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| • | Goals module - The Goals module provides you with a tool to enter your desired income, conversion rates and key metrics and it will calculate the number of contact you need to have on a weekly and monthly basic to achieve your income goal. |
| • | Mortgage / amortization calculator - Enter your mortgage amount, interest rate and number of payments; and it calculates the payment and generates an amortization schedule for the life of the loan. You are then given the option to email the amortization schedule. |
| • | Merge templates - Create new Active Agent for Outlook merge documents to manage existing documents |
| • | Contact search - Search your contact folders for a contact based upon Name, Spouse and/or Notes. |
| • | Mass update - Update the Categories, Notes, Contact Type, Contact Status, Source or preferred contact method. |
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