Real Estate and Mortgage CRM and Marketing Software $30 /month (2024)

Table of Contents
REAL ESTATE PLUS MORTGAGE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!* WHY REAL ESTATE and MORTGAGE CRM? REAL ESTATE AND MORTGAGE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS Select the Act! product that is right for you: REAL ESTATE PLUS MORTGAGE DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLE PRICING CLOUD CLOUD w/SYNC DESKTOP SOME FINE PRINT… Real Estate PLUS Mortgage CRM Software Product Purchase Details New Act! Subscription Customers Only Data Import or Data to Migrate FAQs

REAL ESTATE PLUS MORTGAGE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*

*Act! Premium v25 or Cloud Subscription is required and are Bundled with the Real Estate PLUS Mortgage CRM Database in the Price Chart below

Act! is a robust CRM and Marketing Automation software platform. We are the developers of the #1 Real Estate PLUS Mortgage CRM for Act!. It provides real estate and mortgage pros with what you and your team need to stay organized. Most importantly you will have the vital tools to grow your real estate as well as mortgage lending business and at a lower cost than other competitors.

Real Estate and Mortgage CRM and Marketing Software $30 /month (1)

Real Estate and Mortgage CRM and Marketing Software $30 /month (2)

WHY REAL ESTATE and MORTGAGE CRM?

Real Estate and Mortgage CRM is designed for both residential real estate agents and mortgage brokers. Our Real Estate PLUS Mortgage database software for Act! Premium Cloud and Act! Premium Desktop v25 products is for the real estate sales and lending industry. In addition it is customizable and you have the power to make changes without the need or expense of a programmer.

So take control of both your real estate and mortgage business with the easy to use Act! CRM and above all effectively manage your client relationships. In addition track property sales, purchases, loans and more. Share Buyer, Seller and Borrower info from leads to purchase through funding. Over all our Real Estate and Mortgage CRM enables you to provide first rate service for your clients and convert your prospects.

Key Features: Cloud, Desktop or a Combo of Both | Microsoft Office Integration | Scheduling | Buyers, Sellers, Borrowers, Loans and Transactions Tracking | Pipeline Management | Email Marketing | Mobile App

PRODUCT FEATURES FOR THE REAL ESTATE AND MORTGAGE CRM FOR ACT!

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CONTACT MANAGEMENT

Real Estate and Mortgage CRM and Marketing Software $30 /month (3)Real Estate and Mortgage CRM and Marketing Software $30 /month (4)

PERSONAL PROFILE

Real Estate and Mortgage CRM and Marketing Software $30 /month (5)Real Estate and Mortgage CRM and Marketing Software $30 /month (6)

BORROWER PROFILE

Real Estate and Mortgage CRM and Marketing Software $30 /month (7)Real Estate and Mortgage CRM and Marketing Software $30 /month (8)

SALES PIPELINE

Real Estate and Mortgage CRM and Marketing Software $30 /month (9)Real Estate and Mortgage CRM and Marketing Software $30 /month (10)

TRANSACTION DETAILS

Real Estate and Mortgage CRM and Marketing Software $30 /month (11)Real Estate and Mortgage CRM and Marketing Software $30 /month (12)

LOANS IN PROCESS

Real Estate and Mortgage CRM and Marketing Software $30 /month (13)Real Estate and Mortgage CRM and Marketing Software $30 /month (14)

MULTIPLE OFFERS

Real Estate and Mortgage CRM and Marketing Software $30 /month (15)Real Estate and Mortgage CRM and Marketing Software $30 /month (16)

EXPENSE TRACKING

Real Estate and Mortgage CRM and Marketing Software $30 /month (17)Real Estate and Mortgage CRM and Marketing Software $30 /month (18)

LEASE MANAGEMENT

Real Estate and Mortgage CRM and Marketing Software $30 /month (19)Real Estate and Mortgage CRM and Marketing Software $30 /month (20)

EMAIL INTEGRATION

Real Estate and Mortgage CRM and Marketing Software $30 /month (23)Real Estate and Mortgage CRM and Marketing Software $30 /month (24)

GROUPS AND COMPANIES

Real Estate and Mortgage CRM and Marketing Software $30 /month (25)Real Estate and Mortgage CRM and Marketing Software $30 /month (26)

MARKETING AUTOMATION

Real Estate and Mortgage CRM and Marketing Software $30 /month (27)Real Estate and Mortgage CRM and Marketing Software $30 /month (28)

DASHBOARDS AND REPORTS

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COMPANION MOBILE APP

Real Estate and Mortgage CRM and Marketing Software $30 /month (31)Real Estate and Mortgage CRM and Marketing Software $30 /month (32)

CONNECT LINK API

Real Estate and Mortgage CRM and Marketing Software $30 /month (33)Real Estate and Mortgage CRM and Marketing Software $30 /month (34)

