Mortgage CRM Cloud Bundle contains an Act! CRM Cloud Annual Subscription for 1 User with the customized Mortgage Database for Act! CRM Cloud
Act! CRM Cloud Annual Subscription (Act! Hosted) with Mortgage Database Includes:
1 Year ACT! CRM CLOUD SERVICE for Web, Mobile, Act! Companion App and Windows Offline Client
1 Year Mortgage for Act! Database Cloud Hosting
Act! Standard Technical Support for 1 Year
Access to Act! CRM Cloud and Windows Video Training Libraries
New features and compatibility updates for 1 Year
Instant online access to Act!
Secure cloud hosting service with 4GB Storage
This Mortgage CRM software bundle contains one Act! CRM Cloud Annual Subscription plus one Mortgage Database for Act! CRM. With the Act! CRM Cloud Service Act! will host your Mortgage database and you will be able to access via Web or Web Mobile and have the option of an offline client, the Act! CRM software installed on a pc or laptop that synchronizes with the Cloud. Designed for Loan Officers, Mortgage Brokers and Mortgage professionals, Mortgage for Act! is a customized Act! 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.
This Act! CRM Cloud Bundle comes with the 1st year cloud subscription included so you will be entitled to Act! CRM Cloud Service, Act! CRM Software use, Act! Software Updates and Act! Technical Support for the 1st year and can renew in year 2 forward. Having an active Cloud subscription with the Act! CRM product line includes the ability to connect with hundreds of popular apps that extend the power and reach your CRM for Residential Mortgage software.
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! CRM 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 cloud bundle can handle it all – an affordable Mortgage CRM solution.
Designed for mortgage professionals, Mortgage for Act! is a customized Act! database for the mortgage industry. It helps you take control of your business and effectively manage your client relationships.
INCLUDES STANDARD ACT! TECHNICAL SUPPORT
12x5 phone support - Consult with knowledgeable Act! Technical Support advisors ready to help quickly resolve technical issues related to Act!. Support advisors are available Monday – Friday from 8:30 a.m. – 8:30 p.m. EST.
Online support tickets - Submit your questions through Act! Support's convenient online support system.
Web chat - Work with knowledgeable Act! Technical Support advisors via online chat.
Support mobile app - Start a web-chat, browse thousands of Knowledgebase articles, call Act! Tech Support – or have Act! Tech Support call you – and much more from the technical support mobile app.
Self-service Getting Started resources - Get answers whenever you need them with access to dozens of helpful Getting Started resources, including step-by-step videos, feature tours, guides, and more.
Knowledgebase - Browse answers and articles across a variety of topics and categories.
Act! Community - Query our community of users and highly-trained Act! Certified Consultant.
Video training - Watch informative training videos to learn more about managing contacts, maximizing sales, integrating with Act!, and more.
YOU CAN ADD MORE USERS TO YOUR MORTGAGE CRM BY INCLUDING THE RELATED PRODUCT (1 Subscription per User):