The Mortgage Quest dashboard provides you with many tools to help you manage your data and gives you feedback on your business without having to run reports. With a few button clicks you can select specific records, without having to run queries. The dynamic charts show you vital information visually, such as the total dollar amount or number of loans by category.

• Instantly view your prospects, in process and funded loans
• View lead, pipeline and production charts displayed dynamically
• Set loan status, sales stage and pipeline fields on selected records
• Add people to campaigns
• Delete selected records
• Show pipeline summaries for multiple loan officers

The new dashboard makes it very easy to determine my pipeline and where my business is coming from. I used to do this manually. Now the dashboard shows this information instantly.

Theresa Springer
Pacific Sunset Mortgage, Inc.
Beaverton, OR

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