WorkCenter or vForms Training & Coaching Contracts
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PRODUCT LIST:
WorkCenter CRM for Mortgage Professionals defies the traditional expectations. This latest product by vForms makes contact communications and connectivity automatic, reliable and even invisible. It is astonishingly advanced, yet intuitive and simple to use.
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You must have WorkCenter CRM software to purchase and use this library of interactive mail merge forms and documents with your WorkCenter CRM software. Included with your purchase are customized Action Plans, Letters and Emails designed and approved by Sue Woodard and her mortgage team allowing you to run automated marketing and communication campaigns. Each library will work with one licensed copy of WorkCenter. (English Only Version: 12 Action Plans, 68 Emails, 81 Letters; Spanish Only Version: 6 Action Plans, 64 Letters; COMBINED VERSION INCLUDES EVERYTHING!)
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vForms is a data solutions software system for mortgage and financial professionals, enabling the user to leverage their loan origination software (LOS) and database programs to originate more loans, more efficiently.
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A subscription that must be purchased in conjunction with InterActive vForms software. GreatDocs, an extensive library of specific disclosures for all 50 states, is an annual subscription, renewing every 12 months. *Requires vForms Software.
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Sync your LOS Data into ACT! or Goldmine. Select any number of borrowers at a time and synchronize them into your ACT! or Goldmine databases. vSync is a subscription, renewing every 12 months for $200.00 (LoanToolbox members renew at $160.00).
ACT! Mortgage Template will turn ACT!'s contact management system into a mortgage specific marketing tool.
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Price: $175.00
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