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
Mortgage CRM
Act! is a CRM software platform that provides mortgage brokers and loan officers with what you and your team need to stay organized. Most importantly to run and grow your mortgage business.
WHY MORTGAGE CRM?
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.
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 FOR ACT!
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.
WHAT YOU WILL GET WITH THE MORTGAGE FOR ACT!
Act! is more powerful and effective than e-mail and spreadsheet solutions. But Act! is easier to use and quicker to get up and running. Also it is less costly as well as less complex than other Customer Relationship Management (CRM) solutions. Purchase your bundle now and get a 1 year subscription to Act! and the custom database for Mortgage.
PRODUCT FEATURES FOR THE MORTGAGE CRM FOR ACT!
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CONTACT MANAGEMENT
BORROWERS AND CONTACTS
Mortgage CRM keeps important details on your Borrowers and Co-Borrowers. As well as anyone else you do business with. In other words a central place to keep you and your team organized.
Also store all important referral information and key watch list items of Interest Rate, ARM and MI Expiration Dates.
You will also have all the standard Act! CRM Features. Namely Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, as well as Contact Relationships and More! In addition the program has powerful search features. Quickly find a client and more. In addition search on endless criteria and find exactly what you’re looking for. In fact you will be able to find any data and in any place within the database.
BORROWER PROFILE
BORROWER PROFILE | BORROWER AND CO-BORROWER INFORMATION
Mortgage CRM stores Birthdays, Social Security Numbers, FICO Scores and more. Also enter their Employer and income details. In addition Act! will sum up the Total Income. As well as enter a Max Ratio and it will create a Max Payment.
LOAN PIPELINE
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
LOANS IN PROCESS
With Mortgage CRM stay on top of your Loan Pipeline. By using the Opportunities in Act! to track property loan information. Also include loan details, key in-process dates and loan status. Mortgage Brokers, Loan Officers, Assistants and Processors can all work within the same loan records. As well as share notes, make updates, see each file’s progress and current status.
LOANS DETAILS
With Mortgage CRM you enter the details on First, Second as well as any Existing Loans for each transaction. In addition keep track of loan interest rate, lock date and associated loan fees.
ACTIVITIES AND CALENDARS
CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE
One of the key features of Act! is its ability to schedule and help you manage your day. Track and prioritize meetings, calls and loan activities associated with your contacts and thus stay productive. In addition relate your tasks to one or multiple contacts, opportunities, companies and/or groups. Also set alerts to keep you on top of your scheduled items.
EMAIL INTEGRATION
EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
Email integration lets you capture your emails to and from your contacts. In fact this all happens by using your email as normal. By using Outlook after sending or receiving an email Act! immediately keeps the details in the history of the contact record. Even if the emails are deleted or moved from your email program.
In addition with Outlook or Google you and your team can use the powerful features such as syncing contacts, calendars, activities as well as inbound and outbound emails.
GROUPS AND COMPANIES
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 also can define rules to add members to the Group. In addition 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. In addition you can view the associated contacts, activities, notes, opportunities, and histories in a comprehensive view all on the Company record.
MARKETING AUTOMATION
MORTGAGE CRM INCLUDES BASIC MARKETING AUTOMATION
You won’t need another email service because Act! has it built in. In addition eliminate the process of exporting lists or importing results. Even better is that the Basic plan is also part of your Act! subscription.
This feature helps with initial engagement then to retention and finally but most importantly build loyalty with your contacts. Optimize your message and outreach in each step with email marketing. For instance welcome a new client as well as thank them for choosing your brokerage. And most of all let people know when you have a new loan program!
Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor
DASHBOARDS AND REPORTS
CONFIGURABLE INSIGHT DASHBOARDS
See dynamic as well as visual snapshots of real-time metrics that cover productivity and performance. Also sales pipeline health, win or loss review, and other information. In addition to other information contained in your database with interactive, graphical dashboards.
REPORTS & EXPORT TO EXCEL
Stay in the know with 50+ preconfigured reports. Also create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email. In addition Act! List Views have an Export to Excel feature. In fact this is where you can produce an Excel spreadsheet with the click of a button.
