Real Estate Plus Mortgage CRM
Looking for CRM Software that is for both Real Estate and Mortgage? Does your company have real estate agents and loan officers? Our CRM for Real Estate and Mortgage empowers companies with tracking and sharing Buyer, Seller and Borrower transactions from leads to listing or purchase through funding. Helping you grow your business and manage your client and partner relationships.
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Real Estate Plus Mortgage CRM

CRM FOR REAL ESTATE PLUS MORTGAGE – A CUSTOMIZED ACT! V22 DATABASE*

*Act! v22 Growth Suite Subscriptions are Bundled (see below Price Chart) with the Real Estate PLUS Mortgage Database

Act! Growth Suite is an all-in-one CRM and Marketing Automation platform that provides real estate and mortgage professionals with what you need to run and grow your businesses.

CRM FOR REAL ESTATE and MORTGAGE PROFESSIONALS

CRM for Real Estate and Mortgage is designed for both residential real estate and mortgage professionals. Our Real Estate and Mortgage Database for Act! is a customized Act! v22 Growth Suite database for the real estate sales and lending industry.  It helps you take control of both your real estate and mortgage business and effectively manage your client relationships. 

WHY YOU SHOULD BUY  CRM for Real Estate and Mortgage helps you grow your business by attracting new clients and getting more from existing relationships.  And our simple, easy to use real estate and mortgage database is a great way to build and manage your client base, without having to pay a high cost or monthly fees for unused features. This vertical solution is a great start and a right fit for industry information and processes tailored for your needs. Additional customization can be made using Act! and without the need or expense of a programmer.

REAL ESTATE PLUS MORTGAGE PRODUCT FEATURES

(click on a topic to see more details)

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BUYERS, SELLERS, BORROWERS AND CONTACTS
Keep important contact details on your Buyers, Sellers, and Borrowers with referral information and key pre-qualification details.

 

You will also have the standard Act! CRM features of Notes, Histories, Activities, Calendars, Document Attachments, Secondary Contacts, Contact Relationships and More!

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PERSONAL INFO
Track Buyer, Seller, Borrower or Business Associate’s Spouse and Family information. You can also enter a Buyer’s Request items for property searches.

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BORROWER PROFILED
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.

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PROPERTY FLYER
Enter pictures, property description and features, then create an editable property flyer (requires compatible version of Microsoft Word) for your Property Listings.

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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.

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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.

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LEASING OPPORTUNITIES
Track your properties that turn into leasing opportunities, including lease terms, amounts and details.

CRM_for_Real_Estate_and_Mortgage_Track_Expenses_for_Property_Transactions

TRACK EXPENSES FOR EACH PROPERTY TRANSACTION
Track your expenses for each transaction, Act! will automatically calculate the total for you.

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Rich Contact Management

Keep rich contact details, emails, documents, notes, history, activities, social media updates, and more in one, easy to find place – the Act! contact record.

Groups and Companies

Organize similar contacts into groups and companies to deliver targeted communications.

Calendar and Activity Tracking

Track and prioritize meetings and activities associated with your contacts to stay productive. Benefit from alerts that keep you on top of your customer commitments.

Sales Process

Manage opportunities using an out-of-the-box process or one you customize to meet your internal sales process. You can create multiple custom processes for different types of products or services, even for different departments or divisions. Complete activities in each stage of the sales process to keep deals moving.

Opportunities Tracking

Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline.

Reports

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.

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Comprehensive Marketing Campaign Management
Optimize your customer lifecycle from initial engagement to retention and loyalty with automated outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns – all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path.

 

Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks.

 

Key Features: Email Marketing, Drip Marketing, Response-driven Nurture Marketing, Social Sharing

Visual Workflow Designer & Interactive Template Editor
Create beautiful, mobile-friendly email campaigns with the interactive template editor where you can customize colors and fonts, and add free, high-quality stock photos from a library of over 500,000 options. Start with one of 25 sample templates or import and edit your existing HTML templates with the WYSIWYG editor.

 

Setup custom nurture streams with the visual campaign workflow designer, providing a graphical representation of your communication flow. Preview email campaigns before sending with both mobile and desktop views to ensure your images and content render perfectly.

 

Key Features: Interactive Template Editor, WYIWYG Editor, Visual Workflow Designer, Mobile & Desktop Preview

Effective Lead Capture, Scoring & Nurturing
Grow your audience with effective lead capture forms and surveys that feed contacts and responses into Act! automatically. Advanced forms and surveys allow further actions in Act!. Notify Act! users and create Act! activities and opportunities automatically as recipients respond.

 

Identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up.

 

Key Features: Lead Forms, Surveys, Lead Scoring, Multi-stage Lead Profiling

Time-Saving CRM Workflow with Prioritized Sales Follow-up
Automate workflow between sales and marketing to maximize engagement at every phase of the customer journey. Watch as Act! Marketing Automation turns real-time response metrics into sales actions – alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys.

 

Key Features: CRM Workflow, Prioritized Sales Follow-up

Real-Time Response Metrics & Actionable Customer Insights
Understand what’s working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history. Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns.

