What is MyLeadDashboard?
MyLeadDashboard is a fully integrated, cloud-based platform that allows users to keep in touch with their customers and contacts effortlessly. It serves mortgage companies, helping them save time and money with automated campaign generation and monitoring that drive leads, referrals and testimonials.
It’s designed to help users build, nurture and retain customers along with measuring and delivering customer satisfaction. It provides campaign management, an online store, reporting, direct mail options and more.
Product Screenshots and Videos
Benefits and Insights
Why use MyLeadDashboard?
- Lead Generation: The software allows users to keep track of their database and automatically generate leads. User activity is easily recorded and follow-up activities can be scheduled instantly, making it easy to capture a potential lead.
- Personalized URLs: The platform offers individual URLs and response forms, which allows users to give customers an easy way to get their mortgage questions answered. It also helps users identify interested prospects.
- Executive Reporting: This feature helps attain the expectations set for the team and campaigns. The system breaks down monthly reports to the corporate, branch and loan officer level, giving clear indicators for key performance, response rates and results, and contact updates.
- Surround Mail: This feature helps find new buyers and sellers that have just been listed and sold. The system’s library of designs includes QR codes and personalized URLs for online lead generation. Agents can sign up and get approvals from the company’s “just listed” and “just sold” mailings, which are sent automatically.
- Reputation Management: The platform allows users to improve on customer relations and maintain the company’s online reputation. It ensures customer service, aids lead generation and monitors reviews that flow into the CRM.
- Online Storefronts: An integrated online storefront allows users to increase internal efficiency, ensuring corporate-approved, media compliance. It also takes care of other factors such as corporate identity platforms, business and marketing media, easy-to-order print materials, direct mail and brand efficiency.
- Direct Mail: The platform helps grow brand recognition, reach more potential clients and target specific USPs. It also handles customer data, printing and mailing.
- Simplified Implementation: The platform allows users to start work without much hassle. The vendor takes care of all the important aspects of implementation.
- Automation: An automated system combines email marketing and direct marketing to create constant and meaningful customer engagement.
MyLeadDashboard Suite Support
MyLeadDashboard has dedicated contact forms for both current and new customer contact to help resolve issues.
mail_outlineEmail: No email support has been provided.
phonePhone: The support team can be reached at 800-521-0026.
schoolTraining: No training has been specified on the website.
local_offerTickets: Users can log in with their registered IDs and raise issues.