Borrowers Database Overview
The Borrowers database contains your prospect and past borrower information. This information is divided into 9 tabbed screens and 4 side lists used to display names, campaigns, letters and activity series.
· Borrowers – general information, names, addresses, telephone numbers and loan status.
· Loan Details – financial information about the loan.
· Notes – general notes about the borrower.
· Loan Status – indicates the items needed to complete the loan. This information can be imported from other loan processing programs, such as Point, Genesis, Contour etc.
· Outlook Activities – When the Outlook interface module is enabled, the Activities screen shows all Outlook appointments and tasks from within Mortgage Quest.
· Marketing – marketing and lead information, such as borrower goals, desired interest rate, referral lead and referral source.
· Personal Info – demographic information, such as employment, marital status, income, debts, birthdays and anniversaries.
· Interests – indicates special interests, which can be used to send special interest letters.
· Custom – contains fields that you define to contain any information.
· Records List – Shows a list of borrowers on the left side of the screen. Double click on a person and Mortgage Quest displays the record.
To select the Borrowers database, click
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