THE BEST MORTGAGE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*
*Act Premium v26 or Cloud Subscription is required and are Bundled with the Mortgage CRM Database – see Pricing below
Mortgage CRM and Marketing Software $30 /month
Act! is a robust CRM and Marketing Automation software platform. We are the developers of the #1 Mortgage CRM for Act!. It provides mortgage brokers and loan officers with what you and your team need to stay organized. Most importantly you will have the vital tools to grow your mortgage business and at a lower cost than other competitors.
WHY MORTGAGE CRM?
Mortgage CRM is specifically designed for mortgage brokers and loan officers. Our Mortgage database software for Act! Premium Cloud and Act! Premium Desktop v26 is for the home mortgage industry. In addition it is customizable and you have the power to make changes without the need or expense of a programmer.
So take control of your business with the easy to use Act! CRM and above all effectively manage your client relationships. As well as their loan details and those in process, rates and referrals. Over all our Mortgage CRM enables you to provide first rate service for your clients and convert your prospects.
Key Features: Cloud, Desktop or a Combo of Both | Microsoft Office Integration | Scheduling | Borrower and Loans in Process Tracking | Pipeline Management | Email Marketing | Mobile App
MORTGAGE CRM PRICING
MORTGAGE DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLES
Starting at $30/month per user (billed annually)
(BUNDLE PRICING IS FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
Select the Mortgage CRM for Act! product that is right for you:
No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy. Information can be shared or limited between users for example each Broker or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.
CLICK TO SEE CRM FEATURES
ACT! PREMIUM CRM FEATURES
CRM |  | CLOUD | CLOUD & DESKTOP | DESKTOP |
RELATIONSHIP & ACTIVITY MANAGEMENT | ||||
Customer Management | | Y | Y | Y |
Task & Activity Management | | Y | Y | Y |
Calendar | | Y | Y | Y |
Notes & History | | Y | Y | Y |
Companies | | Y | Y | Y |
Relationship Timeline | | Y | Y | Y |
Secondary Contacts | | Y | Y | Y |
In-Context Maps & Web Info | | Y | Y | Y |
Call Lists & Hot Leads | | Y | Y | Y |
Notifications & Alerts | | Y | Y | Y |
Act! Mobile App | | Y | Y | Y* |
Welcome Page - User Productivity Dashboard | | Y | Y | Y |
Mail Merge | | Y | Y | Y |
GROUPS & SEARCH | ||||
Search & Lookups | | Y | Y | Y |
Groups & Filters | | Y | Y | Y |
Dynamic Groups | | Y | Y | Y |
Advanced Queries | | Y | Y | Y |
OPPORTUNITY & PIPELINE MANAGEMENT | ||||
Opportunity Management | | Y | Y | Y |
Sales Process Management | | Y | Y | Y |
Products & Pricing | | Y | Y | Y |
Sales Pipeline Management View | | Y | Y | Y |
Sales KPIs - Standard & Custom | | Y | Y | Y |
Sales Opportunity Kanban Board | | Y | Y | Y |
Quotes | | Y | Y | Y |
REPORTING & ANALYTICS | ||||
Reporting | | Y | Y | Y |
Act! Insight -Dashboards & Analytics | | Y | Y | Y |
INTEGRATIONS | ||||
Office Integration - Export to Excel/Word | | Y | Y | Y |
Outlook Integration - Contacts/Calendar/Email | | Y | Y | Y |
Google Integration - Contacts/Calendar/Email | | Y | Y | Y |
Outlook & Google Integration for Apple Mac OS users | | Y | Cloud | -- |
Integration with Popular Apps | | Y | Cloud | Y* |
ADMINISTRATION & CUSTOMIZATIONS | ||||
Preferences | | Y | Y | Y |
User Management | | Y | Y | Y |
Layout Designer | | Y | Y | Y |
Custom Fields | | Y | Y | Y |
Multi-Factor Authentication | | Y | Y | Y |
| $10/user/mo | $10/user/mo | $10/user/mo | |
PLATFORM & TECHNOLOGY | ||||
Data Import | | Y | Y | Y |
API | | Y | Y | Y* |
