Real Estate and Mortgage CRM Software | Features and Pricing
Real Estate and Mortgage CRM for agents & brokers to track and share Buyer, Seller and Borrower info from leads to purchase through funding.
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Real Estate and Mortgage CRM

REAL ESTATE PLUS MORTGAGE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*

*Act! Premium v24 Subscription is required and are Bundled with the Real Estate PLUS Mortgage CRM Database in the Price Chart below

Act! is a CRM platform that provides real estate and mortgage pros with what you and your team need to stay organized.  Most importantly to run and grow your real estate as well as mortgage lending business.

WHY REAL ESTATE and MORTGAGE CRM?

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.

 

Key Features: Cloud, On-Premise or a Combo of Both | Microsoft Office Integration | Scheduling | Buyers, Sellers, Borrowers, Loans and Transactions Tracking | Pipeline Management | Mobile App

WHY YOU SHOULD BUY REAL ESTATE PLUS MORTGAGE FOR ACT!

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.

 

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.

WHAT YOU WILL GET WITH THE REAL ESTATE PLUS MORTGAGE FOR ACT!

Act! is more powerful and effective than e-mail and spreadsheet solutions. But Act! is easier to use and quicker to get up and running.  Also it is less costly as well as less complex than other Customer Relationship Management (CRM) solutions. Purchase your bundle now and get a 1 year subscription to Act! and the custom database for Real Estate and Mortgage.

PRODUCT FEATURES FOR THE REAL ESTATE AND MORTGAGE CRM FOR ACT!

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CONTACT MANAGEMENT

Real Estate PLUS Mortgage CRM Contact Details

BUYERS, SELLERS, BORROWERS AND CONTACTS
Real Estate PLUS Mortgage CRM keeps important contact details on your Buyers, Sellers and Borrowers.  As well as anyone else you do business with.  In other words a central place to keep you and your team organized.

 

Also store all important with referral information and key pre-qualification or financing details.  

You will also have all the standard Act! CRM Features.  Namely Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, as well as Contact Relationships and More!  In addition the program has powerful search features.  Quickly find a client and more.  In addition search on endless criteria and find exactly what you’re looking for. In fact you will be able to find any data and in any place within the database.

PERSONAL PROFILE

Real Estate PLUS Mortgage CRM Personal Profile

PERSONAL INFO
Track your Client’s spouse and family information.  For instance names and birthdays.  As well as add a photo to their profile.  You can also enter a Buyer’s Request items for property searches.

BORROWER PROFILE

Real Estate PLUS Mortgage CRM Borrower Profile

BORROWER PROFILE
Mortgage CRM stores Birthdays, Social Security Numbers, FICO Scores and more. Also enter their Employer and income details. In addition Act! will sum up the Total Income.  As well as enter a Max Ratio and it will create a Max Payment.

PROPERTY FLYERS

Real Estate PLUS Mortgage CRM Property Profile Flyer

PROPERTY FLYER
With Real Estate CRM you can add pictures, property description and features.  Then create an editable property flyer with Microsoft Word for a Property Listing.

SALES PIPELINE

Real Estate PLUS Mortgage CRM Sales Pipeline

PIPELINE DASHBOARDS TO TRACK YOUR LISTINGS, PURCHASES, LOANS AND LEASES
See a visual representation of your Property and Loan opportunities organized by sales stage with the actionable Sales Pipeline. Drag-and-drop opportunity tiles to progress deals through stages. Drill into any opportunity for more detail and work on a specific transaction. Manage every stage of your sales, purchases, loans and leases, completing stages of the process to keep opportunities moving to close.

TRANSACTION DETAILS

Real Estate PLUS Mortgage CRM Property Transaction Details

PROPERTY TRANSACTIONS AND/OR LOANS
Real Estate PLUS Mortgage CRM uses the Opportunities in Act! to track property transactions including listings, purchases and leases. As well as manage loan information from application to funding. Also keep important property details, property financials, process dates and status. In addition enter your real estate commission percentage and Act! will automatically calculate the commission $ amount and totals for the transaction. Above all stay on top of your deals at every stage of your sales pipeline.

