Mortgage Quest allows you to define your own fields for borrower and contact records. There are three types of fields you can define: General, Merge, and Monitor fields. The General and Merge fields are list type fields.
· General fields contain any information about borrowers or contacts.
· Merge fields contain information that can be merged into letters. They also can be used as general fields.
· Monitor fields are date fields that can be tracked by the Event Monitor. When Mortgage Quest starts, these fields are searched. When a date matches or is less than the current date, the field title will appear in the Event Monitor window.
To define a custom field:
1. Go to the Borrowers or Contacts database.
2. Click the Custom tab.
3. Click to the left of a field you wish to define.
4. Enter the name of the field.
5. Click in the field and enter any information, such as number, characters or dates and press the tab key to add to the list.