Importing from data files (Excel, CSV, etc.)

Once your import data file is copied to the WebDesk, the process of importing data files into the WebDesk version of Mortgage Quest is virtually the same procedure as the standard desktop version of Mortgage Quest. From the Importing screen in Mortgage Quest, use the ‘Read Data From’ field to select ‘Import File Setup’, then click ‘Setup Wizard’ and follow the prompts to setup the import template for your file. For a demonstration of how to setup the import template, please review the ‘Other Data Files’ tutorial in the Mortgage Quest Online Training section of our main website at www.emarketfocus.com . Be sure to view the tutorial from your local desktop as the WebdDesk system doesn’t supply your computer with sound.

Once the template is setup, return to the Importing screen, make sure your template is selected on the ‘Read Data From’ field, and click ‘Read Borrowers’ or ‘Read Contacts’.