crm software for mortgage professionals - act software
TRANSCRIPT
![Page 1: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/1.jpg)
Hi Everyone, I’m Page Swift
![Page 2: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/2.jpg)
Act! CRM Software is #1
![Page 3: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/3.jpg)
Act! is for everyone…
![Page 4: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/4.jpg)
and especially for Mortgage Professionals!
![Page 5: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/5.jpg)
Act! is based on Contacts – the people you do business with.
![Page 6: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/6.jpg)
Leads, Prospects, Borrowers,
![Page 7: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/7.jpg)
Lenders, Investors, Agents,
![Page 8: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/8.jpg)
Brokers, Builders, HOAs,
![Page 9: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/9.jpg)
Realtors, Title, Insurance,
![Page 10: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/10.jpg)
Appraisers, Inspectors, Contractors…
![Page 11: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/11.jpg)
…well you get the idea…
![Page 12: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/12.jpg)
most importantly Your Customers!
![Page 13: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/13.jpg)
Act! helps you keep track of all that valuable information about your relationships in a single,
organized view.
![Page 14: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/14.jpg)
With the Act! Database customized for Mortgage Professionals,
![Page 15: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/15.jpg)
store basic Contact details for Borrowers and Co‐Borrowers,
![Page 16: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/16.jpg)
their personal information,
![Page 17: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/17.jpg)
And employment information,
![Page 18: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/18.jpg)
Identify if they are an active Borrower, referral information,
![Page 19: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/19.jpg)
any watch rates or dates,
![Page 20: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/20.jpg)
their pre‐qualification details,
![Page 21: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/21.jpg)
and it can calculate a quick income ratio with max payment.
![Page 22: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/22.jpg)
Store Contact Details and associated Notes
![Page 23: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/23.jpg)
Histories
![Page 24: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/24.jpg)
Emails
![Page 25: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/25.jpg)
Activities
![Page 26: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/26.jpg)
Sales
![Page 27: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/27.jpg)
works with Microsoft Office
![Page 28: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/28.jpg)
and Web Applications
![Page 29: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/29.jpg)
all of the popular Websites
![Page 30: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/30.jpg)
and Social Media
![Page 31: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/31.jpg)
Act! has powerful Search features
![Page 32: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/32.jpg)
to find the information
![Page 33: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/33.jpg)
when you need it!
![Page 34: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/34.jpg)
Act! is your business’ information center!
![Page 35: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/35.jpg)
The customized Opportunities area is where you will
![Page 36: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/36.jpg)
manage your Mortgage Loan transactions.
![Page 37: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/37.jpg)
You will be able to keep multiple transactions for your customers.
![Page 38: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/38.jpg)
Each transaction will contain the Property Address,
![Page 39: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/39.jpg)
loan information,
![Page 40: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/40.jpg)
loan details,
![Page 41: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/41.jpg)
and store key dates for the loan in process.
![Page 42: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/42.jpg)
Use the Calendars to keep track of your schedule ‐
![Page 43: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/43.jpg)
you’ll have Monthly, Weekly and Daily views so follow‐up is easy!
![Page 44: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/44.jpg)
All of your Contacts can be organized into Groups and segment your database.
![Page 45: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/45.jpg)
You can also create Companies to bring together the related Contacts into a single view.
![Page 46: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/46.jpg)
Check out your results with Act!’sDashboards
![Page 47: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/47.jpg)
and over 50 Reports.
![Page 48: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/48.jpg)
And with any of the Act! list views you’ll have the one click Export to Excel feature for quick and easy
reporting.
![Page 49: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/49.jpg)
Take your Act! on the Go!By synchronizing a laptop
![Page 50: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/50.jpg)
or with the Premium version by using the Web or Web Mobile access.
![Page 51: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/51.jpg)
Don’t worry about growing your TEAM
![Page 52: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/52.jpg)
or your COMPANY,
![Page 53: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/53.jpg)
Act! grows with your business and adding users is easy!
![Page 54: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/54.jpg)
And Act helps you grow your business ‐ it now includes basic Email Marketing.
![Page 55: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/55.jpg)
Market like a pro and send professional looking emails to a targeted segment of your database.
![Page 56: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/56.jpg)
Let people know when you have New Loan Programs, Refinance Specials, Rate Decreases,
Event or Newsletter ‐
![Page 57: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/57.jpg)
then watch the results come in!
![Page 58: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/58.jpg)
Now the only place to buy Act! with the customized for Mortgage database is at
www.actplatinum.com ‐
![Page 59: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/59.jpg)
the number #1 Diamond Select Partner in the United States and where you will find the latest
Sales, Promotions and Coupons!
![Page 60: CRM Software for Mortgage Professionals - Act Software](https://reader034.vdocuments.site/reader034/viewer/2022042701/55a850701a28abce318b46af/html5/thumbnails/60.jpg)
Get Act! and Get Growing!