MORTGAGE CRM IS A CUSTOMIZED VERTICAL SOLUTION POWERED BY ACT!*
*Act! Premium v24 Subscription or Act! CRM Classic Expert Subscription is required and are Bundled with the Mortgage CRM Database in the Price Chart below
Mortgage CRM
Act! is a CRM platform that provides mortgage professionals with what you and your team need to run and grow your business.
MORTGAGE CRM
Mortgage CRM is designed for mortgage professionals. Our Mortgage Database for Act! is a customized Act! v24 database for the Mortgage industry. It helps you take control of your mortgage brokerage and effectively manage your customer data and interactions, loan information and those in process, rates, referrals, and provide better customer service.
Key Features: Cloud, On-Premise or a Combo of Both | Microsoft Office Integration | Scheduling | Borrower and Loans in Process Tracking | Pipeline Management | Mobile App
WHY YOU SHOULD BUY Mortgage CRM 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 way to build and manage your client base, without having to pay a high cost or monthly fees for unused features. This vertical solution is a great start and a right fit for industry information and processes tailored for your needs. Additional customization can be made using Act! and without the need or expense of a programmer.
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 1 year subscription to Act! and the customized database for Mortgage.
MORTGAGE CRM POWERED BY ACT! –> PRODUCT FEATURES
(click on a TAB to see more details)
- Contact Management
- Borrower Profile
- Loan Pipeline
- Loans in Process
- Calendars and Tasks
- Email Integration
- Groups and Companies
- Marketing Automation
- Dashboards & Reports
- Companion Mobile App
- Connect Link API
BORROWERS AND CONTACTS
Mortgage CRM keeps important contact details on your Borrowers & Co-Borrowers, referral information and key watch list items of Interest Rate, ARM and MI Expiration Dates.
You will also have the standard Act! CRM Features of Notes, Histories, Activities/Calendaring, Document Attachments, Secondary Contacts, Contact Relationships and More!
BORROWER PROFILE | BORROWER AND CO-BORROWER INFORMATION
Mortgage CRM tracks Birthdays, Social Security Numbers, FICO Scores and more. Enter their Employer and income details and Act! will automatically calculate the Total Income, enter a Max Ratio and it will calculate a Max Payment.
PIPELINE DASHBOARD TO TRACK YOUR LOANS IN PROCESS
See a visual representation of your Loan opportunities organized by sales stage with the actionable Sales Pipeline. Drag-and-drop opportunity tiles to progress loans through stages. Drill into any opportunity for more detail and work on a specific transaction. Manage every stage of your loan process, completing the stages of the process to keep your opportunities moving to close.
LOANS IN PROCESS
With Mortgage CRM stay on top of your Loan Pipeline by using the Opportunities in Act! to track property loan information including loan details, key in-process dates and loan status.
Mortgage Brokers, Loan Officers, Assistants and Processors can all work within the same loan records, share notes, make updates, see each file’s progress and current status.
LOANS DETAILS
With Mortgage CRM you can enter the details on 1st, 2nd and/or Existing Loans for each transaction. Keep track of loan interest rate, lock date and associated loan fees.
CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE
One of the key features of Act! is its ability to help you manage your day. Track and prioritize meetings, calls and loan activities associated with your contacts to stay productive. Relate your tasks to one or multiple contacts, loans, companies and/or groups. Set alerts to keep you on top of your scheduled commitments.
EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
Email integration lets you capture your messages to and from your contacts and keeps the details in history. With Outlook or Google you and your team can utilize the powerful features of synchronizing contacts, calendars, activities, inbound and outbound emails.
GROUPS AND LISTS ORGANIZE YOUR CONTACTS
You can create Groups as a way of categorizing, organizing and managing your contacts. The contacts within a group could have a specific association, such as a loan program, region, property, or a random association. You can define rules to automatically add members to the Group. Marketing Automation uses Groups for targeting your communications.
COMPANIES AND ACCOUNTS ORGANIZE YOUR CONTACTS
Companies let you track contacts associated with a company and provides other benefits for managing the information. You can view the associated contacts, activities, notes, opportunities, and histories in a comprehensive view all on the Company record.
