What is MyCRMDashboard?

MyCRMDashboard is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing to prospects, referral partners, and borrowers on behalf of loan officers. All leads generated are solely for the LO. The CRM keeps track of clients' mortgage needs and notifies LOs when a client requires a new mortgage or receives a referral. Client satisfaction surveys with Net Promoter Score are integrated, as is executive reporting. Clients can also share testimonials from the surveys on social media.

The online reputation management feature assists lenders in developing social proof. The built-in vendor-managed automation assists lenders in increasing customer retention, generating new business opportunities, and lowering loan origination costs. With native geo-targeting and demographic targeting features, it also enables banks to drive more CRA business.

The ClientTracker feature generates pre-approval and new mortgage leads. The CRM is also linked to the lender's custom online storefront, where approved postcards, flyers, and emails are set up for LOs to send. It charges a monthly subscription fee and provides support via phone, email, and live chat.

Key Features

  • Data Organization: The platform provides systematic contact organization and segmentation in a single location. This helps loan officers personalize correspondence by determining the stage of deal contact are in.
  • Daily Task Automation: MyCRMDashboard automates daily processes, giving loan officers more time to focus on critical information. User productivity is increased by allowing them to focus on the future rather than the present. Customer surveys and automated follow-ups assist loan officers in making sales with minimal effort.
  • Analytics and reporting: The software generates data so that users can identify and maintain customer relationships while also focusing on improvements. With robust reporting features, it also helps optimize lead generation, and customer retention efforts, and achieve business goals.
  • Lead Generation Tools: When a contact lists their home for sale, loan officers receive automated alerts. It also includes real-time email alerts, PURLs built in, interest rate triggers, and refinance notifications.
  • Automated Marketing: Through outreach programs, users can reach new markets and expand their customer base. Customer and campaign tracking, email marketing, direct mail marketing, and feedback programs are all available to help users engage with prospects. It also assists them in arranging meetings and discussing lending options with contacts.
  • Integrations: The software assists users in integrating APIs, which simplifies the loan origination system. The addition of contacts, prospects, past customers, and referral partners is automated with LOS integration.

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