MORTGAGE CRM TRIAL
ONLINE TEST DRIVE
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ABOUT OUR TEST DRIVES
Our Mortgage CRM Trial is an online test drive. The test drive consists of a sample database being hosted on Act! for Web*. In fact with no download or installation required. You will be able to interact with the components of the database. But please be aware that this is a public site so PLEASE DO NOT ENTER ANY ACTUAL CUSTOMER INFORMATION.
Once you sign up for the online test drive a link with the login details displays. The user you will login with is a standard user of the database. So they will not have administrative functions available.
By purchasing the database you will be the administrative user. And have a database that will work with your Act! subscription**. Also used with the Act! Hosting service or can be Self-Hosted.
*OUR TEST DRIVES ARE ON A TEST ENVIRONMENT AND FOR TESTING PURPOSES ONLY. THE TEST DRIVE PERFORMANCE IS NOT A REPRESENTATION OF THE ACT! PREMIUM CLOUD SERVICE.
**ACT! SUBSCRIPTIONS ARE BUNDLED WITH THE MORTGAGE CRM DATABASE.
MORTGAGE CRM Product Page
Mortgage CRM for Act! is a customized Act! Growth Suite database for the residential mortgage lending industry. Capture information for your Borrowers, Co-Borrowers and Loans in Process.
Mortgage CRM is specifically designed for mortgage brokers and loan officers. Our Mortgage Database for Act! is a custom database for the new Act! v24 and therefore the home mortgage industry. So take control of your business by using Act! and above all effectively manage your client data and interactions. As well as their loan details and those in process, rates and referrals. Over all Mortgage CRM enables you to provide first rate service for your clients and prospects.
Mortgage CRM helps you stay on top of your relationships and thus grow your business. By having features for attracting new clients and even getting more from existing relationships. First of all is our simple and easy to use mortgage database. In addition it is a great way to build and manage your client base. However without having to pay a high cost or similarly monthly fees for unused features.
On the whole this vertical solution is a great start and a right fit. For instance by keeping industry information but also having processes tailored for your needs. As well as more customizations can be made using the Act! program and moreover without the need or expense of a programmer.
Don’t worry about building your team or your company because adding users is easy. In addition information can be shared or limited amongst users. Each Broker or team could be limited to accessing only their records. Or share all or some records across the company. Finally a CRM system that is flexible and at a lower cost than the competition.
Mortgage CRM Trial – Try it out Now!