COMPANION MOBILE APP
ACT! COMPANION MOBILE APP
In addition stay connected to key Act! details from wherever you are with Act! Companion. This native mobile CRM app is designed for iPhone, iPad, and Android. Act! Companion is also included in your Act! subscription and at no extra charge.
CONNECT LINK API
ACT! CONNECT LINK
Connect with hundreds of sought after apps. Immediately extend the power and reach of Act! with the also included Act! Connect Link that uses Act!’s API.
First start with a few simple steps, then watch as Act! Connect moves info between Act! CRM and the apps of your choice. To illustrate let Act! Connect do the heavy lifting all while you enjoy the benefits of enriched data.
For example you can link Mortgage CRM for Act! and Lending Pad using Zapier: https://zapier.com/apps/lendingpad/integrations/act-premium
Also another example is link your Act! CRM and Loanzify: https://zapier.com/apps/loanzify/integrations/act-premium
Or if your are using the industry specific marketing tool Lender Launchpad: https://zapier.com/apps/lender-launchpad/integrations/act-premium
Check out more apps that connect to Act!: https://zapier.com/apps/act-premium/integrations
ACT! VIDEO TRAINING
ACT! VIDEO TRAINING LIBRARIES ARE INCLUDED
The Act! Video Training Libraries are a great overview of the Act! programs. Above all it is a good way to learn general features and use. In addition every video is typically less than 5 minutes to keep them short and to the point.
The training videos are a convenient way to learn. In fact videos are accessible and available to your employees. Specifically anytime, anywhere, and on any device.
MORTGAGE PROFESSIONALS DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS
(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
Select the Act! product that is right for you:
Self-Hosted Act! Premium – With the Act! Premium On-Premise (Self-Hosted) CRM product you have the security and control of an on-premises solution where you deploy and manage the software. Namely you host your own data on your network with your server(s) and/or computer(s). You have complete control in applying updates and upgrades.
Act! Premium Hosted – With the Act! Premium Hosted bundle your database will be hosted by Remote Tech Group, in fact Act!’s #1 Hosting Provider. You will have access via web browser and you can also have an offline client (local windows install). This remote syncs with the hosted database for online and offline access. Includes Scheduled Upgrades and most importantly upgrade when it is convenient for your company.
Act! Premium Cloud – With the Act! Premium Cloud bundle your database will be hosted by Act!. You will have access via web browser, mobile app and you can also have an offline client (local windows install). This remote syncs with the hosted database for online and offline access. Includes Automatic Upgrades.
MORTGAGE PROFESSIONALS DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE PRICING
Self-Hosted Act! Premium Bundle
SELF-HOSTED
- US$5401 Year
-
Self-Hosted Bundle Price/User
($45/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
Act! Premium Hosted Bundle
HOSTED
- US$5401 Year
-
Hosted Bundle Price/User
($45/user/month paid annually)
PREMIUM HOSTED INCLUDES:
- Hosting w/#1 Act! Hosting Company
- 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 Cloud Bundle
CLOUD
- US$5401 Year
-
Cloud w/Sync Bundle Price/User
($45/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
SOME FINE PRINT…
Product Purchase and Delivery
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! 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.
Act! Premium Hosted Bundle Purchase
After we receive your order for the Act! Premium Hosted subscription bundle with the Mortgage Database we will then upload the Mortgage Database to your Hosted account. Once the Mortgage Database has been uploaded you will then receive an email from sales@actplatinum.com that the database is ready for you to login.
Act! Premium Cloud Bundle Purchase
Act! requires a credit card on file for your Act! Premium Cloud subscription service and is used for additional purchases or renewals. When you select to BUY this bundle you will be taken to our online store. You will purchase the $60 database portion of the bundle, then shortly thereafter Act! will send you a link to purchase the $480*/user/year subscription. Once the Act! subscription has been paid we will upload the Mortgage Database to your account. When the Mortgage Database is active on your account we will then send you an email letting you know it is ready for use.
*Act! may charge sales tax on your subscription service.
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.
