Mortgage Quest Version 3.6.1

System Requirements

Installation and Setup Procedures

Installing Mortgage Quest from CD

Registering Mortgage Quest Single Version

Installing Mortgage Quest Marketing Letters

Installing Mortgage Quest Modules

Mortgage Quest Network Version Installation

Mortgage Quest E-Mail Setup

Networking Time & Chaos

Installation and Setup

Convert Old 2.6 Data to Mortgage Quest 32

Reinstalling Mortgage Quest

Uninstalling Mortgage Quest

Contacting Technical Support

Contact Management

Lead Management

Prospect Marketing

Customer Loyalty Marketing

Database Marketing

Relationship Marketing

Monitoring Events

Microsoft Outlook Interface Module

Time & Chaos Time Management System

E-mail Market Module

Microsoft Word

Mortgage Quest Systems

Mortgage Quest Pay Per Use Services

Borrowers Database Overview

Outlook Activities Screen

Contacts Database Overview

Mortgage Quest Record Toolbar

Entering New Borrower and Contact Records

Data Entry Options

Deleting Borrowers and Contacts

Attaching Files to Borrowers and Contacts

Creating Related Parties Groups

Tracking Referrals

Tracking Closing Gifts

Sending E-Mail Messages to Borrowers and Contacts

Sorting Contacts and Borrowers

Using Groups to Select People to View

Setting Loan Cycle Status Letter Options

Viewing Letters Sent to a Borrower or Contact

Viewing Campaign Status

Finding Borrowers and Contacts

Searching Database Fields

Viewing Data in Spreadsheet Format

Spreadsheet Manager

View List of Contacts

View List of Borrowers

View List of Companies

Bookmarks

Microsoft Outlook Interface Module Overview

Synchronizing Outlook Data with Mortgage Quest

Outlook Setup

Transferring Mortgage Quest records to Outlook

Transferring Outlook records to Mortgage Quest

Synchronizing Data with Outlook

Mapping Outlook Folders

Managing Outlook Appointments and Tasks

Creating and Managing Outlook Appointments

Creating and Managing Outlook Tasks

Displaying All Outlook Activities

Using the Activity Manager

Creating a New Activity Series

Adding People to Activity Series

Removing People from Activities Series

Viewing Activity Series Status

Refresh Mortgage Quest with Outlook Data

Displaying E-Mail Sent and Received

Track Rate Locks in Outlook

Mapped Mortgage Quest and Outlook Fields

Tracking the Sales Stage

Logging Call Activity

Making Sales Forecasts

Lead Management Reports

To Enable/Disable Time & Chaos:

Transferring Information to Time & Chaos

Synchronizing Data between Time & Chaos

Displaying Notes and Linked Appts and ToDos

Mapping Time & Chaos Custom Fields to Mortgage Quest

Query Essentials

How to Create a Query

Editing a Query

Query Tutorial

Getting Ready to Use the Query

Creating the Query

Query Suggestions

Using Predefined Reports

Running Predefined Reports

Borrower Reports

Contact Reports

General Reports

Creating and Editing Custom Reports

Report Form Edit Tools

Report Form Objects

Report Form Band Types

Changing Report Band Area Size

Adding and Changing Label Objects

Adding Graphic and Picture Objects to Report Form

Adding Fields to Report Form

Previewing Changes

Marketing Campaign Components

Campaign Manager Features

Creating New Marketing Campaigns

Editing Marketing Campaigns

Mapping Special Interests to Marketing Campaigns

Adding People to Marketing Campaigns

Removing People from Marketing Campaigns

Viewing Campaign Status

Canceling and Restarting Campaigns

Campaign Status Report

Consumer Shopping Marketing Campaigns

Tracking Marketing Newsletters

The Loan Process & Loan Cycle Marketing

Adding Past Borrowers to Loan Cycle

Customizing the Loan Cycle

Removing People from the Loan Cycle

Types of Loan Cycle Letters

Open Letters

Status Letters

Close Letter

3, 6, and 12- Month Letters

After Loan Cycle Letters

Mortgage Quest and Microsoft Word Interaction

Mortgage Quest Letters

Letter Basics

Spanish Letters

Letter Graphics (optional)

E-mail Letters

Managing Mortgage Quest Letters

Inserting Mortgage Quest Fields into Letters

Writing Temporary Letters

View Letter Files

Print and E-Mail Monitor

Displaying E-Mail Before Sending

Printing/Faxing/E-Mailing Single Letters

Faxing Campaign Letters

Event Monitor

Monitoring Custom Events

Monitoring Predefined Events

Defining Custom Fields

Customizing Lists

Backing Up and Restoring Mortgage Quest Data

Administration Tools

View User Registration - Single User Version

View User Registration - Multi-User Version

Change Password

View System Information

View Installed Modules and Letters

View Letter Files

Install Marketing Letters

Install Add-on Modules

Creating Greeting Fields

Capitalize Fields

System Information

Exporting Borrowers and Contacts

Organizing Users into Teams

Assigning Loan Officers to Borrowers and Contacts

Setup for Importing from Other Programs

Setup for Importing ACT!

Setup for Importing Data Files

Display Import Results

Import Results Report

Byte Qualifier Series Interface User Notes

Calyx Point Interface User Notes

Contour Loan Handler Interface User Notes

Encompass Interface User Notes

Genesis 2000 Interface User Notes

LoanSoft Interface User Notes

MarketerPro Interface User Notes

Importing E-Mail Leads

Introduction

Account Management

Account Management Reports

Postcards and Greeting Card Campaigns

Postcards

Birthday Card Campaigns

Greeting Card Campaigns

In Touch Today Set Up

Ordering Postcards

Ordering Birthday Card Campaigns

Viewing Birthday Card Campaigns

Ordering Greeting Card Campaigns

Other Features

Address Verification

Verifying Mailing Addresses

Result Messages

Introduction

Series 1 - Special Letters to Specific Realtors

Top Realtor Campaign

New Realtor Campaign

Realtor's Assistant Campaign

Alternate Sources Campaign

Series 2 - Special Letters to Consumers

Money Management Campaign

For Sale By Owner #1 Campaign

For Sale By Owner #2 Campaign

First Time Buyer Campaign

Past Buyer Campaign

Alternate Sources Campaign

Builders Campaign

Series 3 - General Purpose Realtor Letters

Series 4 - Special Letters to Realtors

General Tips for Success - Campaign 1

Marketing Tips - Campaign 2

Listing the Property - Campaign 3

Selling the Property - Campaign 4

Tips for the Broker/Owner - Campaign 5

Series 5 - Special Letters to Consumers

Special Interest Letters

Borrower Merge Fields

Contact Merge Fields

Contact and Borrower Merge Fields

Loan Cycle Letter Merge Fields for Contacts

Signature Scanning Template