ACTive Agent

Real Estate Management Software for today's Active Agents

ACTive Agent is the only ACT! Add-on solution that was designed and built to directly address 'real life' needs of today's Active Agents. ACTive Agent was built for a group of realtors in South Florida that were frustrated with the other offerings on the market.

Features

ACTive Agent is an all inclusive software product that enhances your productivity for total Customer and Real Estate Listing Management when used with Symantec/SalesLogix award winning ACT! contact management software.

• EXTEND ACT! TO TRACK REAL ESTATE SPECIFIC INFORMATION
  ACTive Agent consists of a customized real estate ACT! database as well as customized real estate ACT! data entry screens that track an extensive amount of vital information on your clients and listings, including the "Location Info", "Property Info", "Sales Info", "Listing Features", and "Closings".
  
• ADD ESSENTIAL RELATIONSHIP MANAGEMENT FUNCTIONS
  ACTive Agent includes (3) additional modules: the "Letter Manager", the "Expense Manager" and the "Campaign Manager", adding the functionality to conveniently schedule, track and manipulate multiple customers, listings, as well as tasks through your customizable and openly definable "campaigns". ACTive Agent campaigns can contain tasks "to do", "meetings to schedule" and "calls to make", as well as form letters and brochure correspondence management. An unlimited number of YOUR Activities can be scheduled automatically to an unlimited number of customers with one simple mouse click.
  
  ACTive Agent further tracks marketing listings and expenses, and is fully integrated with Microsoft Word and Microsoft Publisher for creating letters and brochure correspondence. ACTive Agent ships complete with 14 pre-defined informative reports, as well as 8 marketing brochure templates. ACTive Agent is further capable of downloading MLS data, attaching unlimited graphics or photos to your contact records, and is Palm Pilot compatible.

Data Entry Screens

The ACTive Agent data entry screens are extremely comprehensive, yet simple to use and navigate. ACTive Agent tracks all necessary information on your contacts & listings including "Customer Info", "Location Info", "Property Info", "Sales Info", "Listing Features" & "Closings". ALL FIELDS are openly definable & customizable. Several "drop downs" exist for consistent and expedient data entry. Use, or rearrange our fields, or create YOUR OWN!

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General "Customer Information" Screen	Listing "Property" Information Screen	Listing "Location" Information Screen
Listing "Sales" Information Screen	Listing "Features" Information Screen	Listing "Closings" Information Screen

Letter Manager

With the ACTive Agent Letter Manager you have the ability to custom create and schedule letters to one contact, a group of contacts, or pick and choose selective contacts. Letters can be scheduled today for dates in the future. Create saved "campaigns" of letters & launch the campaign to whomever you wish. Designate or assign to whom on your team prints the letters each day. You can print all letters at once, or selected letters at any given time. Attach labels or envelopes to the letters automating the printing process in one simple step. Compatible with Microsoft Word. Color coding and alarm feature for prioritizing.

The Letter Manager adds the functionality of printing Microsoft Word documents & Microsoft Publisher publications with ACT! data. ACTive Agent automatically pulls the required data from the ACT! Database for use in these form letter/mass mailing documents.

The Letter Manager includes the ability to "View All Letters" currently scheduled, or view letters scheduled for a "Particular Date".

Editing and deleting letters is as easy as just a few simple keystrokes. There are several ways to delete letters including; deleting ONE letter, deleting ALL letters or ONE CONTACT, and deleting ALL SCHEDULED letters.

The Letter Manager gives you the ability to review and change your letter "status" before printing them. By default, all letters are set to a status of "Yes". Setting the status to "No" allows ACTive Agent to bypass records and not print the letter.

ACTive Agent prints merge documents or publications from the Letter Manager by starting Microsoft Word or Microsoft Publisher in the background of your computer,
and automatically executes the merge features to produce the form letters. Upon successful printing of the letter or publication, a History Note will be sent to the ACT! Database to record the printing event.

There are two methods available for adding letters to the Letter Manager. The first method is to add letters to a campaign, in the ACTive Agent Campaign Manager (see Campaign Manager section of our Website). The second method is to use the "Apply" feature within the Letter Manager itself, which displays the "Schedule Letter" screen.

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List of All Letters for a particular day or all days	Schedule a Letter

Campaign Manager

With the "ACTive Agent Campaign Manager" you have the ability to custom create YOUR campaigns of activities such as Calls, Meetings, To-Do's, Letters & Brochures, all from this valuable software tool. You can assign EACH activity for different members of your team.

Create FSBO, Expired Listing, 10 Day Before Close, Holiday, Past Client, 10 Day After List campaigns and more. Recurring activities feature allows you to select how often, and on what days of the week you'd like the activity to recur. Campaigns are stored in your very own "Campaign Library" & may be reused over and over to one specific, selective, or to all your clients.

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The Campaign Manager's main menu & entry screen, with a sample campaign library	Create an Activity
The Campaign Screen gives you a snapshot of all the activities for the selected campaign.	Before launching a campaign to the ACT! database, all activities in that campaign must first be created, then becoming part of your very own "Campaign Library".
Recurring Activities	Campaign Launch Date
When creating activities for a new campaign, the "Recurring Settings" feature can save valuable time by combining recurring tasks in every possible combination.	The Campaign Launch Date represents the date in which all activities within a campaign are scheduled FROM. The "+/- Day" out field for each activity sets the activity date based on the Campaign Launch Date.

Once a campaign is chosen and all activities have been setup, it can be launched to the ACT! database by selecting the names of contacts the activities will be applied. Each Activity is then recorded for each selected contact.

Call, Meeting, & To Do activities are applied & launched directly into the ACT! database. Letters, however, are scheduled and applied into the ACTive Agent Letter Manager.

Expense Manager

With the ACTive Agent Expense Manager, you have the ability to track expenses on your listings, prospects, or any contact with this dynamic software tool. The Expense Manager creates expense reports and logs the activity into the ACT! contact record. One mouse click does it all. Dazzle your sellers with impressive reports, they will never ask you to "cut" your commission again!

The Expense Manager module in ACTive Agent records Real Estate advertisement and other expenses associated with a contact and property listing. Expenses are stored in Categories with an associated Cost and Price. The Actual Cost for a category represents the actual true cost of the expense. The cost represents the market value of that expense.

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Expense Manager	Preview Expense Reports
Selecting "Apply" will the allow you to associate the expense with a contact name. The expense is then stored with the contact name(s) that you applied them to, along with a History Note sent to the ACT! Database with the expense information.	The Preview screen displays all expenses for the contact shown in contact name. The dropdown box allows selection of another name to display expenses for that contact.

ACTive Agent includes several informative Expense Reports. They are as follows:

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10 Week Publication Report	Agent Report	Client Report
View or print your inventory of listings and evaluate the past 8 weeks of advertising activity as well as the next scheduled 2 weeks. This report allows you to examine all listings at a glance to make ad decisions, instead of looking up listings one by one to see when, where, and how they have been advertised.	View or print a detail of all costs or expenses associated with ne, or all listings. This report differs from the "Client Report" (see below) in that it shows YOUR actual cost, as well as the CLIENT's cost for expenses incurred for the listing.	View or print a detail of all "client" costs or expenses associated with one, or all listings that can be distributed directly to your customer. Your customers will never ask you to cut your commission again!

Other Products by Sonoma Enterprises

ACTive Agent MT — Track multiple real estate transactions and associate them to one or more ACT! contacts, as well as associate multiple properties to one ACT! contact.

Technical Support Information
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