Continuity Programs

MyCRMDashboard Mortgage CRM


4.5 / 5
20 reviews

Who Uses This Software?

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


Average Ratings

20 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.99/month/user
    See pricing details
  • Free Demo
  • 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 lead generating CRM, is built specifically for residential lenders, banks and credit unions. 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, testimonials, and more! The platform is also known as MGIC Elements. Lenders who use MGIC mortgage insurance can sign up at a significantly reduced price per loan officer.


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!


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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!

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!