LOANS IN PROCESS

Real Estate PLUS Mortgage CRM Loan Processing

LOAN IN PROCESS
With Real Estate PLUS Mortgage CRM you enter the details on First, Second as well as any Existing Loans for each transaction. In addition keep track of loan interest rate, lock date and associated loan fees.

MULTIPLE OFFERS

Real Estate PLUS Mortgage CRM Track Multiple Offers

MULTIPLE OFFER TRACKING FOR PROPERTY TRANSACTIONS
Use the Offers Tab to track an offer or multiple offers.  For instance the dates, amounts and status. Specifically note the Key Points in order to determine the strength of each offer.

EXPENSE TRACKING

Real Estate PLUS Mortgage CRM Expense Tracking

TRACK EXPENSES FOR EACH PROPERTY TRANSACTION
Track each and every expense for your listings or real estate activities.   Act! will take the amounts and create the total for you.

LEASE MANAGEMENT

Real Estate PLUS Mortgage CRM Lease Management

LEASING OPPORTUNITIES
With Real Estate CRM keep track of your properties that then turn into leasing opportunities.  In addition include the lease terms, amounts and details.

ACTIVITIES AND CALENDARS

Act! CRM Scheduling Activities with Calendar and Task List Views

CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE

One of the key features of Act! is its ability to schedule and help you manage your day. Track and prioritize meetings, calls, property tours, lease dates and loan activities associated with your contacts to stay productive.  In addition relate your tasks to one or multiple contacts, transactions, companies and/or groups.  Also set alerts to keep you on top of your scheduled items.

EMAIL INTEGRATION

Real Estate PLUS Mortgage CRM Email Integration

EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS

Email integration lets you capture your emails to and from your contacts.  In fact this all happens by using your email as normal.  By using Outlook after sending or receiving an email Act! immediately keeps the details in the history of the contact record.  Even if the emails are deleted or moved from your email program.

 

In addition with Outlook or Google you and your team can use the powerful features such as syncing contacts, calendars, activities as well as inbound and outbound emails.

GROUPS AND COMPANIES

Act! CRM Data Segmentation with Groups Lists Companies and Accounts

GROUPS AND LISTS ORGANIZE YOUR CONTACTS

You can create Groups as a way of categorizing, organizing and managing your contacts.  The contacts within a group could have a specific association, such as a loan program, region, property, or a random association.  You also can define rules to automatically add members to the Group. In addition Marketing Automation uses Groups for targeting your communications.

COMPANIES AND ACCOUNTS ORGANIZE YOUR CONTACTS
Companies let you track contacts associated with a company and provides other benefits for managing the information. In addition you can view the associated contacts, activities, notes, opportunities, and histories in a comprehensive view all on the Company record.

MARKETING AUTOMATION

Real Estate PLUS Mortgage CRM Includes Marketing Automation

REAL ESTATE PLUS MORTGAGE CRM INCLUDES BASIC MARKETING AUTOMATION

You won’t need another email service because Act! has it built in.  In addition eliminate the process of exporting lists or importing results. Even better is that the Basic plan is also part of your Act! subscription.

 

This feature helps with initial engagement then to retention and finally but most importantly build loyalty with your contacts.  Optimize your message and outreach in each step with email marketing.  Most of all let people know when you have a new listing or new loan program!

Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor

DASHBOARDS AND REPORTS

Real Estate PLUS Mortgage CRM Dashboards and Reports

CONFIGURABLE INSIGHT DASHBOARDS

See dynamic as well as visual snapshots of real-time metrics covering sales productivity and performance.  Also sales pipeline health and win/loss analysis, and more with interactive, graphical dashboards.

REPORTS & EXPORT TO EXCEL

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.  In addition Act! List Views have an Export to Excel feature.  This is where you also produce an Excel spreadsheet with the click of a button.

COMPANION MOBILE APP

Act! Companion Mobile App

ACT! COMPANION MOBILE APP

In addition stay connected to key Act! details from wherever you are with Act! Companion.  This native mobile CRM app is designed for iPhone, iPad, and Android.  Act! Companion is also included in your Act! subscription and at no extra charge.

