Looking for a Mortgage CRM Software? Our CRM for Mortgage empowers brokers and loan officers with tracking leads, referrals, borrowers, rates, loans and has email marketing. CRM designed for loan officers and mortgage professionals that helps you grow your business and manage your relationships and loans in process.
Buy CRM for Mortgage at: http://www.actplatinum.com/Merchant2/merchant.mvc?Screen=CTGY&Category_Code=MORTGAGE_CRM
Act! is the #1 best-selling Contact & Customer Manager, trusted by individuals, teams, and companies for over 25 years. Act! is for Everyone, and especially for Mortgage Professionals!
Act! is based on Contacts - you know - the people you do business with...
Leads, Prospects, Borrowers,
Lenders, Investors, Agents,
Brokers, Builders, HOAs,
Realtors, Title, Insurance,
Appraisers, Inspectors, Contractors
But most importantly Your Customers.
Act! helps you keep track of all that valuable information about your relationships in a single, organized view. With the Act! Database customized for Mortgage Professionals, Store basic contact details for borrowers and co-borrowers, their personal and employment information. Identify if they are an active Borrower, referral information, any watch rates or dates, their pre-qualification details and it can calculate a quick income ratio with max payment.
Store contact details and associated notes, history, emails, activities, sales, works with office, webs apps, popular websites and social media, and has powerful search features to find the information when you need it. Act! is your business's information center.
The customized Opportunities area is where you will manage your Mortgage transactions. You will be able to keep multiple transactions for your customers. Each transaction can contain the Property address, loan information and loan details and store key dates for the loan in process.
Use the Calendars to keep track of your schedule - you'll have Monthly, Weekly and Daily Views so follow-up is simple.
All of your contacts can be organized into groups and segment your database.
You can also create Companies to bring together the related contacts into a single view.
Check out your results with Act's Dashboards and over 50 Reports. And with any of the Act! list views you'll have the one click Export to Excel feature for quick and easy reporting.
Take your Act! on the Go by Synchronizing a laptop or with the Premium version by using the Web or Web Mobile access.
Don't worry about building your team or your company, Act! grows with your business and adding users is easy!
And Act helps you grow your business - Market like a pro and send professional looking emails to a targeted segment of your database - let people know when you have a new loan program, refinance specials, rate decreases, events or newsletters - then watch the results come in!
Now the only place to buy Act! with the customized for Mortgage database is at www.actplatinum.com - the number #1 Diamond Select Partner in the US and where you will find the latest sales, promotions and coupons.
So Get Act! and Get Growing!