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 Bundled or Sold Separately
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 to include
Swiftpage E-Marketing for ACT!
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.