CONNECT LINK API

Act! Premium Act! Connect Link API

ACT! CONNECT LINK

Connect with hundreds of popular apps that extend the power and reach of Act! with the also included Act! Connect Link that uses Act!’s API. Get started with a few simple steps, then watch as Act! Connect moves info between Act! CRM and the apps of your choice. In sum let Act! Connect do the heavy lifting, all while you enjoy the benefits of enriched customer data.

 

For example you can link Act! and Zillow using Zapier:  https://zapier.com/apps/zillow/integrations/act-premium

Also another example is to link Act! and Lending Pad using Zapier:  https://zapier.com/apps/lendingpad/integrations/act-premium

 

Check out more apps that connect to Act!:  https://zapier.com/apps/act-premium/integrations

ACT! VIDEO TRAINING

Act! Subscriptions Includes Act! Software Video Training

ACT! VIDEO TRAINING LIBRARIES ARE INCLUDED
The Act! Video Training Libraries are a great overview of the Act! programs.  Above all it is a good way to learn general features and use. In addition every video is typically less than 5 minutes to keep them short and to the point.

 

The training videos are a convenient way to learn. In fact videos are accessible and available to your employees. Specifically anytime, anywhere, and on any device.

REAL ESTATE AND MORTGAGE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS

(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

Select the Act! product that is right for you:

 

Act! Premium Cloud – The Act! Premium Cloud is a Cloud-based product and where your database will be hosted by Act!.  You will have access via web browser as well as the mobile app.

 

Act! Premium Cloud with Sync – With the Act! Premium Cloud with Sync bundle your database will be hosted by Act!.  You will have access via web browser, mobile app and you can also have an offline client (local windows install).  This remote syncs with the hosted database for online and offline access.

 

Self-Hosted Act! Premium On-Premises – In contrast to the other options, with the Act! Premium On-Premises (Self-Hosted) CRM product you are in control of your system.  Namely you host your own data on your network with your server(s) and/or computer(s).

Act! Premium Cloud Bundle
  • CLOUD

  • US$4991 Year
  • Cloud Bundle Price/User

     

    PREMIUM CLOUD INCLUDES:

    • Hosting with Act!
    • Act! Cloud Only Access
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

Act! Premium Cloud w/Sync Bundle
  • CLOUD w/SYNC

  • US$4991 Year
  • Cloud w/Sync Bundle Price/User

     

    CLOUD w/SYNC INCLUDES:

    • Hosting with Act!
    • Cloud and Windows Access
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

Self-Hosted Act! Premium Bundle
  • SELF-HOSTED

  • US$4991 Year
  • Self-Hosted Bundle Price/User

     

    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

SOME FINE PRINT…

Product Purchase and Delivery

Act! Premium Cloud Bundle Purchase

Act! requires a credit card on file for your Act! Premium Cloud subscription service.  When you select to BUY this bundle you will be taken to our online store.  You will purchase the $139 database portion of the bundle, then shortly thereafter Act! will send you a link to purchase the $360*/user/year subscription. Once the Act! subscription has been paid we will upload the Real Estate and Mortgage Database to your account.  When the Real Estate and Mortgage Database is active on your account we will then send you an email letting you know it is ready for use.

 

Act! Premium Cloud with Sync Bundle Purchase

Act! requires a credit card on file for your Act! Premium Cloud with Sync subscription service.  When you select to BUY this bundle you will be taken to our online store.  You will purchase the $19 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 Real Estate and Mortgage Database to your account.  When the Real Estate and Mortgage Database is active on your account we will then send you an email letting you know it is ready for use.

 

Self-Hosted Act! Premium Bundle Purchase

Once we get your order for the Act! Premium Self-Hosted subscription with the Real Estate and Mortgage Database we will then have Act! issue your license.  After this has been issued we will send you an email with links to download the Real Estate and Mortgage Database and database restore instructions.

*Act! may charge sales tax on your subscription service.

New Act! Subscription Customers Only

The Real Estate and 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.

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