Act! Advantage for Mortgage Brokers, Financial Advisors & Insurance Brokers
Your all-in-one CRM & Marketing Hub
Stay Organized, Save Time, and Grow Faster
Brokers wear many hats—Act! Advantage helps you wear them better.
From client management to automated email campaigns and appointment scheduling, everything is integrated in one intuitive platform.
Why Mortgage Brokers, Financial Advisors & Insurance Brokers Choose Act! Advantage
Smarter Client Management
Track loans, borrower details, key dates, and referral sources
View client history in one place—never miss a detail
Customize fields and workflows to match your process
Automate follow-ups like renewal notices
If you liked Act! Premium Cloud, you will love Act! Advantage Standard, as it includes all the APC benefits and price, but includes many more marketing, sales, and productivity tools than before. Get more with Act! Advantage.
Includes:
Act! Premium Cloud, a full-featured SaaS CRM
Standard eMarketing with 2500 monthly sends
A robust Mobile App for IOS and Android
15Gb Cloud Storage
Online appointment setting and professional quoting tools for each user
Integrated Web forms & Surveys, Event Management, real time chat service, and list verification (250 monthly contact scans included) for each account
Full Web API Support
Nightly backup & maintenance
Standard Support
Optional upgrades available
14-day trial available at www.tryact.net
For only $15 more per user, teams get individual access to the advanced version of all programs, 10GB more of storage, a huge upgrade in eMarketing features and sends, project management, and 50% off enhanced support and custom table upgrades.
Includes:
Act! Premium Cloud, a full-featured SaaS CRM
Professional eMarketing with 25,000 monthly sends
A robust Mobile App for IOS and Android
25Gb Cloud Storage
Online appointment setting, professional quoting tools, Integrated Web forms & Surveys, Event Management, real-time chat service, and list verification (2500 monthly contact scans included) for all users
Project management
Full Web API Support
Nightly backup & maintenance
Standard Support
50% discount on custom tables & enhanced support
Optional upgrades available
14-day trial available at www.tryact.net
The no-compromise tier indeed. This tier includes free enhanced support & custom tables, full marketing automation features plus double the sends & contact scans of the Professional tier, a $1200 customer service portal, and an additional AMA domain.
Includes:
Act! Premium Cloud, a full-featured SaaS CRM
Advanced Marketing Automation with 50,000 monthly sends
A robust Mobile App for IOS and Android
35Gb Cloud Storage
Online appointment setting, professional quoting tools, Integrated Web forms & Surveys, Event Management, real-time chat service, and list verification (5000 monthly contact scans included), and project management for all users
Customer Service Portal Free
Custom Tables & Enhanced Support Free
One extra AMA Domain
Full Web API Support
Nightly backup & maintenance
Optional upgrades available
14-day trial available at www.tryact.net
Modern Lead Capture & Client Portal
- Publish online forms that feed directly into your CRM
- Automatically schedule follow-ups
- Offer secure, 24/7 client access to their documents & mortgage info
- Reduce admin tasks & boost trust
Built-in eMarketing & Drip Campaigns
- Send personalized newsletters, rate alerts & follow-ups
- Automate lead nurturing with smart workflows
- Get feedback with online surveys
- Stay top-of-mind with zero daily effort
Appointment Booking Made Simple
- Clients book meetings online—no back-and-forth
- Customize availability, block time off, sync with Outlook & Google
- Reduce no-shows with automated reminders
Work Anywhere, Anytime
- Cloud-based CRM with desktop and mobile access
- Manage your contacts, tasks, and deals on the go
- Perfect for brokers who meet clients off-site or work remotely
Run Webinars, Generate Leads
- Use the built-in Events module to host webinars
- Promote sign-ups, send invites, reminders, and follow-ups
- Educate clients, attract leads, and avoid paying for extra webinar tools
Built for Growth
- Starts at just $30/month per user
- Add users & features as your business grows
- No tech skills needed—just results
Need More Details? Let's Get in Touch!
Relevant Products
Event Management
Event Management inside Act! allows you to create events synced to your calendar, manage RSVPs, and send automated emails. Attendees sign up online, get reminders, and are added or updated in your database. Includes PayPal support, follow-ups, and Outlook invites.
Integrated Webforms
Integrated Webforms let you build forms that write directly to Act!, no integrations needed. Capture leads, update records, launch drip campaigns, and attach submissions to history. Includes file uploads, captcha, skip logic, and URL or embed options.
Appointment System
Appointment Setting syncs with your Act! calendar to let clients book meetings online, instantly. Share a link via email or web, get notified of new bookings, and send calendar invites. Supports teams, time blocks, blackout dates, reminders, and contact updates.
Custom Tables
Custom Tables for Act! let you manage complex, industry-specific data—like loans, contracts, or inventories—using spreadsheet-style tables inside Act!. You can link entries to contacts, filter, sort, calculate, and act on the data with CRM tools like lookups, emails, and reports. It’s ideal for businesses needing more flexibility than standard fields allow.
Knowtifier
The Knowtifier sends automated email alerts for key dates in Act!, like birthdays or renewals. It supports contact, opportunity, and custom fields, and lets you set countdown reminders. Includes HTML email editor and logs alerts to Act! History. Just one install per database.
Act! Premium Mobile
Act! Mobile offers seamless on-the-go CRM with full contact, calendar, and task management. Easily search, add, and update contacts; track opportunities with dashboards; and manage your business anytime. Available for iOS and Android, it’s free for Act! Premium Cloud subscribers.
