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Activity Series


 14 Day Contract

    Start Date       Activity Type     REGARDING

         ‑14             Call                     LO: BOO! Contract call;Update GFE; Lock Rate!

         ‑14             To‑do               MKT: Send Contract Acceptance Letter

         ‑13             To‑do               MKT: Send Welcome Packet

         ‑12             To‑do               OA: OrderTitle;Taxes; Flood

         ‑11             To‑do               OM: UPDATE MortgageWare

         ‑11             To‑do               OM: Notify Client of doc's needed w'revised GFE

          ‑9              To‑do               OM: Verify all doc's recv'd

          ‑9              To‑do               06) OA: OPTION DATE: Order Apraisal. OK survey order!

          ‑8              To‑do               11) OA: Appraisal Status to borrower and agents (contact HAZ agent)

          ‑8              To‑do               OA: Copy Packages

          ‑8              To‑do               OM: Update file; submit for final U/W

          ‑8              To‑do               12) OA: Confrim receipt of Appraisal; Flood; Title; Survey

          ‑8              To‑do               MKT: Mid Process Survey

          ‑6              To‑do               OA: Confirm HAZ ins.

          ‑6              Call                   LO: BOO! Check on pricing & profitability (Rate)

          ‑5              To‑do               OA: Confirm Survey Complete

          ‑4              Call                   OM: Follow‑up on 7 day pre‑close info

          ‑4              Call                   OM: WOW! E‑Mail Pre‑close info

          ‑3              Call                   OM: HUD Review and confirm with Borrower

 

21 Day Contract

    Start Date       Activity Type     REGARDING

         ‑20             Call                     LO: BOO! Contract call; Update GFE; Lock Rate!

         ‑20             Meeting            MKT: Send Contract Acceptance Letter

         ‑20             To‑do               MKT: Send Welcome Packet

         ‑19             Meeting            OA: Order Title; Taxes; Flood

         ‑18             To‑do               OM: Notify Client of doc's needed w/revised GFE

         ‑18             To‑do               OM: Update MortageWare

         ‑14             To‑do               OM: Verify all doc's recv'd

         ‑14             To‑do               OA: OPTION DATE: Order Appraisal; OK Survey order!

         ‑11             To‑do               OA: Confirm receipt of Appraisal; Flood; Title; Survey

         ‑11             To‑do               OA: Appraisal status to borrower and agents (contact HAZ agent)

         ‑11             To‑do               OA: Confirm HAZ ins.

         ‑11             To‑do               OM: Update file; subnit for final U/W

         ‑11             To‑do               LO: BOO! Check on pricing & profitability (Rate)

         ‑11             To‑do               MKT: Mid Process Survey

         ‑11             To‑do               OA: Copy Packages

         ‑10             To‑do               OM: WOW! E‑Mail Pre‑close info

         ‑10             To‑do               OA: Confirm Survey Complete

          ‑7              To‑do               OM: Follow‑up on 7 day pre‑close info

          ‑3              Meeting            OM: HUD Review and confirm with Borrower

 

28 Day Contract

    Start Date       Activity Type     REGARDING

         ‑27             Call                     LO: BOO! Contract cal; Update GFE; Lock Rate!

         ‑27             To‑do               MKT: Send Contract Acceptance Letter

         ‑26             To‑do               OA: Order Title; Taxes; Flood

         ‑25             To‑do               OM: Notify Client of doc's needed w/revised GFE

         ‑25             To‑do               OM: MortgageWare

         ‑18             To‑do               OM: Verify all doc's recv'd

         ‑18             Call                   OA: OPTION DATE: Order Appraisal. OK Survey order!

         ‑15             To‑do               MKT: Mid Process Survey

         ‑14             To‑do               OA: Confirm Receipt of Appraisal; Flood; Title; Survey

         ‑14             To‑do               OA: Appraisal status to borrower and agents (contact HAZ agent)

         ‑14             Meeting            OA: Copy Packages

         ‑14             Meeting            OM: Upadate file; submit for final U/W

         ‑13             To‑do               LO: BOO! Check on pricing & profitability (Rate)

         ‑13             To‑do               OA: Confirm HAZ ins.

