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Industry/Business recomondation

New Member
Posts: 1
Country: United States

Industry/Business recomondation

I am a loan officer in the mortgage business. I am looking for suggestions as to what ACT version or style

would best suite my needs to keep track of my customer base and some basic loan data on the past loans I

have done for them.  Thank you.

Master Commentator
Posts: 23
Country: United States

Re: Industry/Business recomondation

You'll definately want to meet with an ACT Certified Consultant (ACC) to discuss this.  They will be able to assess your needs and match you wirth the best version. Then thery will be able to help you get it all set up and work with you to customize it to suit your individual situation.


Might awant to have a look at ACT for financial professionals. You can find it here:



On that page you will also find a link to find an ACC you can consult with.