Act4mortgages is what mortgage brokers have been waiting for - a truly integrated Act! solution specifically designed for their industry. Act4mortgages does more than provide you fields to store data, it calculates data for you, it communicates with your customers for you, it provides one-touch dashboard access to all your funded mortgage activity, AND it allows you to organize all your data in a truly intuitive way.
Keystroke is the #1 Act! reseller in the world, and we did extensive industry research to build a product that works like you do. Organize your industry data by property or mortgage, and use the build in "Qualifier" to calculate applicant mortgage eligibility. What's mortgage Act4mortgage provides you easy reporting and automation to ensure your work time is used with maximum efficiency.
Act4mortgage features include...
- Active Dashboard to provide instant, easy to use visibility on all your mortgage activity
- Automated notifications to your customers as their funding date approaches. Imagine emails easily configured to go out 6-months, 4-months, 2-months, etc before the maturity date. Imagine these alerts trigger additional follow-up activities that prevent renewal opportunities form slipping through the cracks
- Organized and structured for your industry. Provides several custom tables for mortgage brokers, which include:
- Easily add and manage one or more “Property” records to Act! Contacts.
- Create and manage one or more mortgage records for a given property record. Values such as Mortgage Total are automatically calculated and rolled up in to the parent Property record.
- Link one or more Applicants to “Mortgage” and “Qualifier” records. Values such as the number of applicants, annual income, total down payment etc. are automatically calculated from the linked applicants, and stored in the parent records. This allows mortgage brokers to very easily determine the amount the household is pre-approved for.
- Quickly calculate mortgage payments and loan amounts with a click on a button. Separate calculations for USA and Canadian mortgages are available.
- Several other automatic calculations are performed which automatically calculate common values such as, interest paid, principal paid, periodic interest rate, and many more.
- Act4mortgages includes free license of Topline Designer (a $99 USD value)
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- All Pricing listed is in USD
- Optional UMS is "Upgrades, Maintenance, and Support" (120 minutes of support per term)
- Quantity Discounts available
- 20% Discounts available if Topline Designer not required with purchase (must be current version).
- Includes 1-month Upgrade-Maintenance-Support (UMS) with purchase.
- Discounted UMS available within 30-days of purchase.
- Compatible with Act! v16 or higher (sold separately)