Our CRM for Mortgage Works With Act! Premium Cloud, Act! Premium Subscription and Act! Pro v20
BUY CRM FOR MORTGAGE NOW
CRM for Mortgage is designed for Mortgage professionals. Our Mortgage Database for Act! is a customized Act! v20 Premium or Pro database for the Mortgage industry. It helps you take control of your mortgage brokerage and effectively manage your client relationships.
WHY YOU SHOULD BUY CRM for Mortgage 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 screens designed specifically for mortgage professionals.
CRM FOR MORTGAGE BORROWERS AND CONTACTS SCREEN
CRM FOR MORTGAGE PERSONAL INFORMATION TAB FOR YOUR BORROWERS
CRM FOR MORTGAGE TRACK YOUR LOAN PROCESS WITH THE OPPORTUNITY SCREEN
CRM FOR MORTGAGE TRACKS ADDITIONAL LOAN INFORMATION
CRM FOR MORTGAGE INTEGRATED EMAIL MARKETING SYSTEM - SEND PROFESSIONAL EMAIL MARKETING CAMPAIGNS
*The Free Basic Emarketing Account comes with standard templates that you can customize or create your own, additional templates are available with a paid account.
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. 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!
Subscription or License Purchase is a
Basic Act! Email Marketing Account
to execute successful marketing campaigns for your mortgage database.
In addition to CRM for Mortgage Database for Act! Premium Cloud (an Act! Hosted Solution with Web, Mobile and Windows access), CRM for Mortgage Database for Act! Premium v20 (Self-Hosted Windows, Web and Web Mobile) or Act! Pro v20 (Self-Hosted) Windows Only are also available. CRM for Mortgage for Act! Premium Cloud (Act! Hosted) or Act! Premium v20 (Self-Hosted) is ideal for teams to share and assign activity, opportunity, and contact data between brokers, assistants, processors 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, an Act! Premium product is the choice for you. With Act! Premium Cloud, you get instant online access to Act! in a modern, secure Cloud environment - no IT needed, no hardware required, just an affordable subscription.
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! v20 subscriptions or licenses are bundled or sold separately.
CRM FOR MORTGAGE DATABASE + ACT! BUNDLE OPTIONSBelow are bundled options for the CRM for Mortgage Database with the latest Act! Cloud, Premium and Pro products. If you already have the latest version of an Act! product and want to purchase the database without a subscription or license you will find this option on our Online Store
Act! PREMIUM CLOUD
ACT! PREMIUM SUBSCRIPTION
|Additional User Cost||$420.00||$300.00||$300.00|
|Year 2 Cost (Per User)||$420.00||$300.00||Upgrade Price (Optional)|
|Act! Subscription||1 Year Use||1 Year Use||N/A|
|Includes 1 Year Act! Technical Support||YES||YES||NO|
|Includes 1 Year Act! Software Updates||YES||YES||NO|
|Includes Act! Product Training Library||YES||YES||YES|
|Cloud Hosting||Act! Hosted*||Self-Hosted||N/A|
|CRM Features & Benefits||Act! Premium Cloud||Act! Premium||Act! Pro|
|Groups & companies||YES||YES||YES|
|Activity tracking & alerts||YES||YES||YES|
|Act! emarketing (unlimited sends to 200 contacts per month)||YES||YES||YES|
|Sales process automation||YES||YES||YES|
|Act! Companion mobile app||YES||YES|
|Act! Premium Mobile||YES||YES|
|Integration with Office, Outlook, & more||YES||YES||YES|
|Ask Act!™ with Amazon Alexa||YES||YES|
|Act! Premium Contact Link||YES||YES|
|Instant online access||Act! Hosted||Self-Hosted||N/A|
|Automatic nightly backups & recovery||YES|
|Private Cloud hosting||Available at Additional Cost w/20GB storage|
|Premium Plus Custom Tables Manager Learn more||Available at Additional Cost||Available at Additional Cost|
|Premium Plus Industry Template Library Learn more||Available at Additional Cost||Available at Additional Cost|
READ MORE... ACT! PREMIUM - COMPARING THE DIFFERENT OPTIONS: SUBSCRIPTION, PERPETUAL & CLOUD