helping businesses connect with customers
Mortgage Database for ACT! v17 - ACT! CRM Software for Mortgage Professionals
ACT! V17 DATABASE FOR MORTGAGE PROFESSIONALS*
*ACT! v17 Licenses are Sold Separately
WHY YOU SHOULD BUY 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
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 included with your Act!
License Purchase is a
Basic Act! Email Marketing Account
to execute successful marketing
campaigns for your mortgage database.
WHAT YOU WILL GET
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.