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How is Mortgage Quest different from other contact managers?
- Other contact managers keep track of information, but they don't have automated marketing features or letters.
How does it increase sales?
- By sending marketing letters to referral sources for 1 year after a loan closes, and staying in contact with past borrowers for 4 years.
- By setting up timed marketing campaigns with valuable tips for referral sources such as Realtors.
- By using a special feature to find specific people for marketing promotions.
Are there importing and exporting features?
- You can use one of the programs compatible with Mortgage Quest to import data.
- Data stored in another program can be imported from formats such as Excel, dBASE, and text comma delimited.
What letters are included?
Can you edit the letters?
- Yes, with Microsoft Word. You can also use Word to create new letters and use Mortgage Quest to perform the automatic mail merges and letter scheduling.
Yes, you can...
- Define database fields for borrowers and contacts.
- Edit all letters and add database merge fields.
- Add items to all lists.
- Set different preferences for printing, faxing, and data entry shortcuts.
- Create new letters.
- Create custom reports.
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