Mortgage Clients Database - Version 4.5

  • Click Here for Purchase Instructions (PayPal)
  • Track all your mortgage details
  • Maintain a list of contacts
  • Create mass mailing letters, along with labels and envelopes
  • Create automated emails (with attachments)
  • Run reports to see your mortgage totals
  • Remind yourself of upcoming client events, including Closing dates, Renewal dates, and your own custom reminders
  • Create Mail Merge to Microsoft Word.
  • Export to Microsoft Excel spreadsheet for further manipulation
  • Search your database for anything related to your client or mortgage
  • click here for some useful links on the main softmv site.

* Current Versions. Check chart below to see compatibility with Microsoft Office

Mortgage Clients Version
Microsoft Office Version
Version 4.5
Requires Microsoft Office version 2003.

Requires Microsoft Access and Microsoft Outlook to be installed.
Version 4.3
Works with Microsoft Office 2003 or Microsoft Office XP.

Requires Microsoft Access to be installed.

 

User Guide  
Version 4 User Guide (PDF format requires Acrobat Reader)
 
 
I want to buy the database:  
If you are interested in purchasing a copy of the Mortage Clients Database, click on this link.
Help / Support:  
For any additional help or support, click on this link to send us an email.
  Release Notes
2007-03-25 Version 4.2 released. It addresses some issues when sending emails through Lotus Notes.
2007-05-15

Version 4.3 released. Ability to attach files to your mass emails. You will be able to use this feature to attach your premade flyers to the email.

This version also contains a fix to the problem of an extra slash (/) appearing in mail merge files, when you choose to print first and second names, but the second name is blank. The program will be changed to check for a blank second name and remove the slash.

2008-10-31

Version 4.5 released. Program has been upgraded to support Microsoft Outlook.

Note: Microsoft Office 2003 is required for this version

Here are a couple of sample screens. See the User Guide for all the screens and their related explanations.

Mortgage 1 Screen

Address

Phone

Reminders

See the User Guide for more screens.