Derek Egeberg, Branch Manager
Pat Cray, Mortgage Planner
Paramount Residential Mortgage Group
Pamela Caldwell, Branch Manager
“My Team and I appreciate your services.The email notifications help us manage our pipeline and in addition keep the phone calls and emails down to our referral sources. Our Clients and our Referral sources rave about the notifications. It is comforting to them during the process to always know what’s going on with their transaction without them having to make a call or email.
In fact, this weekend I was a Builder Picnic and a new REALTOR, I have just started working with was telling everyone at our table about the email notifications he gets when his clients with Starkey and how he prefers working with me vs his in house Lender, because your automated system keeps them so well informed.”
David Kuiper, MBA,CMA,CMPS
“I recently referred to Donna as the “goddess of databasing” at an industry event, and I meant it. We’ve worked with Donna for several years now, with both Act! and Goldmine and have found her insight, advice, professionalism and technical expertise extremely valuable to our mortgage practice.”
Pat Mihevic, Mortgage Consultant
Amerifund Lending Group
"I have always kept my personal Act! database over 20 years, and at least eight different companies. I always have control of my client data. Thank you for your help Donna...my Act! database works like a charm".
Bruce W. Murphy, President
Merit Financial Services, LLC
"Thanks for the excellent automated synchronization solution. Our Encompass data is automatically synching to ACT! as expected. We now have something that works...You are my HERO ! Thank you so much for all your expertise and effort on our behalf. "
David Hughes, Loan Officer
“I would like to express my gratitude regarding your time and effort in installing my ACT! for Mortgage system.Your JumpStart web training classes were extremely helpful and definitely helped to mitigate my learning curve. Your service after the sale has been superb! I always feel safe asking you questions and for help, I look forward to working more together in the future as my needs grow! “
Tammy Roberts, Loan Officer
"I very much appreciate the Act! totally automated communication and marketing system you provided for us. When it came time to get computer skills I was definitely at the back of the line. The automated updates and reminders are so awesome! They help me everyday!! I used to have all my data in separate spreadsheets/programs and could not coordinate well with my clients and/or team. Your system has made my daily life so much easier."
Please contact us at: firstname.lastname@example.org Office: 760-434-3431