Mortgage CRM

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 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.

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.

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.

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.

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