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This product is for customers purchasing an Act! Premium Subscription or those currently on an Act! Premium Hosted, Act! Premium Self-Hosted or Act! Growth Suite Subscription who want to add an industry specific database.
Specifically designed for residential real estate and lending professionals.
Real Estate and Mortgage Database for Act! is a customized Act! Premium CRM v24 database for the residential real estate buying, selling and lending industry. Centralize Buyer, Seller, Borrower, Real Estate Transactions and Loans in Process for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for real estate agents and mortgage professionals.
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Your purchase includes 1 download of the Residential Real Estate PLUS Mortgage Database and restore instructions. You will also be given a link to instructions for importing an existing Act! database to the Residential Real Estate PLUS Mortgage Database. If you need help with importing, services are available at an additional cost.
You will need to purchase 1 per account.
TRY BEFORE YOU BUY – Click Here to to go to our online test drive of the Residential Real Estate PLUS Mortgage Database.
|CRM FOR REAL ESTATE BUYERS, SELLERS AND CONTACTS||Keep important contact details on your Buyers & Sellers, referral information and the key Buyer Request items for property searches.
You will also have the standard Act! CRM Features of Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, Contact Relationships and More!
|Track Buyer, Seller or Business Associate’s Birthday, Family information and a profile picture or business card image.|
|BORROWER PROFILE||Keep a profile on your Borrowers and Co-Borrowers with FICO Scores, Employer and Income details. Act! will automatically calculate the Total Income, enter a Max Ratio and it will calculate a Max Payment. Store important Watch List items such as ARM Expiration and Current Interest Rate.|
|PROPERTY FLYER||Enter pictures, property description and features, then create an editable property flyer (requires compatible version of Microsoft Word) for your Property Listings.|
|PROPERTY TRANSACTIONS AND/OR LOANS||Use the Opportunities in Act! to track property transactions including listings, purchases and leases as well as manage loan information from application to funding. Keep important property details, property financials, process dates and status. Enter your real estate commission percentage and Act! will automatically calculate the commission $ amount and totals for the transaction. Stay on top of your deals at every stage of your sales pipeline.|
|LOAN INFO||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.|
|LEASING OPPORTUNITIES||Track your properties that turn into leasing opportunities, including lease terms, amounts and details.|
|TRACK EXPENSES FOR EACH PROPERTY TRANSACTION||Track your expenses for each transaction, Act! will automatically calculate the total for you.|