leaving a review! The team here at Continuity Programs is happy to hear your feedback. We are happy you like the system! Regarding your comment on integrating with Outlook calendar, I am going to pass along a feature request to our development team. In case you did not know, you are able to submit requests for the features you would like to see in the CRM when you are logged in. Thanks again!

very good

May 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: MyCRMDashboard.com is good for the ease of use, it's to the point, reminds me of contact information ,

Cons: I have no issues with MyCRMDashboard.com. I have been able to use the program with no problems, and use as a tool.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are proud to hear that you find our mortgage CRM easy to use. Thanks again!

A Great Way to Connect!

Feb 22, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: It's very User Friendly. It keeps your name, face, and good information in front of your contacts.

Cons: I believe it's a win/win experience. Sometimes we receive too many emails and it's difficult to respond to everyone. However, many would not consider that a negative......

Overall: I've received several good leads and responses from individuals who have not replied previously.

Vendor Response

by Continuity Programs on February 27, 2019

Thank you for leaving a review! The team here at Continuity Programs is delighted to receive your wonderful feedback. We are happy to hear that you find our mortgage CRM is a great way to connect with your contacts and that you have received several good leads! We appreciate your feedback! Thanks again.

Relatively easy to use. Looking forward to using more frequently going forward!

Jun 08, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: The information provided and options for use of tools are very good. It can be a useful tool daily, weekly, monthly and annually!

Cons: Some of the listing feedback pieces were not accurate. They referenced the homes clients purchased as being on the market when in fact they were old listings from when they purchased.

Vendor Response

by Continuity Programs on June 15, 2018

Thanks for leaving a review! The team here at Continuity Programs is thrilled to hear such good feedback, and we are happy to hear that you find our mortgage CRM to be a useful tool. Regarding the ClientTracker leads, I'm going to pass along your feedback to our development team. Thanks again!

Coastal States

Feb 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I really like the ease of use for my sales team. Once the contact is entered the system works automatically.

Cons: We are very happy with everything about the system.

Overall: We have had a great experience. The customer feedback has been very beneficial to us.

Vendor Response

by Continuity Programs on February 13, 2019

Thanks for leaving a review! The team at Continuity Programs is delighted to receive a perfect 5 star rating! We are happy to hear that you find our mortgage CRM easy-to-use for your sales team. Also, it is so great to know you are very happy with everything in the system and the customer feedback you receive has been very beneficial to you! Thanks again!

Good functional system

Feb 22, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability to track customer reviews and referrals.

Cons: Wish there was the ability to pull reports on the survey data.

Vendor Response

by Continuity Programs on February 27, 2019

Thank you for leaving a review! The team here at Continuity Programs is happy to hear your wonderful feedback. We are happy you like the ability to track customer reviews and referrals! Regarding your comment on wanting to pull reports on the survey data, I am going to pass along a feature request to our development team. In case you did not know, you are able to submit requests for the features you would like to see in the CRM when you are logged in. Thanks again!

GD in AA

Feb 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to operate access and operate. Lots of information!

Cons: I have no complaints at all. It keeps me informed.

Overall: It reminds me of things about my Customers that I would miss without it. Also, the surveys are timely and well put together.

Vendor Response

by Continuity Programs on February 21, 2019

Thank you for leaving a review! The team here at Continuity Programs is delighted to receive a perfect 5 star rating. We are happy to hear that you find our mortgage CRM easy to access and operate. We appreciate your feedback! Thanks again!