         ‑10             To‑do               OA: Confirm Survey Complete

 

         ‑10             To‑do               OM: WOW! E‑Mail Pre‑close info

          ‑7              To‑do               OM: Follow‑up on 7 day pre‑close info

          ‑2              To‑do               OM: HUD Review and confirm with Borrower

 

35 Day Contract

    Start Date       Activity Type     REGARDING

         ‑34             Call                     MKT: Send Contract Acceptance Letter

         ‑34             Call                     LO: Contract call; Update GFE; Lock Rate!

         ‑33             To‑do               MKT: Send Welcome Packet

         ‑33             To‑do               OA: Order Title; Taxes; Flood

         ‑32             To‑do               OM: Update MortgageWare

         ‑32             To‑do               OM: Notify Client of doc's needed w/revised GFE

         ‑25             To‑do               OA: OPTION DATE: Order Appraisal. OK Survey order!

         ‑25             To‑do               OM: Verify all doc's recv'd

         ‑20             To‑do               OA: Copy Packages

         ‑20             To‑do               OA: Appraisal status to borrower and agents (contact HAZ agent)

         ‑20             To‑do               MKT: Mid Process Survey

         ‑20             To‑do               OA: Confirm receipt of Appraisal;Flood;Title;Survey

         ‑20             To‑do               OM: Update file; submit for final U/W

         ‑18             To‑do               OA: Confirm HAZ ins.

         ‑18             To‑do               LO: Check on pricing & profitability (rate)

         ‑10             To‑do               OM: E‑Mail Pre‑close info

         ‑10             To‑do               OA: Confirm Survey Complete

          ‑7              To‑do               OM: Follow‑up on 7 day pre‑close info

          ‑4              To‑do               OM: HUD Review ADN confirm with Borrower

 

42 Day Contract

    Start Date       Activity Type     REGARDING

         ‑41             To‑do               MKT: Send Contract Acceptance Letter

         ‑41             Call                    LO: BOO! Contract call; Update GFE; Lock Rate!

         ‑40             To‑do               OA: Order Title; Taxes; Flood

         ‑40             To‑do               MKT: Send Welcome Packet

         ‑39             To‑do               OM: Update MortgageWare

         ‑39             To‑do               OM: Notify Client of doc's needed w/revised GFE

         ‑32             To‑do               OM: Verify all doc's recv'd

         ‑32             Call                   OA: OPTION DATE: Order Appraisal; OK Survey order!

         ‑21             To‑do               OA: Copy Packages

         ‑21             To‑do               MKT: Mid Process Survey

         ‑21             To‑do               OM: Update file: submit for final U/W

         ‑21             To‑do               OA: Appraisal status to borrower and agents (contact HAZ agent)

         ‑21             To‑do               OA: Confirm receipt of Appraisal; Flood; Title; Survey

         ‑13             To‑do               LO: BOO! Check on pricing & profitability

         ‑13             To‑do               OA: Confirm HAZ ins.

         ‑10             To‑do               OA: Confirm Survey Complete

         ‑10             To‑do               OM: WOW! E‑Mail Pre‑close info

          ‑7              To‑do               OM: Follow‑up on 7 day pre‑close info

          ‑3              Meeting            OM: HUD Review and confirm with borrower

 

42 Day Refi

    Start Date       Activity Type     REGARDING

         ‑42             To‑do               MKT: Refinance welcome letter (check repeat or first time)

         ‑40             To‑do               OM: Set‑up; AU; High Trust

         ‑39             To‑do               OA: Send App Pkg

         ‑39             To‑do               OA: Order All (Title; Appr; Haz; Flood; Payoffs; & Survey it needed)

         ‑36             To‑do               OA: 3 Day call/email

         ‑30             To‑do               OA: Apprasial & payoff notification to borrower

         ‑30             To‑do               OA: confirm Docs and all vendor info in (appr;title;payoffs;etc)

         ‑10             To‑do               OM: 7‑Day Call; revise GFE with payoff(s); appraised value; etc.

