---
title: MyCRMDashboard Reviews
meta_title: 'MyCRMDashboard Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how MyCRMDashboard works for a business like yours.
aggregate_rating:
  rating_value: 3.0
  review_count: 1
  scale: '5'
date_modified: '2025-10-31'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---

# MyCRMDashboard Reviews
**Vendor:** Continuity Programs  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)  
**Average Rating:** 3.0/5.0  
**Total Reviews:** 1
## About MyCRMDashboard
MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media. The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features. The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.




## MyCRMDashboard Reviews
  ### 1. Okay but complicated

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 11, 2019

**What do you like best about MyCRMDashboard?**

I like the reporting as it was able to show you lots of different options so that you could really zero down to one particular thing and see it front to back

**What do you dislike about MyCRMDashboard?**

I didn't like that it was not very user friendly took too many steps to do something

**Recommendations to others considering MyCRMDashboard:**

I would consider an alternative to this particular software

**What problems is MyCRMDashboard solving and how is that benefiting you?**

logging traffic.  So far I haven't had any benefits as it is not very user friendly a

**Official Response from Gina Smerecki:**

> Hello - We're sorry to hear that you are having difficulties with the system. We're normally known for how easy the system is to use and our service excellence. If you have any specific feature requests, please submit them in the system under your login, or simply email us at customerservice@continuityprograms.com. We would be happy to assist you personally. Thanks for your feedback! 


## MyCRMDashboard Discussions
  - [What is MyCRMDashboard used for?](https://www.g2.com/discussions/what-is-mycrmdashboard-used-for)

- [View MyCRMDashboard pricing details and edition comparison](https://www.g2.com/products/mycrmdashboard/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-14+14%3A25%3A54+-0500&secure%5Bsession_id%5D=c41ed82e-3732-4967-badb-eb4d97ab785a&secure%5Btoken%5D=971eeab0e138a39ae23d3333e22fc684a218b0644258a145fb42ca75b0d3c646&format=llm_user)

## MyCRMDashboard Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM

**Agentic AI - Mortgage CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

## Top MyCRMDashboard Alternatives
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