Mortgage Quest integrates with programs you use daily.
Can import information from Excel, text comma delimited, and database files.
- Integrates with Microsoft Word 97 and higher to create, edit, and print marketing letters.
- Contains best mail merge available today because it controls entire process
automatically!
- Searches for all marketing letters due to print for the day.
- One button push selects letter and person, then sends commands to word processor
to merge information and print letter.
- Fax letters to borrowers and contacts with WinfaxPro.
- Create broadcast faxing for marketing campaigns.
- Act 3.0/4.0/2000 compatible.
- Import ACT! data to create Borrower and Contact records.
- Use ACT! as the contact manager and Mortgage Quest for database marketing.
- Link any ACT! fields to corresponding Mortgage Quest field.
- Synchronize data between Mortgage Quest and Outlook Contacts folder.
- Send data imported from LOS programs to Outlook automatically.
- Create and manage linked Outlook tasks and appointments from Mortgage Quest.
- Display Outlook history of tasks and appointments from Mortgage Quest.
- Transfer loan details into Outlook Contact notes.
- Provide a bridge between your LOS system and your Palm Pilot or Pocket PC, including loan details.
- Link all Outlook e-mail sent and received to the Mortgage Quest record for easy viewing.
- Create rate lock events in Outlook.
- Assign and e-mail Outlook tasks to other people, who must formally accept or decline tasks you assign.
- Define and manage workflow tasks through the new Activity Manager.
- Import Internet Leads received via Outlook e-mail. (Setup fee is required)
- Microsoft Exchange compatible.
|