          ‑8              To‑do               OM: Submit for Final U/W

          ‑5              To‑do               OA: Submit to closing

          ‑2              To‑do               OM: Review HUD

 

 

45 Day Contract

    Start Date       Activity Type     REGARDING

         ‑45             To‑do               LO: BOO! Contract Call; Update GFE; Lock Rate!

         ‑45             To‑do               MKT: Send Contract Acceptance Letter

         ‑44             To‑do               OA: Roder Title; Taxes; Flood

         ‑43             To‑do               OM: Notify client of doc's needed w/revised GFE

         ‑43             To‑do               MKT: Send Welcome Packet

         ‑43             To‑do               OM: Update MortgageWare

         ‑35             To‑do               OA: Optiom Date: Order Appraisal. OK Survey Order

         ‑35             To‑do               OM: Verify all doc's rec'd

         ‑26             To‑do               OA: Confirm receipt of: Appraisal; Flood; Title; Survey

         ‑26             To‑do               OA: Apprraisal status to borrower and agents (contact HAZ agent)

         ‑25             To‑do               MKT: Mid Process Survey

         ‑25             To‑do               OM: Update file: submit for final U/W

         ‑15             To‑do               OA: Confirm Haz ins

         ‑15             To‑do               LO: BOO! Check on pricing & profitability (Rates)

         ‑10             To‑do               OA: Confirm Survey Complete

         ‑10             To‑do               OM: WOW! E‑mail pre‑closing Confirmation

          ‑7              To‑do               OM: Follow‑up on 7 day pre‑close info

          ‑2              To‑do               OM: HUD Review and confirmation with Borrower

 

48 Day Contract

    Start Date       Activity Type     REGARDING

         ‑47             To‑do               MKT: Send Contract Acceptance Letter

         ‑47             Call                   LO: BOO! Contract call: Update GFE; Lock Rate!

         ‑46             To‑do               OA: Order Title; Taxes; Flood

         ‑46             To‑do               MKT: Send Welcome Packet

         ‑45             To‑do               OM: Notify Client of doc's needed w/revised GFE

         ‑45             To‑do               OM: Update MortgageWare

         ‑38             To‑do               OA: OPTION DATE: Order Appraisal; OK Survey order

         ‑38             To‑do               OM: Verify all doc's recv'd

         ‑34             To‑do               OM: Update file: submit for final U/W

         ‑34             To‑do               OA: Copy Packages

         ‑34             To‑do               OA: Confirm receipt of Appraisal; Flood; Survey

         ‑34             To‑do               OA: Appraisal status to borrower and agents (contact HAZ agent)

         ‑24             To‑do               MKT: Mid Process Survey

         ‑16             To‑do               LO: BOO! Check on pricing & profitability (Rate)

         ‑16             To‑do               OA: Confirm HAZ ins.

         ‑10             To‑do               OA: Confirm Survey Complete

         ‑10             To‑do               OM: WOW! E‑mail Pre‑close info

          ‑7              To‑do               OM: Follow‑up on 7 day pre‑close info

          ‑3              To‑do               OM: HUD Review and confirm with Borrower

 

56 Day Contract

    Start Date       Activity Type     REGARDING

         ‑55             Call                   LO: BOO! Contract Call; Update GFE; Lock Rate!

         ‑55             To‑do               MKT: Send Contract Acceptance Letter

         ‑54             To‑do               OA: Order Title; Taxes; Flood

         ‑53             To‑do               MKT: Send Welcome Packet

         ‑53             To‑do               OM: Update MortgageWare

         ‑53             To‑do               OM: Notify Client of doc's needed w/revised GFE

         ‑46             To‑do               Verify all doc's recv'd

         ‑46             To‑do               OA: OPTION DATE: Order Appraisal. OK Survey order!