 

Identify prospects on your website in real-time to engage with them when they are most interested, because web visits feed into lead scoring profiles and create activities for sales follow-up in Act! automatically.

 

Key Features: Real-time Campaign Metrics, A/B Testing, Website Activity Tracking & Analytics

Deliverability & Best Practices

Rest-assured your campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team to help you manage your sender reputation and achieve outstanding delivery rates. Plus, you’ll have access to numerous helpful tools for GDPR compliance, spam analysis, managing opt-outs, and so much more.

 

Get started with ease, because you get concierge service from onboarding experts who help you get set up, logged in, and started right away. Fast-track your success with expert guidance around sender reputation, inbox delivery rates, and other essential deliverability topics.

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Dynamic Sales Pipeline Management

Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline view featuring in-context KPIs, an interactive sales funnel, an actionable sales pipeline with drag-and-drop, and advanced filtering.

Insight Dashboards

See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards – a valuable active subscriber benefit!

Act! Companion

Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone, iPad, and Android. Best part, Act! Companion is included in your Act! Growth Suite subscription at no extra charge!

Act! Connect

Connect with hundreds of popular apps that extend the power and reach of Act! Growth Suite – a valuable subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! CRM and the apps of your choice. Let Act! Connect do the heavy lifting, while you enjoy the benefits of enriched customer data.

WHAT YOU WILL GET  Act! is more powerful and effective than e-mail and spreadsheet solutions, but easier to use, quicker to get up and running, and less costly and complex than other Customer Relationship Management (CRM) solutions.  Your purchase includes a 1 year subscription to Act! Growth Suite and the customized database for Real Estate PLUS Mortgage.  

All Act! Growth Suite Plans Include:

  • Full-Featured, Everywhere Access CRM
  • Act! Cloud Hosting or Self-Hosting Options
  • Powerful Marketing Automation
  • Convenient Act! Companion Mobile App
  • Act! Technical Support
  • Exclusive Act! Insider Membership Benefits

REAL ESTATE PLUS MORTGAGE DATABASE + ACT! GROWTH SUITE BUNDLE OPTIONS

Real Estate + Mortgage Prefessional

$ 50USD Mo
  • Account Billed Annually:
  • Additional User Cost:$50 user/mo/Billed Annually
  • Includes Act! CRM:
  • Email Marketing:25,000/month
  • Interactive Template Editor:
  • Mobile & Desktop Preview:
  • Social Sharing:
  • Landing Pages & Lead Capture:
  • Surveys:
  • Drip Marketing:
  • Visual Workflow Designer:
  • Real-Time Campaign Metrics:
  • Marketing Calendar:
  • Deliverability & Compliance Tools:
  • Getting Started Concierge Call for Marketing Automation:
  • CRM Workflow:-
  • Nurture Marketing:-
  • HTML Email Editor:-
  • Advanced Lead Capture & Surveys:-
  • Lead Management & Scoring:-
  • Event Marketing:-
  • Website Activity Tracking:-
  • Asset Tracking:-
  • A/B Testing:-
  • Progressive Profiling:-
  • Deliverability & Marketing Consulting Services:$150/hr
  • Additional 2,500 Email Sends per Month:$15
  • Additional Domain (per Domain, per Month):$50
  • Includes Act! Technical Support:Standard

Real Estate + Mortgage Premier

$ 90USD Mo
  • Account Billed Annually:
  • Additional User Cost:$90 user/mo/Billed Annually
  • Includes Act! CRM:
  • Email Marketing:50,000/month
  • Interactive Template Editor:
  • Mobile & Desktop Preview:
  • Social Sharing:
  • Landing Pages & Lead Capture:
  • Surveys:
  • Drip Marketing:
  • Visual Workflow Designer:
  • Real-Time Campaign Metrics:
  • Marketing Calendar:
  • Deliverability & Complian Call for Marketing Automation:
  • Getting Started Concierge Call for Marketing Automation:
  • CRM Workflow:
  • Nurture Marketing:
  • HTML Email Editor:
  • Advanced Lead Capture & Surveys:
  • Lead Management & Scoring:
  • Event Marketing:
  • Website Activity Tracking:
  • Asset Tracking:
  • A/B Testing:
  • Progressive Profiling:-
  • Deliverability & Marketing Consulting Services:$150/hr
  • Additional 2,500 Email Sends per Month:$15
  • Additional Domain (per Domain, per Month):$50
  • Includes Act! Technical Support:Premier

