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What is MyCRMDashboard Mortgage CRM?

Introducing a highly intuitive CRM software specifically designed for the residential mortgage sector, which opens doors to significant growth for your mortgage business. MyCRMDashboard empowers you to enhance the range of services you provide to every household by integrating effortlessly with leading mortgage marketing initiatives and streamlining your follow-up interactions with clients. Engineered for maximum efficiency, this mortgage CRM not only conserves your time and resources with its automated campaigns but also generates valuable leads, referrals, and testimonials for loan officers. By implementing this platform, you can potentially triple your repeat business and boost referrals by over 5%. Above all, it fosters lifelong customer loyalty, enabling you to monitor and improve customer satisfaction effectively. This all-encompassing solution equips each Loan Officer to manage their database alongside the automatically generated leads. Recording activities is simple, and you can schedule follow-up tasks instantly, ensuring that no potential lead is ever missed. With this powerful CRM, you can revolutionize your customer relationship management strategies within the mortgage industry, ultimately driving greater success and efficiency in your operations.

What is Bricknode Broker?

Establish your own digital banking entity by building upon our foundational core platform. Utilize Bricknode Core and its API to create a customized financial institution that meets your specific requirements. Bricknode offers a robust, fully cloud-based infrastructure, serving as the vital backbone of financial services. Our mission is to support both legacy financial institutions and startups in their shift to digital formats, allowing them to focus on providing exceptional value to their customers while we handle the technological complexities. The platform is seamlessly integrated into the cloud, and you can expand Bricknode Broker's functionalities by enabling various applications and modules found in our Marketplace. Notably, the back office module serves as the primary interface for Bricknode Core, allowing you to effectively manage clients, financial instruments, transactions, positions, and orders, while also providing an array of specialized add-ons to enhance your back-office capabilities. This all-encompassing solution not only streamlines operations but also equips you with the tools necessary to innovate and expand your business within the dynamic financial sector. By embracing this technology, you position your enterprise for success in a landscape that is constantly evolving and becoming more competitive.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per month
Free Trial Offered?
Free Version

Pricing Information

$165 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Continuity Programs

Date Founded

1973

Company Location

United States

Company Website

www.continuityprograms.com/mortgage-financial-marketing/

Company Facts

Organization Name

Bricknode

Company Location

Sweden

Company Website

www.bricknode.com/products/bricknode-broker/

Categories and Features

Financial CRM

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

Mortgage and Loans

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

Categories and Features

Financial CRM

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

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