Secure AWS Hosting | | Y | Cloud | -- |
Automatic Upgrades | | Y | Cloud | -- |
Nightly Backups | | Y | Cloud | -- |
Additional Desktop Sync/Activation (billed annually) | | $10/user/mo | $10/user/mo | -- |
Cloud Storage Included | 15Gb | 15Gb | -- | |
Additional Cloud storage per 5Gb (billed annually) | $4/mo | $4/mo | -- | |
ADD-ON PROGRAMS | ||||
| $22.50/user/mo | $22.50/user/mo | ||
| $22.50/mo | $22.50/mo | ||
| $22.50/mo | $22.50/mo | ||
| From $19/mo | From $19/mo | From $19/mo | |
*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE | ||||
CLICK TO SEE MARKETING AUTOMATION FEATURES
ACT! MARKETING AUTOMATION FEATURES
MARKETING AUTOMATION | | BASIC | SELECT | COMPLETE | ADVANCED |
MONTHLY COST (billed annually)* | Included | $49 Promo | $199 | $399 | |
Monthly Email Sends (unlimited contacts) | | 2,500 | 25,000 | 50,000 | 100,000 |
170+ Responsive Templates | | Y | Y | Y | Y |
Interactive Template Editor | | Y | Y | Y | Y |
Email Tracking & Metrics | | Y | Y | Y | Y |
Drip Marketing | | Y | Y | Y | Y |
Visual Workflow Designer | | Y | Y | Y | Y |
Campaign Calendar | | Y | Y | Y | Y |
Deliverability & Compliance Tools | | Y | Y | Y | Y |
AI Writing Assistant | | -- | Y | Y | Y |
Turnkey Campaigns | | -- | Y | Y | Y |
HTML Email Editor | | -- | Y | Y | Y* |
Social Sharing | | -- | Y | Y | Y |
Landing Pages | | -- | Y | Y | Y |
Surveys | | -- | Y | Y | Y |
Team Management | | -- | Y | Y | Y |
Response-Driven Nurture Marketing | | -- | Y | Y | Y |
Marketing Automation to CRM Workflow | | -- | -- | Y | Y |
Asset Tracking | | -- | -- | Y | Y |
Advanced Lead Capture | | -- | -- | Y | Y |
Lead Management & Scoring | | -- | -- | Y | Y |
Event Marketing | | -- | -- | Y | Y |
Website Activity Tracking | | -- | -- | Y | Y |
Progressive Profiling | | -- | -- | -- | Y |
A/B Testing | | -- | -- | -- | Y |
Add Email Sends 2,500/month (billed annually) | $15/mo limit 3 | $15/mo | $15/mo | $15/mo | |
Each Additional Domain (billed annually) | $50/mo | $50/mo | $50/mo | $50/mo | |
*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE | |||||
CLICK TO SEE SUPPORT FEATURES
ACT! SUPPORT FEATURES
Click Here for Act! Support Scope of Services
ACT! CUSTOMER SUPPORT | | STANDARD | ENHANCED |
MONTHLY COST (billed annually)* | Included | $10/User | |
Knowledgebase | | Y | Y |
Self-Service Portal (FAQs, Guides & Videos) | | Y | Y |
Act! Product Error Troubleshooting By Phone* | | Y | Y |
Live Chat* | | Y | Y |
Support Ticket Submission | | Y | Y |
Personalized Onboarding Session | | Y | Y |
Product Troubleshooting By Phone* | | -- | Y |
How-to / Feature Guidance By Phone* | | -- | Y |
Priority Queuing | | -- | Y |
Voicemail Call Back | | -- | Y |
Appointment Setting | | -- | Y |
Extended Hours Phone Support | | -- | Y |
Act! Support Professional Services** | | $175/hr | $175/hr |
*Act! Customer Support Hours M-F 8:30-8:00 Eastern **Each Professional Services session is billed a minimum of 1 hour, no pro-rations or partial hour billing NOTE 1: ActPlatinum.com offers Service Contracts that is at a lower hourly cost compared to Act! Support Professional Services NOTE 2: ActPlatinum.com Professional Services covers more than Act! Support - Please Review the Scope of Technical Support offered by Act! | |||
MORTGAGE CRM FOR ACT! PRODUCT FEATURES
NOTE: Images shown are Act! Premium Cloud with the Mortgage Database
CONTACT MANAGEMENT
BORROWERS, REFERRAL PARTNERS AND MORE
Keep the important details on your Borrowers, Co-Borrowers, Referral Partners, Lenders, Agents and Brokers. As well as the contact information for anyone else you do business with. This Mortgage CRM software is a central place for your business data to keep you and your team organized.
