|ACT! PRO v16 Single User License with Mortgage Database for ACT! Bundle $398.00
Designed for mortgage professionals, Mortgage for ACT! is a customized ACT! v16 Pro database for the mortgage industry. It helps you take control of your business and effectively manage your client relationships.
ACT! v16 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
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.
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.
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
Take advantage of
standard ACT! v16 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.