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Act! v20 PRO License with Mortgage Database Bundle
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Act! v20 PRO Single User License with Mortgage Database for Act! Bundle
This Residential Mortgage CRM software bundle contains one Act! v20 Pro License plus one Mortgage Database for Act! v20 Pro - Designed for Loan Officers, Mortgage Brokers and Mortgage professionals, Mortgage for Act! is a customized Act! v20 Pro database for the Mortgage industry. Keep important contact details on your Borrowers, Co-Borrowers & Loan Information. Use the calendaring feature so you can efficiently manage your day and quickly prioritize your activities and keep details of every interaction. Track Residential Loan information including loan type, loan details, loans in process with important dates checklist and status to stay on top of your Mortgage Loan Pipeline. It helps you take control of your business and effectively manage your client relationships. It also comes with a Basic Act! Emarketing account with Mortgage styled Email Marketing Templates that you can easily customize with your branding and content. Act! is the #1 best selling contact and customer manager and with the Mortgage database software makes the software a top Mortgage CRM. Suited for Mortgage Professionals, mortgage brokers, originators, bankers, and mortgage lenders in the residential arena whether at one of the top Mortgage Lenders such as Chase Mortgage, Wells Fargo Home Mortgage, Home Street Bank, GMAC Mortgage, NewDay Financial, Quicken Loans, PHH Mortgage, Citizens Bank, USAA, CitiMortgage, or with a small residential Mortgage brokerage, or are an Independent Residential Mortgage Broker our Mortgage database makes your Act! Pro v20 one of the best Residential Mortgage CRM software tools on the market. So whether you need a Loan Officer CRM, Mortgage Customer Relationship Manager Software, to build your business, manage your leads, build your Mortgage referrals, maintain your Mortgage relationships, Mortgage sales management, loan sales crm and/or a Mortgage marketing tool our residential Mortgage crm software bundle can handle it all – an affordable Mortgage CRM solution.
Designed for mortgage professionals, Mortgage for Act! is a customized Act! v20 Pro database for the mortgage industry. It helps you take control of your business and effectively manage your client relationships.
ACT! v20 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.
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.
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
Take advantage of
standard Act! v20 features by recording notes and attaching critical documents - all tied to a
Contact Record providing you with a comprehensive view. Keep track
of important interactions with your clients by tracking meetings,
phone calls, important dates, etc. Easily manage follow-ups by
creating activities or assigning to other team members within your
organization. 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.
After your order has been processed you will receive an e-mail with your Act! Pro license key and a download of the Mortgage database structure and setup instructions - typically within a couple of hours but please allow for 1 business day.