Leverage the Power of ACT! with&#

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Leverage the Power of ACT! with a Solution Designed for Your Business

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Get a Comprehensive, Graphical Representation of Key Information
Get comprehensive, graphical representations of key information with ACT! for Real
Estate interactive Dashboards. See an at-a-glance view of buyer and seller activities,
property listings, and more. From the Dashboard, you can drill down into each piece
or take further action directly from the Dashboard views. If you manage a team of
buyer agents, you can easily get a snapshot of all their activities and opportunities2.
With interactive Dashboards in ACT! for Real Estate, you can start your day effectively
and work more efficiently.

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Measure your Effectiveness Using Real Estate-Specific Reports
Run your choice of six reports designed for real estate, in addition to the more than
40 reports that come standard with ACT!, to measure the effectiveness of activities
you engage in with your buyers and sellers. Drill down into each report so you can
quickly check the status of tasks related to each client’s property buying or selling
needs, see what marketing activities converted to property sales, and determine the
most effective communications to buyers and sellers moving forward. You’ll have a
detailed view of the information you need to better understand the performance of
your real estate business, enabling you to make more informed business decisions

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Access your MLS Home Page1
Quickly and easily access your MLS home page1 from within ACT! for Real Estate. Launch
MLS via an icon on the main left navigation for access to searches performed, listings sent
to a contact, and more. Even attach relevant listings to the appropriate Contact Records in
ACT! so you have a history of the properties you sent your buyers

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Manage Property Listings and Purchases More Effectively
Manage property listings and potential sales from initial inquiry through close of
escrow. Track sales opportunities or property listings using sales processes designed
for real estate, including the Property Closing, Property Purchase, and Property Sales
processes. Or you can customize a process to suit the exact needs of your business

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Create a Relevant Daily Schedule and Task List
Create a daily schedule and task list that is more relevant to your business by choosing
from 20 real estate-specific activity types, in addition to core ACT! activities like
calls, meetings, and to-dos. These activity types feature tasks like prospecting and
marketing, showing properties, listing properties, and closing to help you stay on top
of your busy day. You can use these activity types out-of-the-box, or create your own.
With ACT! for Real Estate, you can create and manage a schedule that is relevant to
the way to run your business.

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Facilitate Client Communications with Real Estate Templates and Flyers
With ACT! for Real Estate, you can send professional communications to your clients
with minimal effort using preformatted templates designed specifically for real estate. The
preformatted property flyer and letter templates can be used as-is or easily customized,
making it easy to keep in touch with your contacts. Flyer templates include For Sale,
Open House, and Home Feature Sheet and have placeholders for a photo, detailed
property description, list price, and more.
Using fields in ACT! for Real Estate, you can easily merge the information you want
included. Additionally, choose from 30 letter templates, including Letters to Buyers, Open
House Follow-up, Referral Letters, Letters to Sellers, and more. These templates were
designed with feedback from real estate professionals to provide relevant interactions
with buyers and sellers. Use mail merge to send them to multiple clients
at once.

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Automate and Expedite Real Estate-Related Activities
Automate and expedite activities with multiple steps by choosing from 10 real estate-specific activity series. An activity series allows you to schedule multiple tasks at
once for a specific deliverable like a new listing or a closing. Because activities in the series are linked, a date change in one will push out dates for all other activities in the series. Now there’s no need to worry about staying on top of property sales or closings because you can track every step along the way.

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Track Client Information using Real Estate-Specific Layouts
Track key buyer, seller, and property information; keep detailed notes on listed properties; and attach critical documents such as inspection reports, house photos, and MLS listings—in addition to all the great contact-tracking and note-taking functionality already included with ACT!. With the custom layout in ACT! for Real Estate, you’ll impress your clients with knowledge about their unique buying or selling needs, and generate positive referrals and repeat business.

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Designed specifically for residential real estate professionals, ACT! by Sage for Real Estate 11 delivers the world-class contact and customer management capabilities included with ACT! by Sage, plus industry-specific functionality. With ACT! for Real Estate you can better track buyer, seller, and property information with a custom layout; manage real estate-related activities and to-dos; improve communication with buyers and sellers using property flyers and letter templates; access your MLS homepage1 from a link within ACT! for Real Estate; and so much more. Now, you’ll have all the information you need in one place to quickly become more productive, and ultimately sell more property!