Our Mortgage Database Works With Act! v17 Pro, Premium and Premium Cloud
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.
DATABASE & ACT! BUNDLE OPTIONS
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
Keep contact information at your fingertips using a database and corresponding layouts designed specifically for mortgage professionals.
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.
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.
MAIN OPPORTUNITY SCREEN
Use the Opportunities in ACT! to track property loan information including loan type, process dates and loan status.
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 included with your Act!
License Purchase is a
Basic Act! Email Marketing Account
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 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.