Please browse the mortgage CRM FAQ topics below to find answers about MyCRMDashboard.
Yes. MyCRMDashboard is a Software as a Service solution that is accessible anywhere you can connect to the internet.
No. MyCRMDashboard is a Software as a Service solution that is accessible anywhere you can connect to the internet.
MyCRMDashboard is built on top of an SOC II compliant datacenter.
Yes, we use Entrust.
MyCRMDashboard mortgage CRM pricing is about half the price of the market.
We will transfer their prospects and customers to a new loan officer. We will deactivate their referral partners, friends, and family contacts. There is an option to send out letters to the customers introducing the new loan officer, automatically.
Yes, it is the same CRM, just with a different brand. Effective 7/1/19, the two are being merged together and keeping the name MyCRMDashboard.
Yes, once any credit card is registered in MyCRMDashboard mortgage CRM, the data is hosted securely with a PCI compliant hosting provider.
No, MyCRMDashboard is free to access by managers and admins. We can assign additional store logins for other company employees, for example, if they want to order flyers or business cards.
Yes, it is best practice to load the retail bank customers into MyCRMDashboard in order to receive the notification when they list their home for sale.
Yes, or leave it on and they will receive 4 emails per year.
Yes, but it requires our Professional Services to program your rules.
Yes, MyCRMDashboard mortgage CRM integrates with Encompass with the installation of Continuity Connect. We are in the process of integrating with Calyx, Lending QB, Mortgage Bot, Mortgage Builder and Open Close. We have the capability of building integrations with any LOS.
Yes, but we do not recommend this. Continuity Connect should be installed on a server/dedicated machine that is always powered on.
Yes, MyCRMDashboard mortgage CRM integrates with Salesforce. It requires our Professional Services to program your integration.
Yes, MyCRMDashboard mortgage CRM integrates with bank core operating systems. It requires our Professional Services to program your integration.
Yes, MyCRMDashboard mortgage CRM integrates with pricing engines. It requires our Professional Services to program your integration.
Yes, we have integrated with WordPress Visual Form Builder. It requires our Professional Services to program your integration.
There is a drop-down menu where the milestones can be manually changed to trigger the campaigns.
No, but our Professional Services team can develop a data feed to send the testimonials to you.
Yes, we can remove and add products based on each company’s preferences.
Yes, there are many ways to segment demographically and market to targeted prospecting lists.
Yes, the mortgage marketing store allows you to draw a polygon around a specific census tract to send mailings out.
Yes, in theory, but most banks do not because of the need to write copy, graphic design, test and have a staff to provide us with fresh content and copy in advance and ongoing.
Yes, we can set up a “house user” but it is not recommended as our experience shows it reduces the response rate.
At least 5 times per year while enrolled on a client follow-up program. Once the program completes, they will receive monthly communications.
No, ClientTracker crawls all real estate listing sites including FSBOs, and will notify the loan officer when their client advertises a home for sale.
CPI Market Research Data is an alias of Halo Programs. Surveys sent from an unbiased third party receive higher response rates and feedback that is more useful for companies.
Net Promoter Score, or NPS, is a score used to measure your customer’s overall perception of your brand. MyCRMDashboard client satisfaction surveys include a question that allows us to calculate your NPS and include it on your executive reports.
Yes, it is built so fluctuations can be adjusted at the branch level.
Yes, if the URL is a company-hosted webpage.
No, for compliance reasons. However, the loan officer can request their company executive to give us permission to release the data.
Yes, each contact record shows the customers marketing schedule.
All initial users and loan officers will be trained during the onboarding process. New loan officers are $30 for set up and personalized training.
Most of the training is conducted virtually. However, if you are local to Michigan, your training may be in-person. If you are not local to Michigan, you can reimburse our travel expenses and we will be happy to travel to your office to provide user training.
We recommend reaching out to the client at least 3 times, and more assertive follow-up with the real estate agent.
Simply email the new photo to firstname.lastname@example.org.
Simply login to the CRM and click on Profile.
Existing accounts and users may reach the technical/customer support team via phone, email, and website chat: