Mortgage CRM | Act! CRM Authorized Partner
Looking for a Mortgage CRM Software? Our CRM for Mortgage empowers brokers and loan officers with tracking leads, referrals, borrowers, rates, loans and has email marketing. CRM designed for loan officers and mortgage professionals that helps you grow your business and manage your relationships and loans in process.
crm for mortgage, mortgage crm software, loan officer crm, crm for mortgage professionals, crm software for mortgage brokers, best crm for mortgage, mortgage broker crm software, mortgage crm salesforce, mortgage cloud crm, mortgage database software, mortgage pro crm
15571
page-template,page-template-full_width,page-template-full_width-php,page,page-id-15571,theme-bridge,bridge-core-2.1,woocommerce-demo-store,woocommerce-no-js,ajax_updown_fade,page_not_loaded,,columns-3,qode-child-theme-ver-,qode-theme-ver-19.7,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-6.7.0,vc_responsive,elementor-default,elementor-kit-17906
 

Mortgage CRM

MORTGAGE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*

*Act! Premium v24 Subscription is required and are Bundled with the Mortgage CRM Database in the Price Chart below

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! Premium and the customized database for Mortgage.  

MORTGAGE CRM WITH ACT! –> PRODUCT FEATURES

(click on a TAB to see more details)

Mortgage CRM Track Borrowers and Contacts

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!

Mortgage CRM Keep Borrower Profile Information

BORROWER AND CO-BORROWER INFORMATION
Mortgage CRM tracks Borrower & Co-Borrower’s Birthday, Social Security Number, FICO Scores and Family information. 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.

Mortgage CRM Loans In Process

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.

Mortgage CRM Track Loan Details

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.

Act! CRM Rich Contact Management
Act_CRM_Groups_and_Companies_Feature (1)
Act! CRM Calendar and Activities Tracking
Act_CRM_Sales_Process_Feature
Act_CRM_Opportunities_Tracking_Feature
Act_CRM_Reports_Feature

Rich Contact Management

Keep rich contact details, emails, documents, notes, history, activities, social media updates, and more in one, easy to find place – the Act! contact record.

Groups and Companies

Organize similar contacts into groups and companies to deliver targeted communications.

Calendar and Activity Tracking

Track and prioritize meetings and activities associated with your contacts to stay productive. Benefit from alerts that keep you on top of your customer commitments.

Sales Process

Manage opportunities using an out-of-the-box process or one you customize to meet your internal sales process. You can create multiple custom processes for different types of products or services, even for different departments or divisions. Complete activities in each stage of the sales process to keep deals moving.

Opportunities Tracking

Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline.

Reports

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.

Mortgage CRM Loans In Process Pipeline
Act_CRM_Insight_Dashboards_Feature
Act! Companion Mobile App
Act_CRM_Premium_Act_Connect

Dynamic Loans In Process Pipeline Management

Manage your pipeline more effectively and intelligently with sales pipeline management tools that help you close loans faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline view featuring in-context KPIs, an interactive funnel, an actionable pipeline with drag-and-drop, and advanced filtering.

Insight Dashboards

See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards – a valuable active subscriber benefit!

Act! Companion

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

Connect with hundreds of popular apps that extend the power and reach of Act! Growth Suite – a valuable subscriber benefit! 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.

Mortgage Lender Email Marketing Templates

Basic Marketing Automation For Your Mortgage CRM
Optimize your customer lifecycle from initial engagement to retention and loyalty with email marketing outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns – all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path.

 

Setup 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

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! 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! Premium with Hosting Bundle
  • HOSTED

  • US$5501 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$5501 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

Bundle Features

Hosted

Self-Hosted

SUBSCRIPTION FEATURES

Act! 1 Year Subscription

Act! Premium

Act! Premium

Included Users

1

1

Year 2 Cost (Per User)*

$550

$450

1 Year Hosting Service**

X

N/A

Available Access Methods

Cloud, Windows &  Mobile

Windows, Cloud &  Mobile

NOTES

*Based on current prices, subject to changed at Manufacturer's discretion.

**(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.


CRM FEATURES

Bundle Features

Hosted

Self-Hosted

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

X

X

Task & Activity Management

X

X

Calendar

X

X

Notes & History

X

X

Companies

X

X

Relationship Timeline

X

X

Secondary Contacts

X

X

In-Context Maps & Web Info

X

X

Call List & Hot Leads

w/Marketing Package

w/Marketing Package

Notifications & Alerts

X

X

Act! Companion Mobile App (1)

X

X

Welcome Page - Custom User Dashboard

X

X

Mail Merge

X

X

GROUPS & SEARCH

Search & Lookups

X

X

Groups & Filters

X

X

Dynamic Groups

X

X

Advanced Queries

X

X

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

X

X

Sales Process Management

X

X

Products & Pricing

X

X

Sales Pipeline Management View

X

X

Sales KPIs - Standard & Custom

X

X

Sales Opportunity Kanban Board

X

X

REPORTING & ANALYTICS

Reporting

X

X

Act! Insight -Dashboards & Analytics

X

X

INTEGRATIONS

Office - Export to Excel/Word

X

X

Outlook - Contacts/Calendar/Email

X

X

Google - Contacts/Calendar/Email

X

X

Act! Connect - Popular Apps Integration

X

X

ADMINISTRATION & CUSTOMIZATIONS

Preferences

X

X

User Management

X

X

Team Management

X

X

Layout Designer

X

X

Custom Fields

X

X

Custom Tables (billed annually)

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import Tool

X

X

API

X

X

Cloud Storage

5Gb

N/A

Additional Cloud Storage (billed annually)

$10/mo (per 10Gb)

N/A

Private Cloud Option

N/A

N/A

NOTES:
(1) Act! Companion recommended for READ ONLY, additional options are available for more functionality.

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

MARKETING FEATURES

Bundle Features

Hosted

Self-Hosted

Included eMARKETING Plan

BASIC

BASIC

Email Sends Per Month

2,500

2,500

Email Marketing

X

X

170+ Responsive Templates

X

X

Interactive Template Editor

X

X

Email Tracking & Metrics

X

X

Turnkey Campaigns

Packages C, D & E

Packages C, D & E

HTML Email Editor

Packages C, D & E

Packages C, D & E

Social Sharing

Packages C, D & E

Packages C, D & E

Landing Pages

Packages C, D & E

Packages C, D & E

Surveys

Packages C, D & E

Packages C, D & E

Drip Marketing

Limited (1)

Limited (1)

Visual Workflow Designer

Limited (1)

Limited (1)

Campaign Calendar

X

X

Deliverability & Compliance Tools

X

X

MARKETING AUTOMATION (Optional Packages)

Marketing Automation to CRM Workflow

Packages D & E

Packages D & E

Response-driven Nurture Marketing

Packages D & E

Packages D & E

Asset Tracking

Packages D & E

Packages D & E

Advanced Lead Capture

Packages D & E

Packages D & E

Lead Management & Scoring

Packages D & E

Packages D & E

Event Marketing

Packages D & E

Packages D & E

Website Activity Tracking

Packages D & E

Packages D & E

Progresssive Profiling

Package E

Package E

A/B Testing

Package E

Package E

SERVICES & ADD-ONS (billed annually)

Per Additional 2500 Email Sends/mo

$15/mo (2)

$15/mo (2)

Additional Domain (per Domain)

$50/mo

$50/mo

SMS : Phone Number + 500 Sends/Mo

N/A

N/A

SMS : Per Additional 500 Sends/Mo

N/A

N/A

*NOTES

 (1) Limited to emails as only available activity type

 (2) Maximum total of 10,000 Email sends per month (Included + Paid)

(Package C) Act! Marketing Automation Select with 25,000 Emails/month at $948/year per Account

(Package D) Act! Marketing Automation Complete with 50,000 Emails/month at $2,388/year per Account

(Package E) Act! Marketing Automation Advanced with 100,000 Emails/month at $4,788/year per Account

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

SUPPORT FEATURES

Bundle Features

Hosted

Self-Hosted

ACT! CUSTOMER SUPPORT

Self-Service Guides & Video Tutorials

X

X

Knowledgebase

X

X

Online Ticket Submission

X

X

Web Chat

X

X

Product Support by Phone* (5)

X

X

Product Support via Remote Access* (6)

Enhanced Support*

Enhanced Support*

Saturday Phone Support

Enhanced Support*

Enhanced Support*

Appointment Setting

Enhanced Support*

Enhanced Support*

Voicemail Call Back

Enhanced Support*

Enhanced Support*

Priority Queuing

Enhanced Support*

Enhanced Support*

Act! Support Professional Services* (7)

$99/hr

$99/hr

HOSTING SUPPORT

Hosted Cloud Support

X

N/A

Windows Sync Support

X

N/A

*NOTES

(5) US: M F 7:00am 8:00pm Eastern; UK: 8:00am 8:00pm.

(6) As required base on Act! Support's Scope of Services.

(7) Each session is billed a minimum of one hour; no pro-rations or partial hour billing.

(Enhanced Support) $120/user/year

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

SOME FINE PRINT…

Delivery

  • Act! Premium Hosted Bundle Purchase – When we receive your order for the Act! Premium Hosted subscription bundle with the Vertical Database we will upload the Vertical Database to your Hosted account.  Once the Vertical 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 Vertical Database we will send you an email with links to download the Vertical Database and database restore instructions.

 

Features

All features in the Vertical Database are available for customers that purchase Act! Premium Hosted or Self-Hosted bundles.

 

New Subscription Customers Only

The Vertical 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.

Have Questions?  Chat or Contact Us