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ease
features
design
support

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Description

McDash serves as the premier repository of servicer-contributed, loan-level data for ICE Mortgage Technology, boasting the most comprehensive dataset available in the market. This exceptional resource offers an in-depth perspective on mortgage performance throughout the United States, effectively aiding in research, modeling, risk management, compliance, and benchmarking objectives. With its advanced data-processing capabilities, McDash is able to provide high-quality, up-to-date data around 45 days earlier than competing market sources. Users have the flexibility to choose from additional datasets that include credit information, property details, liquidation data, mortgage scores, and insights into loss mitigation. Various access and delivery methods are available, such as integration with existing systems like the MSP loan servicing system, an online access tool, customized record layouts, and a cloud-based data and analytics marketplace. Covering a vast array of credit profiles, McDash encompasses agency, non-agency, and portfolio products, representing a significant portion of the mortgage market and solidifying its role as an essential tool for industry stakeholders. Furthermore, the ability to tailor datasets enhances the user experience, allowing for more precise analyses and informed decision-making.

Description

Introducing the most user-friendly CRM software tailored specifically for residential mortgages, which unlocks the potential for expanding your mortgage business. Boost the number of services offered to each household with MyCRMDashboard, which seamlessly integrates with top-tier mortgage marketing campaigns and simplifies the follow-up process with your contacts. Designed for efficiency, this mortgage CRM saves you both time and resources through its automated campaigns, while also producing leads, referrals, and testimonials for loan officers. By utilizing this tool, you can achieve three times the amount of repeat business and increase referrals by over 5%. Most importantly, it ensures customer loyalty for life, enabling you to assess and enhance customer satisfaction effectively. This platform serves as a comprehensive solution, allowing each Loan Officer to manage their database and the leads generated automatically. Recording activities is straightforward, and follow-up tasks can be scheduled instantly, ensuring that you never overlook another potential lead again. With this effective CRM, you can transform your approach to customer relationship management in the mortgage industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29.99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ICE Mortgage Technology

Founded

1997

Country

United States

Website

www.ice.com/fixed-income-data-services/mortgage-data-solutions/mcdash

Vendor Details

Company Name

Continuity Programs

Founded

1973

Country

United States

Website

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

Product Features

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

Product 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

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