This feature allows you to e-mail an HTML document to a group of people. Mortgage Quest sends the document “as is” to everyone in the group. It doesn’t perform any mail merges with Microsoft Word and everyone in the group gets the same document.
Before using this feature, perform the e-mail test setup to verify that you can send e-mail through Mortgage Quest successfully. Select Tools / Options and the E-mail tab and perform the e-mail test.
To broadcast an e-mail:
1. If e-mailing borrowers only or contacts only, go to the appropriate database. If you’re sending e-mail to borrowers and contacts, you can be in either database.
2. Select File / Send / Broadcast E-mail. An e-mail wizard guides you through the following steps:
Step 1 – Who are you E-mailing?
1. Select the people you want to e-mail: borrowers only, contacts only or borrowers and contacts.
2. Click Next
Step 2 – Select Group to E-mail
1. Select the group to e-mail. The group can be all borrowers or contacts or you can choose Select Group.
Note: Only people who have e-mail addresses and whose Mail Status is to Send Letters will be selected.
2. Click Next. If Select Group is chosen, select the query that defines the group to e-mail. For example, if you are e-mailing to contacts, a list of Contact queries is displayed.
Note: To verify people in the group before sending a broadcast e-mail, use the Set Group feature for borrowers or contacts. This will show who will be send the e-mail.
Step 3 – Select HTML file or Send E-Card
1. If you are sending an HTML document, click Select File and find the HTML file that will be e-mailed to everyone in your group. The file should have the extension .HTM or .HTML.
2. If you are sending an e-card, click the E-Card checkbox. The checkbox will not show if E-Card Service is not enabled.
3. Click Next.
Step 4 – Select File Attachments (Optional)
1. Click Add and select a file to attach to the e-mail. You can add multiple files of any type.
2. Click Next.
Step 5 – Select Alternate Text File (Optional)
1. Some e-mail programs cannot display HTML formatted e-mail. You can create a text file that contains a message to display if the e-mail is rejected.
2. Click Select File and select the text file.
3. Click Next
Step 6 – Enter E-mail subject
1. Enter a subject that will appear in the recipient’s e-mail program. This subject will appear in all recipient’s e-mail.
2. Click Next.
Step 7 – Enter Reply To E-mail address
1. When a person in the e-mail group replies to the e-mail, it will be returned to this address. This allows you direct all e-mail replies to an assistant or other department.
2. Enter an e-mail address and click Next.
Step 8 – Broadcast E-mail summary
1. Verify the information on the summary page.
2. Click Send to send the e-mail to everyone in the group. You can display a list of people who will receive the e-mail. You can also skip people in the list. This is useful if you need to restart the broadcast and skip people who may have already been sent the e-mail.
3. After the e-mail is sent, everyone’s notes will be updated with the name of the e-mail file sent. You may also print a report showing people who received the e-mail.