Changing the Letter Template

Changes to the letter template are applied to all letters.

1.  Before changing the template and updating all Mortgage Quest letters, it is recommended that you first back up your letters.

2.  Select Tools / Options and the Printing tab.

3.  Click Template Setup.

4.  Click Yes if you want to insert a letterhead graphic in all letters. A window displays so you can select the graphic file.

5.  Mortgage Quest then opens a template in Word and inserts the letterhead graphic if one was selected. This template is used to create new Mortgage Quest letters, so it is important that you do not add any text into the template.

6.  To change the photo and signature graphics, click on the graphic and drag it to increase or decrease its size.

7.  To change the page margins, select File / Page Setup in Word and modify the margins as needed.

8.  To change the number of lines, you can delete or add lines between the top of the page and the field named <<G_date>>.

9.  When you are finished customizing the template, exit Word and save your changes.

10. In Mortgage Quest, click Update Letters to apply your changes to all letters.