Real Estate + Mortgage Ultimate

$ 200USD Mo
  • Account Billed Annually:
  • Additional User Cost:$200 User/mo/Billed Annually
  • Includes Act! CRM:
  • Email Marketing:100,000/month
  • Interactive Template Editor:
  • Mobile & Desktop Preview:
  • Social Sharing:
  • Landing Pages & Lead Capture:
  • Surveys:
  • Drip Marketing:
  • Visual Workflow Designer:
  • Real-Time Campaign Metrics:
  • Marketing Calendar:
  • Deliverability & Compliance Tools:
  • Getting Started Concierge Call for Marketing Automation:
  • CRM Workflow:
  • Nurture Marketing:
  • HTML Email Editor:
  • Advanced Lead Capture & Surveys:
  • Lead Management & Scoring:
  • Event Marketing:
  • Website Activity Tracking:
  • Asset Tracking:
  • A/B Testing:
  • Progressive Profiling:
  • Deliverability & Marketing Consulting Services:
  • Additional 2,500 Email Sends per Month:$15
  • Additional Domain (per Domain, per Month):$50
  • Includes Act! Technical Support:Ultimate
ACT! GROWTH SUITE COMPARISON
  • Account Billed Annually:
  • Additional User Cost:
  • Includes Act! CRM:
  • Email Marketing:
  • Interactive Template Editor:
  • Mobile & Desktop Preview:
  • Social Sharing:
  • Landing Pages & Lead Capture:
  • Surveys:
  • Drip Marketing:
  • Visual Workflow Designer:
  • Real-Time Campaign Metrics:
  • Marketing Calendar:
  • Deliverability & Compliance Tools:
  • Getting Started Concierge Call for Marketing Automation:
  • CRM Workflow:
  • Nurture Marketing:
  • HTML Email Editor:
  • Advanced Lead Capture & Surveys:
  • Lead Management & Scoring:
  • Event Marketing:
  • Website Activity Tracking:
  • Asset Tracking:
  • A/B Testing:
  • Progressive Profiling:
  • Deliverability & Marketing Consulting Services:
  • Additional 2,500 Email Sends per Month:
  • Additional Domain (per Domain, per Month):
  • Includes Act! Technical Support:
  • Account Billed Annually:
  • Additional User Cost:$50 user/mo/Billed Annually
  • Includes Act! CRM:
  • Email Marketing:25,000/month
  • Interactive Template Editor:
  • Mobile & Desktop Preview:
  • Social Sharing:
  • Landing Pages & Lead Capture:
  • Surveys:
  • Drip Marketing:
  • Visual Workflow Designer:
  • Real-Time Campaign Metrics:
  • Marketing Calendar:
  • Deliverability & Compliance Tools:
  • Getting Started Concierge Call for Marketing Automation:
  • CRM Workflow:-
  • Nurture Marketing:-
  • HTML Email Editor:-
  • Advanced Lead Capture & Surveys:-
  • Lead Management & Scoring:-
  • Event Marketing:-
  • Website Activity Tracking:-
  • Asset Tracking:-
  • A/B Testing:-
  • Progressive Profiling:-
  • Deliverability & Marketing Consulting Services:$150/hr
  • Additional 2,500 Email Sends per Month:$15
  • Additional Domain (per Domain, per Month):$50
  • Includes Act! Technical Support:Standard
  • Account Billed Annually:
  • Additional User Cost:$90 user/mo/Billed Annually
  • Includes Act! CRM:
  • Email Marketing:50,000/month
  • Interactive Template Editor:
  • Mobile & Desktop Preview:
  • Social Sharing:
  • Landing Pages & Lead Capture:
  • Surveys:
  • Drip Marketing:
  • Visual Workflow Designer:
  • Real-Time Campaign Metrics:
  • Marketing Calendar:
  • Deliverability & Complian Call for Marketing Automation:
  • Getting Started Concierge Call for Marketing Automation:
  • CRM Workflow:
  • Nurture Marketing:
  • HTML Email Editor:
  • Advanced Lead Capture & Surveys:
  • Lead Management & Scoring:
  • Event Marketing:
  • Website Activity Tracking:
  • Asset Tracking:
  • A/B Testing:
  • Progressive Profiling:-
  • Deliverability & Marketing Consulting Services:$150/hr
  • Additional 2,500 Email Sends per Month:$15
  • Additional Domain (per Domain, per Month):$50
  • Includes Act! Technical Support:Premier
  • Account Billed Annually:
  • Additional User Cost:$200 User/mo/Billed Annually
  • Includes Act! CRM:
  • Email Marketing:100,000/month
  • Interactive Template Editor:
  • Mobile & Desktop Preview:
  • Social Sharing:
  • Landing Pages & Lead Capture:
  • Surveys:
  • Drip Marketing:
  • Visual Workflow Designer:
  • Real-Time Campaign Metrics:
  • Marketing Calendar:
  • Deliverability & Compliance Tools:
  • Getting Started Concierge Call for Marketing Automation:
  • CRM Workflow:
  • Nurture Marketing:
  • HTML Email Editor:
  • Advanced Lead Capture & Surveys:
  • Lead Management & Scoring:
  • Event Marketing:
  • Website Activity Tracking:
  • Asset Tracking:
  • A/B Testing:
  • Progressive Profiling:
  • Deliverability & Marketing Consulting Services:
  • Additional 2,500 Email Sends per Month:$15
  • Additional Domain (per Domain, per Month):$50
  • Includes Act! Technical Support:Ultimate

Real Estate + Mortgage Prefessional

$ 50USD Mo

Real Estate + Mortgage Premier

$ 90USD Mo

Real Estate + Mortgage Ultimate

$ 200USD Mo