PROAssist Marketing with Act! CRM for Mortgage
Do you consistently keep in touch with clients and real estate agents?
Are you sending them recent and relevant articles with a personal feel?
We have teamed up with the world-class marketing expertise team at Loan Officer Magazine
in order to provide you with state-of-the-art articles that are sent out for you automatically.
ProAssist Marketing System Includes:
iLoan ACT! in the Cloud
World-class CRM database for the mortgage professional. Web and mobile device access
to your ACT! database for contact tracking, calendaring, reporting and marketing.
Optional basic standard E-marketing database also available.
Customized Fresh Client articles AUTOMATICALLY sent to your Customers. Check out these samples:
Customized Fresh Realtor articles AUTOMATICALLY sent to your Realtors. Check out these samples:
Custom email header and footer.
Loan Officer information and photograph, as well as realtor
information and photograph for co-branded emails if desired.
Articles can be automatically shared to your social media sites.
Q2 Database Consulting Services
760 434 3431
Basic- $70 per month.
Consists of $300.00 Annual Pre-Paid Act! Premium licensing subscription + $45 monthly hosting fee
Includes the fully featured ACT! in the Cloud iLoan CRM database product with custom fields for mortgage, powerful data mining capabilities, interface with Outlook or Google for email ,contacts and calendar, access via the web and most mobile devices, reporting, as well as many other features.
Premium - $100 per month.
Consists of $300.00 Annual Pre-Paid Act! Premium licensing subscription + $75 monthly hosting and automated marketing services fee
Includes the fully featured ACT! in the Cloud iLoan CRM database product with custom fields for mortgage, powerful data mining capabilities, interface with Outlook or Google for email ,contacts and calendar, access via the web and most mobile devices, reporting, as well as many other features PLUS ProAssist automated marketing to your clients, realtors and strategic partners every month.
1. Additional price breaks for multiple loan officers. Includes 500 email send limit. Higher send limits available.
2. Includes all data import and database set up services. No additional fee for these services.
3. All hosting and marketing services are month to month after the initial 3 month minimum term
"ProAssist helped me by sending out an email to all my Realtors on "What do you tell clients to do after closing" and several of my Realtors responded with a thanks and some suggested additions to the list. This means that I now have their attention!!! In addition, in an email that went out to clients about appraisals, I received a referral to a new prospect that is buying a home in the area. I love this turnkey solution to marketing!"
Pat Cray, Mortgage Planner, Florida