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What
is High Trust for ACT?
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What is ACT
Software? Why do I need it?
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How should I decide to have my database hosted?
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What is included with the purchase of the High Trust for ACT! System?
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Will I need anything else?
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What about Support?
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What
additional options are there?
High Trust for ACT! is a customized database written by
Tim Broadhurst and built upon the ACT! software platform and designed
specifically for Mortgage Professionals. The High Trust data base has over 900
custom fields, 10 different layout views, approximately 80 letter templates and
custom programming. The database is designed for Teams and for those
aspiring to grow a team. The database has options either as a standalone
program designed to work with your copy of ACT!, or as a hosted database with
all administrative functions handled by Tandem Training & Consulting.
ACT! software is the industry leading contact management
software for teams and companies. However ACT! is not industry specific
and out of the box provides only basic contact management functionality.
High Trust for ACT works with ACT softare to provide an industry specific
solution. Both High Trust and ACT software require each user of the
database to be licensed for use of the database.
A hosted database is an ideal solution for individuals,
companies and teams with any or all of the following situation.
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minimal IT
resources
- smaller companies without an internal IT
department or dedicated server and network hardware.
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geographically
dispersed teams
- a hosted database allows real
time assess by up to 50 individuals in any location to access the
same database simultaneously over an internet connection.
High Trust for ACT is a customized ACT database.
Consequently, it is necessary for you to have ACT software and that it be running
properly. With the purchase of High Trust for ACT, Tandem Training will
assist with the loading of the High Trust programming on a single computer.
High Trust consists of approximately 10 different layouts of views, about 700
custom fields, approximately 80 custom letter templates, and backend programming
specific to our database. There are various optional features such as
automated marketing and synchronization with Loan Origination Programs which are
optional and not part of our basic program. Support and training packages
are also available. Limited installation support is provided for 30 days
from purchase.
We generally encourage additional training either from Tandem
Training or an ACT Certified Consultant. Technical support for items such
as data import, synchronization, handheld setup, report customization and
additional database customization will be quoted separately and are not
part of the base package.
Limited installation support is included with your purchase of
a High Trust database. Additionally, Sage Software provides installation support
for ACT software. Tandem Training will assist you with loading high Trust
once ACT has been loaded on a single computer. Additional support is available
on a fee based structure.
One of the great benefits of the ACT! software is the wide
range of third party add on software that extend the functionality of your High
Trust for ACT database. While not add-ons work with High Trust,
there exist add on components designed to facilitate workflow and campaign
automation as well as provide for synchronization of your ACT database to
various Loan Origination systems (LOS) such as Calyx Point and Encompass.
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