RM Client Manager for ACT!
Reverse mortgage originators now have the ability to track their prospects, loans and relationships. Avoid losing your hard earned leads and marketing money spent to lack of follow-up with customized campaigns, and activity series. Track loan status, property information and conversations easily using ACT!'s user-friendly contact manager.
Key features include:
- Customized database for reverse mortgage originators / brokers
- Professional, easy to use screen layout.
- Standardized input of fields for accurate tracking
- Automatic group creation & sorting for tracking prospects and applications
- Customizable mail merge letters for each stage of the sales process
- Free database & screen layout updates one year from date of purchase
*Required purchase and installation of ACT! 2008 Standard edition.
Download center:
Video tutorial screencasts coming soon!
New Workflow & Probability Worksheet for RM CRM (PDF)
Get it here
