Mortgage CRM and Marketing Software $45 per/month

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Mortgage CRM and Marketing Software $45 per/month

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 best in class CRM software platform for over 30 years. We have the best Mortgage CRM system for Act 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 Act Premium v24 and therefore the home mortgage industry.

So take control of your business by using the top Mortgage CRM for 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 CRM for Mortgage enables you to provide first rate service for your clients and prospects.

WHY YOU SHOULD BUY MORTGAGE FOR ACT!

Mortgage Broker CRM helps you stay on top of your relationships and thus grow your business. First of all is our simple and easy to use mortgage database to build and manage your client base. And the Marketing features help in attracting new clients and even getting more from existing relationships. However without having to pay a high cost or similarly monthly fees for unused features.

On the whole this vertical CRM for Mortgage Brokers 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.

With the best CRM for Mortgage Brokers 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 Mortgage Broker CRM system that is flexible and at a lower cost than the competition.

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WHAT YOU WILL GET WITH THE MORTGAGE FOR ACT!

Get the best CRM for Mortgage Brokers and Loan Officers. Act software is more powerful and effective management tool than e-mail and spreadsheet solutions. In addition Act CRM software is easier to use and therefore quicker to get up and running.

Also Mortgage CRM for Act is less costly as well as less complex than other Customer Relationship Management (CRM) solutions. Purchase a Mortgage CRM software 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

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

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. Access via web browser and 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!. Access via web browser, mobile app and 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
BUY

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
BUY

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
BUY

CLICK HERE TO COMPARE THE ACT! SUBSCRIPTION BUNDLES FEATURES CHART

Click Here to Read the Fine Print

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 selecting 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 LLC 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.