One of the best parts about Mortgage Planner CRM is the strong, personal customer service. Both Mike and Juliana own MPC and are always available for direct assistance. The team at MPC make the optimum CRM coaching team – they will never steer you wrong and always work to ensure that each customer is making the most of their CRM. I have truly enjoyed working with them every step of the way. Another great service aspect of MPC is that MPC is partnered with Salesforce.com, allowing for big-company options and reliability for the software platform without losing small company values.
I find MortgagePlannerCRM extremely useful, especially with its web-based format and synchronization to Outlook & smart phones. I love the customized workflow and overlays, as well as getting your own built-in coach for organizing your work, customers, automating campaigns to keep in touch, etc. With MPC’s coaching, I continue to learn more about this program everyday! It seems as if the list of great features grows larger after every coaching session! My experience with MPC and MortgagePlannerCRM has been nothing short of flawless.