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Mortgage Database for ACT! v17 - ACT! CRM Software for Mortgage Professionals

 

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 ACT! V17 DATABASE FOR MORTGAGE PROFESSIONALS*

Mortgage for ACT CRM is a customized Pro or Premium database for the mortgage industry

 

BUY NOW
Designed for mortgage professionals, Mortgage Database for ACT! is a customized ACT! v17 Pro or Premium database for the mortgage industry.  It helps you take control of your business and effectively manage your client relationships. 

 

*ACT! v17 Licenses are Bundled or Sold Separately


WHY YOU SHOULD BUY  In a weaker economy, it’s tempting to "wait it out," but consider the cost of doing nothing. ACT! v17 helps you grow your business by attracting new clients and getting more from existing relationships.  And our simple, easy to use mortgage database is a great start to build and manage your client base, without having to pay a high cost or monthly fees for unused features.

Centralize Borrower, Co-Borrower and Loan Information for Easy Organization
Keep contact information at your fingertips using a database and corresponding layouts designed specifically for mortgage professionals.

ACT Contact Borrower and Co-Borrower Information
MAIN CONTACT SCREEN
Keep important contact details on your Borrower & Co-Borrower, referral information and the key watch list items of Interest Rate, ARM and MI Expiration Dates.

ACT Borrower and Co-Borrower Personal and Employment Information
PERSONAL INFO TAB ON THE CONTACT RECORD
Track Borrower & Co-Borrower's Birthday, Social Security Number, FICO Scores, Employer and Family information. ACT! will automatically calculate the Total Income, enter a Max Ration and it will calculate a Max Payment.

ACT Mortgage Loan Type, Process Dates and Status Information
MAIN OPPORTUNITY SCREEN
Use the Opportunities in ACT! to track property loan information including loan type, process dates and loan status.

ACT Mortgage Transaction 1st, 2nd and Existing Loan Information
LOAN INFO TAB ON THE OPPORTUNITY RECORD
More details on 1st, 2nd and/or Existing Loans for each transaction.

Take advantage of standard ACT! v17 features by recording notes and attaching critical documents —all tied to a Contact Record providing you with a comprehensive view. Associate contacts to one another by setting up contact relationships, so important players such as a real estate agent or title agent are tied to your borrower, allowing you to quickly see all the contacts related to a loan.  ACT! allows you to design your own personalized collateral and don't forget to include Swiftpage E-Marketing for ACT! to execute successful marketing campaigns for your mortgage database.

In addition to Mortgage Database for ACT! Pro v17, Mortgage Database for ACT! Premium v17 is also available. Mortgage Database for ACT! Premium v17 is ideal for teams to share and assign activity, opportunity, and contact data between reps and other specialists who are working together. If you have larger workgroups or teams of mortgage professionals and need the additional security features and functionality, ACT! Premium v17 is the choice for you.

WHAT YOU WILL GET  ACT! is more powerful and effective than e-mail and spreadsheet solutions, but easier to use, quicker to get up and running, and less costly and complex than other Mortgage Customer Relationship Management (CRM) solutions.  Your purchase includes a download of the database structure and setup instructions, ACT! v17 licenses are bundled or sold separately.
 

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