ACT! VIDEO TRAINING

Real Estate and Mortgage CRM and Marketing Software $30 /month (35)Real Estate and Mortgage CRM and Marketing Software $30 /month (36)

NOTE: Images shown are Act! Premium Cloud with the Real Estate PLUS Mortgage Database

REAL ESTATE PLUS MORTGAGE CRM PRICING

REAL ESTATE AND MORTGAGE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS

Starting at $30 per user per month billed $360 annually

(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

Select the Act! product that is right for you:

Act! Premium Cloud – With the Act! Premium Cloud bundle your Real Estate PLUS Mortgage CRM database will be hosted by Act!. Access from any computer via web browser and have instant online access to your Act! data. Includes Automatic Backups, Updates and Upgrades.

Act! Premium Cloud with Sync – With the Act! Premium with Sync bundle your Real Estate PLUS Mortgage CRM database will be hosted by Act!. Access via web browser and also have an offline client (local windows install). This remote syncs with the cloud database for online and offline access. Includes Automatic Backups, Updates and Upgrades.

Self-Hosted Act! Premium Desktop – With the Act! Premium Desktop (Self-Hosted) CRM product you deploy and manage the software. Host your Real Estate PLUS Mortgage CRM database on your computer or for larger organizations on your network with your server and computers. The self-hosted package includes both Windows and Web software. You have complete control in applying updates and upgrades.

No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy. Information can be shared or limited between users for example each Agent, Broker or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.

REAL ESTATE PLUS MORTGAGE CRM PRICING

REAL ESTATE PLUS MORTGAGE DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLE PRICING

Act! Premium Cloud Bundle

  • CLOUD

  • US$30

  • Cloud w/Sync Bundle Price/User/Month

    ($360/user/year paid annually)

    PREMIUM CLOUD w/SYNC INCLUDES:

    • Hosting with Act!
    • Browser Access
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support
  • BUY

Act! Premium Cloud w/Sync Bundle

  • CLOUD w/SYNC

  • US$40

  • Cloud w/Sync Bundle Price/User/Month

    ($480/user/month/year paid annually)

    PREMIUM CLOUD w/SYNC INCLUDES:

    • Hosting with Act!
    • Cloud with Windows Sync Access
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support
  • BUY

Act! Premium Desktop Bundle

  • DESKTOP

  • US$37.50

  • Self-Hosted Bundle Price/User/Month

    ($450/user/year paid annually)

    PREMIUM SELF-HOSTED INCLUDES:

    • Act! Windows Software
    • Act! Web Software
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support
  • BUY

CLICK HERE TO COMPARE THE ACT! SUBSCRIPTION BUNDLES FEATURES CHART

Click Here to Read the Fine Print

SOME FINE PRINT…

Real Estate PLUS Mortgage CRM Software Product Purchase Details

Act! Premium Cloud Bundle Purchase

After we receive your order for the Act! Premium Cloud subscription with the Real Estate PLUS Mortgage Databasewe will have Act! start your Cloud account. Then we will upload the Real Estate PLUS Mortgage Database to your account. When the Real Estate PLUS Mortgage Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.

Act! Premium Cloud with Sync Bundle Purchase

After we receive your order for the Act! Premium Cloud with Sync subscription with the Real Estate PLUS Mortgage Databasewe will have Act! start your Cloud account. Then we will upload the Real Estate PLUS Mortgage Database to your account. When the Real Estate PLUS Mortgage Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions. We will also include instructions for installing and restoring your offline client.

Self-Hosted Act! Premium Bundle Purchase

Once we receive your order for the Act Premium Self-Hosted subscription with the Real Estate PLUS Mortgage Databasewe will then have Act CRM issue your license. After that has been issued we will then send you an email with links to download the Real Estate PLUS Mortgage Database and database restore instructions.

New Act! Subscription Customers Only

The Real Estate and Mortgage Database bundles are specifically for New Act! Subscription Customers. But if you are an existing Act! Customer please contact us for options and costs.

Data Import or Data to Migrate

Although Act! provides basic import tools within their products these are for self-service. But if you need help with your import or have data to migrate let us know. In addition to providing guidance we also offer data services for an added cost. So please contact us to discuss your project and to then receive an estimate.

Have Questions? Chat or Contact Us

Real Estate and Mortgage CRM and Marketing Software $30 /month (2024)

FAQs

What is the best software for real estate agents? ›

Best Real Estate Software include:

kvCORE, Follow Up Boss, Qualia, Zillow Premier Agent, Propertybase powered by Lone Wolf, Top Producer CRM, CINC, Buildout CRM, k+TEAMS and BoomTown!.