         ‑42             To‑do               OA: Copy Packages

         ‑42             To‑do               OM: Update file: submit for final U/W

         ‑36             To‑do               OA: Appraisal status to borrower and agents (contact HAZ agent)

         ‑36             Meeting            OA: Confirm receipt of Appraisal; Flood; Title; Survey

         ‑28             To‑do               MKT: Mid Process Survey

         ‑13             To‑do               LO: BOO! Check on pricing & profitabilty (Rate)

         ‑13             To‑do               OA Confirm HAZ ins.

         ‑10             To‑do               OA: Confirm Survey Complete

         ‑10             To‑do               OM: WOW! E‑Mail Pre‑close info

          ‑7              To‑do               OM: Follow‑up on 7 day pre‑close info

          ‑3              To‑do               OM: HUD Review and confirm with borrower

 

 

63 Day Contract

    Start Date       Activity Type     REGARDING

         ‑62             To‑do               MKT: Send Contract Acceptance Letter

         ‑62             Call                   LO: BOO! Contract call; update GFE; Lock Rate!

         ‑61             To‑do               OA: Order Title; Taxes; Flood

         ‑60             To‑do               OM: Update MortgageWare

         ‑60             To‑do               OM: Notify Client of doc's needed w/revised GFE

         ‑60             To‑do               MKT: Send Welcome Packet

         ‑53             To‑do               OA: OPTION DATE: Order Appraisal. OK Survey order!

         ‑53             To‑do               OM: Verify all doc's recv'd

         ‑49             To‑do               OA: Appraisal status to borrower and agents (contact HAZ agent)

         ‑49             To‑do               OA: Confirm receipt of Appraisal; Flood; Title; Survey

         ‑49             To‑do               OA: Copy Packages

         ‑49             To‑do               OM: Update file; submit for final U/W

         ‑32             Meeting            MKT: Mid Process Survey

         ‑13             To‑do               OA: Confirm HAZ ins.

         ‑13             To‑do               LO: BOO! Check on pricing & profitability (Rate)

         ‑10             To‑do               OM: WOW! E‑mail pre‑close info

         ‑10             To‑do               OA: Confirm Survey Complete

          ‑7              Call                   OM: Follow‑up on 7 day pre‑close info

          ‑3              To‑do               OM: HUD Review and confirm with Borrower

 

7 Day Contract

    Start Date       Activity Type     REGARDING

          ‑7              To‑do               MKT: Send Welcome Packet

          ‑7              Call                   01) LO: BOO! Contract cal: Update GFE: Lock Rate!

          ‑7              Call                   04) OM: Notify Client oif doc's needed w/revised GFE

          ‑7              To‑do               02) MKT: Send Contract Acceptance Letter

          ‑7              To‑do               03) OA: Order Title; Taxes; Flood

          ‑7              To‑do               05) OM: Update MortgageWare

          ‑6              Meeting            06) OA: OPTION DATE: Order Appraisal OK Survey order!

          ‑6              To‑do               07) OM: Verify all doc's recv'd

          ‑5              Meeting            08) OM: Update file: submit for final U/W

          ‑5              Meeting            OA: Copy Packages

          ‑5              Meeting            11) OA: Apprasal status to borrower and agents (contact HAZ agent)

          ‑5              Meeting            13) OA: Confirm HAZ ins.

