Real Estate and Mortgage CRM Trial | Act! CRM Authorized Partner
Real Estate and Mortgage CRM Trial Try the customized, industry specific, Real Estate PLUS Mortgage vertical database for Act! Software.
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Real Estate and Mortgage CRM Trial

Real Estate AND Mortgage CRM Trial – Online Test Drive

Fill out the form below and access the Real Estate PLUS Mortgage CRM Trial to test the customized real estate plus mortgage database solution for Act!.

REAL ESTATE PLUS MORTGAGE CRM TRIAL
ONLINE TEST DRIVE

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ABOUT OUR TEST DRIVES

Our Real Estate and Mortgage CRM Trial is an online test drive.  The test drive consists of a sample database being hosted on Act! for Web*.  In fact with no download or installation required.  You will be able to interact with the components of the database.  But please be aware that this is a public site so PLEASE DO NOT ENTER ANY ACTUAL CUSTOMER INFORMATION.

 

Once you sign up for the online test drive  a link with the login details displays. The user you will login with is a standard user of the database.  So they will not have administrative functions available.

 

By purchasing the database you will be the administrative user.  And have a database that will work with your Act! subscription**.  Also used with the Act! Hosting service or can be Self-Hosted.

 


*OUR TEST DRIVES ARE ON A TEST ENVIRONMENT AND FOR TESTING PURPOSES ONLY.  THE TEST DRIVE PERFORMANCE IS NOT A REPRESENTATION OF THE ACT! CLOUD SERVICE.

 

**ACT! SUBSCRIPTIONS ARE BUNDLED WITH THE REAL ESTATE PLUS MORTGAGE DATABASE.

Real Estate and Mortgage CRM Trial - Real Estate and Mortgage CRM Product PageREAL ESTATE AND MORTGAGE CRM – PRODUCT PAGE
Real Estate PLUS Mortgage CRM for Act! is a customized Act!  database for the residential real estate and lending industry. Capture information for your Buyers, Sellers, Borrowers, Property Transactions and Loans.

WHY REAL ESTATE AND MORTGAGE CRM TRIAL?

Real Estate and Mortgage CRM is designed for both residential real estate agents and mortgage brokers. Our Real Estate PLUS Mortgage Database for Act! is a custom database for the new Act! v24 and therefore the real estate sales and lending industry.  So take control of both your real estate and mortgage business by using Act! and above all effectively manage your client relationships. In addition track property sales, purchases, loans and more.  Share Buyer, Seller and Borrower info from leads to purchase through funding. Over all Real Estate and Mortgage CRM enables you to provide first rate service for your clients and prospects.

 

Real Estate and 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 real estate plus 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.

 

Real Estate and Mortgage CRM Grows with Your Business

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 Agent, 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.

Real Estate and Mortgage CRM Trial – Try it out Now!