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
Real Estate and Mortgage CRM
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
PERSONAL PROFILE
BORROWER PROFILE
SALES PIPELINE
TRANSACTION DETAILS
LOANS IN PROCESS
MULTIPLE OFFERS
EXPENSE TRACKING
LEASE MANAGEMENT
ACTIVITIES AND CALENDARS
EMAIL INTEGRATION
GROUPS AND COMPANIES
MARKETING AUTOMATION
DASHBOARDS AND REPORTS
COMPANION MOBILE APP
CONNECT LINK API
ACT! VIDEO TRAINING
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:
Self-Hosted Act! Premium – With the Act! Premium On-Premise (Self-Hosted) CRM product you have the security and control of an on-premises solution where you deploy and manage the software. Namely you host your own data on your network with your server(s) and/or computer(s). You have complete control in applying updates and upgrades.
Act! Premium Hosted – With the Act! Premium Hosted bundle your database will be hosted by Remote Tech Group, in fact Act!’s #1 Hosting Provider. You will have access via web browser and you can also have an offline client (local windows install). This remote syncs with the hosted database for online and offline access. Includes Scheduled Upgrades and most importantly upgrade when it is convenient for your company.
Act! Premium Cloud – With the Act! Premium Cloud 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. Includes Automatic Upgrades.
REAL ESTATE AND MORTGAGE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE PRICING
Self-Hosted Act! Premium Bundle
SELF-HOSTED
- US$5401 Year
-
Self-Hosted Bundle Price/User
($45/user/month paid annually)
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
Act! Premium Hosted Bundle
HOSTED
- US$5401 Year
-
Hosted Bundle Price/User
($45/user/month paid annually)
PREMIUM HOSTED INCLUDES:
- Hosting w/#1 Act! Hosting Company
- Cloud with Windows Sync Access
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
Act! Premium Cloud Bundle
CLOUD
- US$5401 Year
-
Cloud w/Sync Bundle Price/User
($45/user/month paid annually)
PREMIUM CLOUD w/SYNC INCLUDES:
- Hosting with Act!
- Cloud with Windows Sync Access
- 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
Self-Hosted Act! Premium Bundle Purchase
Once we receive 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 that has been issued we will then send you an email with links to download the Real Estate and Mortgage Database and database restore instructions.
Act! Premium Hosted Bundle Purchase
After we receive your order for the Act! Premium Hosted subscription bundle with the Real Estate and Mortgage Database we will then upload the Real Estate and Mortgage Database to your Hosted account. Once the Real Estate and Mortgage Database has been uploaded you will then receive an email from sales@actplatinum.com that the database is ready for you to login.
Act! Premium Cloud Bundle Purchase
Act! requires a credit card on file for your Act! Premium Cloud subscription service and is used for additional purchases or renewals. When you select to BUY this bundle you will be taken to our online store. You will purchase the $60 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.
*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.