          ‑5              Meeting            12) OA: Confirm receipt of Appraisal; Flood; Title; Survey

          ‑5              Meeting            10) MKT: Mid Process Survey

          ‑4              Meeting            14) LO: BOO!Check on pricing & profitability (Rate)

          ‑3              Meeting            15) OA: Confirm Survey Complete

          ‑2              Call                   18) OM: HUD Review and confirm with Borrower

          ‑2              To‑do               16) OM: WOW! E‑Mail Pre‑close info

          ‑2              To‑do               17) OM: Follow‑up on 7 day pre‑close info

           0              Call                   MKT: Sched 2 week call to update home phone number!

 

Gold SIT

    Start Date       Activity Type     REGARDING

           2              To‑do               Gold SIT Letter #2

           2              To‑do               Gold SIT Letter #1

           4              Call                   House Hunt? Service? Questions? Buy in 5 months?

           6              To‑do               Gold SIT Letter #4

           8              To‑do               Gold SIT Letter #5

          10             Call                   House Hunt? Service? Questions? Buy in 4 months?

          12             To‑do               Gold SIT Letter #7

          14             To‑do               Gold SIT Letter #8

          16             Call                   House Hunt? Service? Questions? Buy in 2 Months?

          18             To‑do               Gold SIT Letter #10

          20             To‑do               Gold SIT Letter #11

          22             Call                   House Hunt? Service? Questions? Buy in 1 Months?

          24             To‑do               Gold SIT Letter #13

          25             To‑do               Remove from SIT and Call Agent/Borrower

 

 

Green SIT

    Start Date       Activity Type     REGARDING

           1              To‑do               Green SIT #2

           2              To‑do               Green SIT Letter #1

           2              Call                   How is the Searching Going? Happy with Service? Buy in 7 Months?

           3              To‑do               Green SIT Letter #4

           4              To‑do               Green SIT Letter #5

           5              Call                   How is Search Coming? Service? Questions? Buy in 7 Months?

           6              To‑do               Green SIT Letter #7

           7              To‑do               Green SIT Letter #8

           8              Call                   House Hunt? Service? Questions? Buy in 4 Months?

           9              To‑do               Green SIT Letter #10

          10             To‑do               SIT Letter #11

          11             Call                   House Hunt? Service? Questions? Buy in 2 Months?

          12             To‑do               Green SIT Letter #13

          13             Call                   Remove from SIT and Call Agent/Customer

 

Platinum SIT

    Start Date       Activity Type     REGARDING

           1              To‑do               Platnum Letter #1

           1              To‑do               Platnum SIT  Letter #2

           2              Call                   House Hunt? Service? Questions? Buy in 2.5 Months

           3              To‑do               Platnum SIT Letter #4

           4              To‑do               Platnum SIT Letter #5

           5              Call                   House Hunt? Service? Questions? Buy in 2 Months?

           6              To‑do               Platnum Letter #7

           7              To‑do               Platnum Letter #8

           8              Call                   House Hunt? Service? Questions? Buy in 1.5 months?

          10             To‑do               Platnum Letter #10

          10             To‑do               Platnum Letter #11

          11             Call                   House Hunt? Service? Questions? Buy in 1 Month?

          12             To‑do               Platnum Letter #13

          13             To‑do               Remove From SIT  and Call Agent/Borrower

 

Silver SIT

    Start Date       Activity Type     REGARDING

           2              To‑do               Silver SIT Letter #1

           3              To‑do               Silver SIT Letter #2

           6              Call                   House Hunt? Service? Questions? Buy in 8 months?

           9              To‑do               Silver SIT Letter #4

          12             To‑do               Silver SIT Letter #5

          15             Call                   House Hunt? Service? Questions? Buy in 6 months?

          18             To‑do               Silver SIT Letter #7

          21             To‑do               Silver SIT Letter #8

          24             Call                   House Hunt? Service? Questions? Buy in 4 Months?

          27             To‑do               Silver SIT Letter #10

          30             To‑do               Silver SIT Letter #11

          33             Call                   House Hunt? Service? Questions? Buy in 2 months?

          36             To‑do               Silver SIT Letter #13

          37             To‑do               Remove from SIT and call Agent/Borrower

 

 

 

 
 
 

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