MORTGAGE CRM INCLUDES BASIC MARKETING AUTOMATION
From initial engagement to retention and loyalty, optimize your outreach in each step with email marketing. Let Act! Marketing Automation do the work for you with marketing campaigns – all sent to targeted lists in Act!. Campaigns are triggered based on criteria you define, leading recipients down a personalized path. Let people know when you have a new loan program!
Set up simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed.
Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor
CONFIGURABLE INSIGHT DASHBOARDS
See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, win/loss analysis, and more with interactive, graphical dashboards.
REPORTS & EXPORT TO EXCEL
Stay in the know with 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email. Act! List Views have an Export to Excel feature where you can generate an Excel spreadsheet with the click of a button.
ACT! COMPANION MOBILE APP
Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone, iPad, and Android. Best part, Act! Companion is included in your Act! subscription at no extra charge.
ACT! CONNECT LINK
Connect with hundreds of popular apps that extend the power and reach of Act! with the included Act! Connect Link utilizing Act!’s API. Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! CRM and the apps of your choice. Let Act! Connect do the heavy lifting, while you enjoy the benefits of enriched customer data.
Proudly Serving Customers at these firms and many more!
MORTGAGE PROFESSIONALS DATABASE + ACT! SUBSCRIPTION BUNDLE OPTIONS
Select the Act! product that is right for you:
• Act! CRM Classic Cloud – The Act! CRM Classic Expert is a Cloud-based solution where your database will be hosted by Act!. You will have access via web browser and it includes additional marketing automation features.
• Act! Premium Hosted – With the Act! Premium Hosted solution your database will be hosted by Remote Tech Group, Act!’s #1 Hosting Provider. You will have access via web browser and you can have an offline client (local windows install) that synchronizes with the hosted database for online and offline access.
• Act! Premium Self-Hosted – With the Act! Premium Self-Hosted (On-Premise) CRM solution you can host your own data on your network with your server(s) and/or computer(s).
Act! CRM Classic Expert Bundle
CLOUD
- US$5401 Year
-
Price is Per User
INCLUDES:
- Act! Cloud Only Access
- Full Featured Act! CRM
- Act! Email Marketing
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
Act! Premium with Hosting Bundle
HOSTED
- US$5401 Year
-
Price is Per User
INCLUDES:
- Hosting w/#1 Act! Hosting Company
- Cloud with Windows Sync Access
- Full Featured Act! CRM
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
Act! Premium Self-Hosting Bundle
SELF-HOSTED
- US$5401 Year
-
Price is Per User
INCLUDES:
- Act! Premium Windows Software
- Act! Premium Web Software
- Full Featured Act! CRM
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
MORTGAGE DATABASE + ACT! SUBSCRIPTION BUNDLE COMPARISON CHART
SUBSCRIPTION FEATURES
CRM FEATURES
MARKETING FEATURES
SUPPORT FEATURES
SOME FINE PRINT…
Delivery
- Act! CRM Classic Expert Bundle Purchase – When you purchase the Act! CRM Classic subscription we will receive notification from Act!. Please send an email to sales@actplatinum.com with your account details and let us know to upload the Mortgage Database to your account. Once the Mortgage Database is active on your account we will send you an email letting you know it is ready for use.
- Act! Premium Hosted Bundle Purchase – When we receive your order for the Act! Premium Hosted subscription bundle with the Mortgage Database we will upload the Mortgage Database to your Hosted account. Once the Mortgage Database has been uploaded you will receive an email from sales@actplatinum.com that the database is ready for you to login.
- Act! Premium Self-Hosted Bundle Purchase – When you purchase the Act! Premium Self-Hosted subscription with the Mortgage Database we will send you an email with links to download the Mortgage Database and database restore instructions.
Features
All features in the Mortgage Database are available for customers that purchase Act! CRM Classic Expert, Act! Premium Hosted or Act! Premium Self-Hosted bundles.
New Subscription Customers Only
The Mortgage Database is intended for New Act! Subscription Customers. For Existing Act! Customers please contact us for options and costs.
Data Import
Act! provides importing tools with their products for self-service. If you require assistance with your import we offer import services at an additional cost. Please contact us to discuss requirements and to receive an estimate.