THE BEST MORTGAGE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*
*Act Premium v25 or Cloud Subscription is required and are Bundled with the Mortgage CRM Database in the Price Chart below
Mortgage CRM and Marketing Software $30 /month
Act! is a robust CRM and Marketing Automation software platform. We are the developers of the #1 Mortgage CRM for Act!. It provides mortgage brokers and loan officers with what you and your team need to stay organized. Most importantly you will have the vital tools to grow your mortgage business and at a lower cost than other competitors.
WHY MORTGAGE CRM?
Mortgage CRM is specifically designed for mortgage brokers and loan officers. Our Mortgage database software for Act! Premium Cloud and Act! Premium Desktop v25 is for the home mortgage industry. In addition it is customizable and you have the power to make changes without the need or expense of a programmer.
So take control of your business with the easy to use Act! CRM and above all effectively manage your client relationships. As well as their loan details and those in process, rates and referrals. Over all our Mortgage CRM enables you to provide first rate service for your clients and convert your prospects.
Key Features: Cloud, Desktop or a Combo of Both | Microsoft Office Integration | Scheduling | Borrower and Loans in Process Tracking | Pipeline Management | Email Marketing | Mobile App
<- TRY IT NOW is an online test drive with sample data and not the standard Act! Free Trial.
PRODUCT FEATURES FOR THE MORTGAGE CRM FOR ACT!
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CONTACT MANAGEMENT
BORROWER PROFILE
LOAN PIPELINE
LOANS IN PROCESS
ACTIVITIES AND CALENDARS
EMAIL INTEGRATION
GROUPS AND COMPANIES
MARKETING AUTOMATION
DASHBOARDS AND REPORTS
COMPANION MOBILE APP
CONNECT LINK API
ACT! VIDEO TRAINING
NOTE: Images shown are Act! Premium Cloud with the Mortgage Database
MORTGAGE CRM PRICING
MORTGAGE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS
Starting at $30 per user per month billed $360 annually
(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
Select the Act! product that is right for you:
Act! Premium Cloud – With the Act! Premium Cloud bundle your Mortgage CRM database will be hosted by Act!. Access from any computer via web browser and have instant online access to your Act! data. Includes Automatic Backups, Updates and Upgrades.
Act! Premium Cloud with Sync – With the Act! Premium with Sync bundle your Mortgage CRM database will be hosted by Act!. Access via web browser and also have an offline client (local windows install). This remote syncs with the cloud database for online and offline access. Includes Automatic Backups, Updates and Upgrades.
Self-Hosted Act! Premium Desktop – With the Act! Premium Desktop (Self-Hosted) CRM product you deploy and manage the software. Host your Mortgage CRM database on your computer or for larger organizations on your network with your server and computers. The self-hosted package includes both Windows and Web software. You have complete control in applying updates and upgrades.
No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy. Information can be shared or limited between users for example each Broker or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.
MORTGAGE CRM PRICING
MORTGAGE DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLE PRICING
Act! Premium Cloud Bundle
CLOUD
- US$3601 Year
-
Cloud Bundle Price/User
($30/user/month paid annually)
PREMIUM CLOUD INCLUDES:
- Hosting with Act!
- Cloud Access
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
Act! Premium Cloud w/Sync Bundle
CLOUD w/SYNC
- US$4801 Year
-
Cloud w/Sync Bundle Price/User
($40/user/month paid annually)
PREMIUM CLOUD w/SYNC INCLUDES:
- Hosting with Act!
- Cloud with Windows Sync Access
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
Act! Premium Desktop Bundle
DESKTOP
- US$4501 Year
-
Self-Hosted Bundle Price/User
($37.50/user/month paid annually)
PREMIUM SELF-HOSTED INCLUDES:
- Act! Windows Software
- Act! Web Software
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
SOME FINE PRINT…
Mortgage CRM Software Product Purchase Details
Act! Premium Cloud Bundle Purchase
After we receive your order for the Act! Premium Cloud subscription with the Mortgage Database we will have Act! start your Cloud account. Then we will upload the Mortgage Database to your account. When the Mortgage Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.
Act! Premium Cloud with Sync Bundle Purchase
After we receive your order for the Act! Premium Cloud with Sync subscription with the Mortgage Database we will have Act! start your Cloud account. Then we will upload the Mortgage Database to your account. When the Mortgage Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions. We will also include instructions for installing and restoring your offline client.
Self-Hosted Act! Premium Bundle Purchase
Once we receive your order for the Act Premium Self-Hosted subscription with the Mortgage Database we will then have Act CRM issue your license. After that has been issued we will then send you an email with links to download the Mortgage Database and database restore instructions.
New Act! Subscription Customers Only
The Mortgage Database bundles are specifically for New Act Subscription Customers. But if you are an existing Act Customer please contact us for options and costs.
Data Import or Data to Migrate
Although Act! provides basic import tools within their products these are for self-service. But if you need help with your import or have data to migrate let us know. In addition to providing guidance we also offer data services for an added cost. So please contact us to discuss your project and to then receive an estimate.
