Print Monitor

The Print Monitor searches for letters due to print and displays them in a list. When you print, Mortgage Quest selects the correct letter, determines the person receiving the letter, and then sends commands to Microsoft Word to merge and print, fax or e-mail letters. Once Mortgage Quest prints, it schedules the next letter in the campaign.

When you start Mortgage Quest, the Event Monitor searches for letters due to print and displays the Print Monitor in the list of events that are found. Select Print Monitor and click Select. A list of all campaigns with letters due to print displays.

You can also search for letters to print by clicking the Print Monitor  icon.

Print Letters and Labels and Send E-mail

Select a campaign and click Print/Send. Mortgage Quest prints, faxes, or e-mails the letters in the campaign. The print mode (i.e., print, fax, or e-mail) is determined by a number of factors. If printing the Loan Cycle, the print mode is determined by the options described in the section on the Loan Cycle.

After the letters are printed, Mortgage Quest asks if the letters were printed successfully. Click Yes and the campaign is updated and now ready to print labels. Click Print again to print labels for the campaign. Mortgage Quest only prints labels for letters actually printed. No labels will be printed for letters that are faxed or e-mailed.

If the letters don’t print successfully, click No when asked if they printed OK. This allows you to reprint the campaign.

The S button at the top of the Print Monitor determines which is printed first: labels or letters. It is recommended that letters be printed first, then labels. If you print labels first, labels are printed for everyone in the campaign, regardless of the print mode. If you print letters first, labels are not printed for letters that are faxed or e-mailed.

Print/Send All

1.  Click Print All to print all campaigns shown in the list. The processing is the same as with printing individual campaigns described above.

Note: Mortgage Quest only prints either all labels or all letters selected.

2.  Click the Labels/Letters icon to select Letters or Labels.

3.  Click Print All.

4.  Mortgage Quest will print all the letters or labels for the items shown.

5.  After printing, Mortgage Quest asks if the printing was successful. If you answer No, Mortgage Quest asks if any of the campaigns printed correctly. If you click Yes, Mortgage Quest displays the campaigns printed. You may then move the campaigns that completed successfully to the right side of the window. Click Close and Mortgage Quest updates the campaigns completed. The campaigns that did not print correctly may then be reprinted.

View Letters

Click View Letters to display a list of people who will receive letters. It also shows the print mode for each letter, such as print, skip, fax, or e-mail. If desired, you can change the print mode of a letter. The most common change is to skip a letter. You can also choose to fax a letter instead of printing it. However, it’s recommended that you don’t change a letter from print to e-mail because there will be no subject for the e-mail.

To change the print mode:

1.  Select a person or select a group of people by selecting the first person, hold the Shift key down and selecting the last person in the group.

2.  Click Skip, Fax, E-mail or Letter button. The print mode will be applied to all people selected.

3.  You can skip an entire campaign by clicking Select All and then Skip.

Note: After changing the print mode, click Close and print the campaign letters immediately. If you select a different campaign, the changes will be lost.

Other View features:

·      Loan Status – For borrowers only. Displays a Loan Status screen where you can set the items needed to complete a loan.

·      Report – Generates a list of people for this campaign who will receive letters.

·      Sort By Last Name – For Loan Cycle Only. Sorts the list by last name. This is useful for skipping multiple letters to the same person.

Skip Labels

This option allows you to skip printing labels for a campaign.

Labels Only

The Labels Only button is used to process newsletter-type campaigns. This type of campaign is used to remind you to send a newsletter. Click Labels Only to print labels for the campaign and then record that the newsletters were sent to the people involved.

Label and Envelope Setup

The Label Setup feature allows you to select the type of labels or envelopes to print.

Changing Label Types

1.  Click Label Setup on the Print Monitor screen. You can also select Tools / Options and the Printing tab to access the label setup.

2.  Select the type of label from the list. If you want to print envelopes, select the Laser Bus Envelope 9 ½ by 4 1/8.

3.  Click Apply.

4.  Click Close.

Printing Envelopes

1.  Click Label Setup on the Print Monitor screen or select Tools / Options and the Printing tab. Click Label Setup.

2.  Select Laser Bus Envelope and click Apply.

3.  Click Close.

Editing Labels and Envelopes

1.  Click Label Setup on the Print Monitor screen or select Tools / Options and the Printing tab. Click the Label Setup button.

2.  Select the label to edit and click Edit. A report form opens for the label.

3.  Click the fields labeled Line 1 through Line 5. Use the arrow keys to move the fields to a new location. You can also use the mouse to drag the fields.

4.  Close the form and save changes.

Caution: Never delete a field or you will get errors when printing.

Position Label

This feature allows you to set the column and row of the starting label position.

Date Field

The Print Date field contains the date that will appear on printed letters. Today’s date is the default for the Print Date, but you may enter past or future dates. If you change this date, however, it affects when the next letter in the campaign is due to print.

To cancel printing:

Hold the Q key down while printing.