Derek Egeberg, Branch Manager
Academy Mortgage 

Pat Cray, Mortgage Planner
Paramount Residential Mortgage Group

Pamela Caldwell, Branch Manager
Starkey Mortgage

“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
Northpointe Bank

“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 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
Cendera Funding

“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
Academy Mortgage

"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:      Office:  760-434-3431
Q2 Database Consulting Services
“If you are looking for an CRM database solution, you MUST talk to Donna before doing anything else. She took my vision and implemented the EXACT plan of what I needed done. Thank you Donna for your effort and knowledge. " 
“Act! with ProAssist marketing – LOVE it! I was able to give one of my Realtors a strong referral since a prospect received an Act! marketing message a couple days ago – about how to select a real estate agent. This is a win-win for me since the Realtor is very happy getting both sale and purchase transactions, and I keep the client since another Realtor may have sent them to their mortgage guy.  
Thanks for everything.”