| Due to popular
demand, we now offer 3 custom database solutions
for mortgage professionals.
High Trust -
Team Edition - Designed for Teams utilizing
High Trust Sell principles. Designed to work
with ACT! Premium, ACT! Standard, ACT 6.0, and
ACT! for Web.
Pricing
Features
Screen Shots
Videos
High Trust
for ACT for Web |
High Trust for ACT – Team Edition
Platforms: ACT 2006 Premium or ACT 2007 Premium
Price per user
Pricing
|
1-2 |
3-4 |
5-10 |
11-20 |
21 + |
|
$750 |
$650 |
$590 |
$550 |
$450 |
High Trust Team
Edition Features
This database features:
Tabs for specific
Categories.
- Main Screen
- Borrower Screens
(Borrower 1 and 2)
- The High Trust Tab
- Qualify Tab
- Document Tab
- Loan Tab
- Status Tab
- Agent's Tab
- Vendors Tab
- Marketing Tab
- Borrower 3,4,5,6
Tab
Custom Alert Fields
-
The alerts box is used in conjunction with the Notes
tab on the bottom half of the screen. This box
will replace sticky notes on the monitor, voice
mails, emails, and yelling across the office!
Team Member Layouts
The High Trust for ACT database
Template includes 8 different layouts. You should
find a layout or layouts applicable for each member of
your team which makes this customized ACT database for
mortgage professionals unique.
Included are:
-
High
Trust
-
Lead
View
-
Loan
Officer
-
LO &
Processor
-
Marketing
-
PQWS
Purchase
-
Processor
-
Trans
Coordinator
Customized Activity Series
There are over
15 Custom Activity Series to help you assign the right
task to the correct team member at the right time.
Integrated Back End Programming
- Vender Maker
- Make Mailing Button
- Associater Referral Tracking
Tool
- Change Primary Contact
- Ratio Calculating Math
Functionality
This database is the only one utilizing principles of
High Trust Selling made popular by Todd Duncan in his
book "High Trust" Selling. The database was
authored by Tim Broadhurst and customized by Tandem
Training & Consulting of ActTrainer.com, a group of ACT
Certified Consultants and ACT Premier Trainers.
|