You also have all the standard CRM features of Notes, Histories, Activities and Calendars, Documents and more!
Keep your borrowers interest rate and other key watch items for easy reference and opportunity sourcing. In fact, the program has powerful search features and you can find any data anywhere in the database.
BORROWER PROFILE
BORROWER AND CO-BORROWER PERSONAL & FINANCIAL INFORMATION
Use the Mortgage CRM to capture personal information such as Birthdays, SSNs, Licenses and FICO scores. Enter the employment and income details and the program will create a total. Enter a max ratio and the program will calculate a max payment.
LOAN PIPELINE
DYNAMIC DASHBOARD TO TRACK YOUR LOANS IN PROCESS
See a visual depiction of your Mortgage Opportunities organized by stage with the actionable Sales Pipeline. You can quickly drag-and-drop tiles to progress each one through the associated stages to keep your loans moving to close. Use as is or easily customize for your unique loan sales and closing process.
Work on a specific loan file and stay on top of you Loan Origination Pipeline from application to funding. Track subject property details, loan information, key dates, and loan status. In addition, track loan interest rate, lock date and associated fees
Mortgage Brokers, Loan Officers, Assistants and Processors can all work on the same loan records. As well as share notes, make updates, see each file’s progress, and current stage of the loan process.
SCHEDULE MANAGEMENT
CALENDAR AND TASK LIST TO STAY PRODUCTIVE
One of the CRM’s key features is its ability to schedule activities and help you to focus and manage your time. Track and prioritize your meetings, calls, key loan dates, inspections, and other loan activities with your Contacts and stay productive. You will be able to set alarms and bring attention to important items so they are not overlooked.
Create activities and link them to Contacts and your loan Opportunities. Assign tasks to team members and view everyone’s schedule on a team calendar.
Your calendar can synchronize with Outlook or Google which is an included feature in the CRM.
EMAIL INTEGRATION
WITH OUTLOOK OR GOOGLE – LOG YOUR COMMUNICATIONS
The CRM includes email integration that captures your emails to and from your Contacts. This happens by using your email as normal – there is no need to bcc yourself that is required by some of the other competitors.
By using Outlook after sending or receiving an email the CRM immediately keeps the details in the history of the Contact record. These histories are kept even if the emails are deleted or moved from your email program.
By integrating with Outlook or Google you and your team can use the powerful features of syncing contacts, calendars, activities as well as inbound and outbound emails.
MARKETING AUTOMATION
MARKET TO YOUR CONTACTS – BASIC PLAN INCLUDED
You won’t need another email service because the CRM software has it built in. It eliminates the tedious process of exporting lists and importing results as it is all contained within your database. Even better is that the Basic plan with email campaigns is included so you can market right away.
Marketing automation helps you streamline the entire marketing process. This enhances your ability to generate new leads, close more loans, and add to your bottom line – all while freeing up your team to focus on other tasks. Send the right message at the right time – let people know when you have new rates or loan programs!
Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor
MOBILE APP – CRM ON THE GO
STAY ORGANIZED ON THE ROAD
Stay connected to key CRM details – add and update information from wherever you are with the Act! Premium Cloud Mobile App. Calendar and task management on-the-go. Add, edit, and manage opportunities. Utilize the proximity search radius to filter geo locations and associated contact records.
This Act! Premium Cloud mobile app is designed for iPhone, iPad, and Android devices. The Mobile App is at no extra charge and included as part of your Act! Premium Cloud CRM subscription.
You’re in good company with Mortgage CRM for Act!
SOME FINE PRINT…
Mortgage CRM Software Product Purchase Details
Act! Premium Cloud Bundle Purchase
After we receive your order for the Act! Premium Cloud subscription with the Mortgage Database we will have Act! start your Cloud account. Then we will upload the Mortgage Database to your account. When the Mortgage Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.
Act! Premium Cloud with Sync Bundle Purchase
After we receive your order for the Act! Premium Cloud with Sync subscription with the Mortgage Database we will have Act! start your Cloud account. Then we will upload the Mortgage Database to your account. When the Mortgage Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions. We will also include instructions for installing and restoring your offline client.
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 CRM 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.
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.