TransACT! Residential Agent

ACT! is the best selling contact management software in the world! It commands an 80% market share. pinpointtools customizes ACT! to work for the Residential Real Estate industry. Together they allow you greater efficiency in running your business. They work the way you do! You can quickly mail to a group of people or easily locate Buyers and Sellers.

Never again will you miss another phone call, meeting, or to-do item. You will have total time management plus a daily scheduler at your finger tips. The package comes with integration to the Palm Pilot and other portable devices. You can find time for more business, meet your goals, and reach your true potential when you put ACT! and TransACT! Residential to work for you.

TransACT! Residential Features

Custom Database and Layout Design

TransACT! for Residential Real Estate provides a completely custom database design exclusively for industry professionals. The special database is extensive and provides you with the design necessary to gather the information you need to work efficiently. TransACT! also includes a custom designed layout for your use. You get a complete package that looks like it was designed just for you and your needs. TransACT! Residential is recommended software from the RS Council of the Realtors National Marketing Institute of the National Association of Realtors.

For those who like a standard package, pinpointtools can be used right from the installation. For other users, pinpointtools also allows you to further customize the layouts as desired. Unlike some "canned" packages, pinpointtools lets you configure your software to reflect the unique needs for your business. TransACT! Residential does not alter any existing ACT! data nor threaten it in any way.

AutoScheduler

ACT! does not allow you to schedule multiple events at one time. Each one must be scheduled individually. pinpointtools' AutoScheduler lets you schedule multiple events with just one click. You can create, apply and reuse all the action plans or campaigns you want. Those events can be any combination of calls, meetings, and to-do's. You can define, save, reuse, or modify your own Plans of Action. It also works with the Letter Manager so you can schedule letter events inside the campaigns as well.

Letter Manager

Schedule and print letters just like you schedule to-do's. Pick the date and print all your letters for that day... different letters to different people. Letter Manager automates the complete follow-up process. It works as a stand alone scheduler, or in conjunction with AutoScheduler.

Quick Entry

Enter a ZIP Code and watch it automatically fill in the City, State, and Area Code for both phone and fax. Saves you valuable time on data entry for business cards or meeting rosters. Works with international postal codes as well.

Quick Photo

Allows you to attach an unlimited number of photos, letters, documents, orders, …anything you can scan or photograph. Quick Photo displays the images in sequence order and does not require you to search in ACT! History for attachments. Images can be used in other programs or printed as desired.

Financial Calculator

Calculates mortgage payments, loan balances, Present Value calculations, NPV and IRR, plus amortization tables in a snap. This is a complete calculator, right on your desktop.

Buyer Qualification

This application allows you to quickly determine the financial qualification for residential home buyers. It works for FHA and Conventional loans. In addition to determining financial capability of your prospective purchasers, Buyer Qualification also prints a qualification report and closing cost estimate.

Backup and Restore

You can have peace of mind knowing your data is safe and backed up. pinpointtool's toolbox will back up more than just the database folder. It backs up your complete database as well as documents, reports, templates, mail, plus it backs up sub-folders as well. You get prompted for multiple disks if needed.

Commonly Asked Questions About TransACT!

What are the main features of TransACT!?

The main feature of TransACT! is the pinpoint toolbox. The toolbox consists of AutoScheduler, Letter Manager, Quick Entry, Quick Photo, Backup/Restore Financial Calculator, Property Inventory Database and The Cash Flow Analyzer. Custom designed layouts as well as all the information fields are included. In addition, power users can modify the TransACT! designs to meet their special needs.

What does TransACT! do that ACT! doesn't?

TransACT! provides several utilities to help ACT! do some things that ACT! can't do by itself. While ACT! is great, TransACT! makes it even better. You can review the list of TransACT! Utilities to see how they add capability to ACT! TransACT! gives you custom designed databases and layouts. Most ACT! users are comfortable naming some of the user fields. TransACT! adds close to 100 additional ACT! fields and displays those fields in an industry specific manner.

What is the relationship between TransACT! and Sage Software (publisher of ACT!)?

pinpointtools is an independent software publisher with a special relationship with Sage Software. We are part of the Solutions Alliance Program with Sage Software, ACT! Certified Consultants and part of the Premium Support Group. This unique relationship enables us to develop TransACT!. They like us so much, they often add our features to ACT!.

What will happen to my existing ACT! data?

Nothing! Unlike some other ACT! add-on products, we do not change the way ACT! stores its data. You can use your existing ACT! databases and layouts with the toolbox. You can import your current ACT! data into the new database design. You won't lose any ACT! information. Complete import instructions are included in the manuals. There is even a training video on the CD.

What if I am not currently familiar with ACT! ?

The first step is to look at ACT!. You can download a demo of the latest ACT! from www.act.com, or install it from our toolbox CD. If you have never seen ACT!, it is hard to appreciate how toolbox can enhance its capabilities. If you already know that ACT! has an 80% market share and is the greatest contact management software in the world, then you can feel confident with ACT! and toolbox.

What kind of Technical Support can I expect?

We provide unlimited fax and email support. It is the fastest technical response we offer. Telephone support is available for $150 per hour. Very few installation problems or usage problems are not covered in one of our quick fax documents, our customer web site, or on our TransACT! CD-ROM training sessions. we can do classes by WebEx, database & layout customization, custom reports, and more.

What if I am using another software program?

Most other contact management programs allow you to export your contact information. One industry specific program for residential real estate does not allow exporting. However, this is not a common situation. Once your contact information is available in a standard data format, it can be easily brought into ACT! and TransACT!.

How does ACT! and TransACT! compare to other programs?

ACT! has an 80% market share and doesn't take back seat to any contact management software. TransACT! has been the leader in Mortgage Banking software for over 10 years. We created the first ACT! Add On product. We don't lock you into a complicated database design for ACT!. In fact, we let you customize it all you want. We even allow you to create new property types in the Property Inventory Database. This is critical for those who handle specific property types like special land use or special property types. We use ACT! and make it work for you. For contact management... where the real money in sales is based... get ACT!. To make ACT! even better, get TransACT!

What if I don't like it?

Try it for 30 days. If you don't like it, send it back for a full refund (less shipping costs). We will ask that you remove TransACT! from your computer and then issue you a refund.

Other Products by pinpointtools

Advanced Sales Reporting — Powerful sales reports for ACT!. Analyze your sales efforts, identify weak spots and help plan future efforts.
Calyx Point Link 1.0 for ACT! — The fastest, easiest way to keep your ACT! and Point systems in sync. Lets you send data back and forth between ACT! and Point — no more retyping or working with outdated information!
pinpoint Marketing tool — Combine emails, letters, calls, meetings, and todos into Marketing Campaigns and Action Plans to automate your marketing messages and deepen relationships with your prospects and customers.
pinpoint toolbox — All the standard utilities in one package; no special industry tools.
Sales Manager — Track forecasts, quotes, proposals and orders all the way through the sales cycle.
TransACT! Home Building — Complete home builder sales system using ACT!
TransACT! Mortgage Banking — For loan officers using ACT!
TransACT! Residential Agent — Complete package for real estate agents who want increased productivity with ACT!

Technical Support Information
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