Continue Reading ›
What is mortgage CRM software? ›

What is a mortgage CRM? CRM stands for customer relationship management. A mortgage CRM is a software platform designed to help loan officers manage, track, and nurture relationships with all their leads and clients.

View Details ›
What is a CRM in real estate? ›

A real estate CRM is a customer relationship management (CRM) system that helps manage all communications with both leads and clients. CRM tools are becoming more important to the daily work of real estate agents and the success of their brokerages every year.

Discover More Details ›
Do mortgage brokers use CRM? ›

The “Lender Connect” system Iress offer connects a broker's CRM system to a lender's portal. This allows data to pass from a broker's system to a lender's without the need to rekey data; then brokers can submit a case and get a decision in principle on a lender's system.

View More ›
Do realtors use CRM? ›

If you are considering becoming a real estate agent or broker, you'll likely benefit from using a good real estate CRM, or customer relationship management software, to help you manage, attract, and retain clients, streamline transactions – and close deals on time.

View Details ›
What software do realtors use? ›

A customer relationship management software (CRM), such as PropertyBase, Boomtown, Realvolve and Top Producer, is designed to help agents manage client interactions, automate workflows and enhance communication.

View More ›
What is the best CRM for mortgage lenders? ›

Forbes Advisor Ratings
CompanyForbes Advisor RatingStarting price
monday sales CRM4.0Free; $8 per user, per month
Apptivo4.0$8 per user, per month (under annual billing)
Pipedrive4.0$14.90 per user, per month (under annual billing)
Zoho CRM3.7$14 per user, per month (under annual billing)
3 more rows
Jan 9, 2024

Read On ›
Is HubSpot CRM free? ›

HubSpot CRM has free tools for everyone on your team, and it's 100% free. Here's how our free CRM solution makes your job easier.

Find Out More ›
Why realtors should use a CRM? ›

Real estate CRMs do far more than collect and update contact information. Over a quarter of NAR survey respondents said their CRM provided the highest number of quality leads in the last 12 months. It centralizes your lead data and helps identify your highest-performing channels.

Read More ›
What's the best CRM for real estate? ›

Several of the vendors on our list offer full-featured real estate CRM at affordable prices, including our top choice Zoho CRM, our ease-of-use selection Pipedrive, and HubSpot, which offers free and low-cost plans.

Read On ›

How much is kvCORE per month? ›

kvCORE Pricing: How much kvCORE cost?
UsersMonthly CostSetup Cost
1-2$499$999
3-50$1,199$1,199 (special offers available)
51-100$1,800$1,800 (special offers available)

See More ›
How do I start a real estate CRM? ›

Building a Real Estate CRM
  1. Setup a CRM application.
  2. Configure the Organization Variables.
  3. Rename the preset modules.
  4. Create a Custom Module.
  5. Add new fields to the new custom module.
  6. Add a Custom Function.
  7. Create a Connected App with Related List widget.

Get More Info ›
What software do mortgage brokers use? ›

Calyx is an established mortgage software provider that's popular with mortgage brokers, banks, and lenders. Its portfolio of products includes three separate LOS platforms, Zenly: A user-friendly, cloud-based LOS platform that's fast to set up and launch. Point: An industry-leading end-to-end LOS for mortgage brokers.

View Details ›
Which CRM is used by banks? ›

In a customer-focused industry like banking, different teams, including lending, insurance, asset management, and customer service, use Salesforce CRM systems to make data-driven decisions.

View Details ›
How much does Jungo cost per month? ›

Jungo only provides annual contracts so for a single user they can either pay $1,499 up front or $149/month monthly for 12 months ($1,788). This price does not include any phone functionality. Shape has month to month contracts available to suit your business' needs. This price includes phone functionality.

See Details ›
What is the most popular real estate platform? ›

Most Visited Real Estate Websites
RankWebsiteRank Change
1zillow.com=
2realtor.com=
3redfin.com1
4rightmove.co.uk1
46 more rows

See Details ›
How much does kvCORE cost? ›

Monthly plans are as low as $499 for two users and go into the thousands for teams and brokerages. You can have as many agents or team members on kvCORE as you'd like, but the cost goes up after you hit 1,000. It's also important to note that these prices do not include advertising costs.

Get More Info Here ›
Which app is better Zillow or realtor? ›

Lead Quality and Conversions

Zillow offers broader exposure and potentially more leads, but their quality and accuracy can be a concern. Realtor.com boasts higher quality leads due to its focus on licensed agents, but they come at a cost, and competition within the platform can be fierce.

View Details ›
What is the best of Zillow program? ›

Best of Zillow status will assess your performance in six key metrics most correlated to successful conversions. These include: Answer Rate, ALM Appointment Rate, Show Rate, Conversion Rate, CSAT, and CRM Usage.

Discover More Details ›
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