Client
Comments

Judy Bragg customized a mortgage system that has revolutionized my business. We no longer spend wasted time researching each customer and keeping up with each call made to the team. When an active or closed customer calls in today, anyone on my staff can pull up their profile and have all the information on one screen. Marketing has never been easier or more professional. The different screens that have been set up, allows targeted marketing, and better communication for everyone involved.
D.C., Senior Loan Officer/Relocation Specialist

There are a ton of benefits. I like the lookups because you can pinpoint the data you're looking for. The reports are great. Just having all of your information for mail merge and labels alone is a must.
R.P., Branch Manager

Obvious benefits are being able to maintain a database that has all the vital information about my client...both property information for post-closing marketing, and financial information for handling calls post-closing and simplifying refi process if app.

What I like the most is being able to track the process w/o having to get up and ever get a file, and the ease of marketing to our clients on a post-closing basis with so much information compiled in such a small place.
S. S., Vice President

I have been working with various versions of ACT! for more than 10 years, now. I have always found it easy to use and reliable. In recent years, I have worked more with customized ACT! versions and I have been pleasantly surprised by the versatility and the relative ease of having ACT! configured to our needs.
E. F., Vice President and Senior Loan Officer

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