Displaying E-Mail Sent and Received

When you send e-mail directly through Mortgage Quest, it is tracked and linked to the borrower and contact records. In addition, the Mortgage Quest Refresh feature reads all e-mail messages sent and received in Outlook and links them to borrower and contact records that have matching e-mail addresses. This allows you to view all e-mail sent and received from your borrowers and contacts from Mortgage Quest. Plus, if you are using a multi-user version of Mortgage Quest, you can see all e-mail correspondence sent by other users as well.

To display e-mail sent to a borrower or contact:

 

1.  From Mortgage Quest, go to the borrower or contact record.

2.  Click  and select E-Mail Sent. You can also select View / Letters & E-Mail / E-Mail Sent to Person.

3.  The screen below shows all e-mail sent directly from Mortgage Quest and Outlook:

 

 

The E-Mail Sent screen displays all e-mail sent through Mortgage Quest and through Outlook. To change the order of the e-mail displayed, click the column heading, such as Name, E-Mail Mode, E-Mail Name or Date Sent.

·      E-Mail Mode – The column labeled E-Mail Mode indicates how the e-mail was sent and has the following possible values:

o  Outlook E-Mail – E-mail was sent from Outlook.

o  Temp E-Mail – E-mail sent through Mortgage Quest’s e-mail editor.

o  Single E-Mail – E-mail letter sent through Mortgage Quest.

·      Print – Print the e-mail.

·      Delete – Delete the e-mail stored in Mortgage Quest. This does not delete the e-mail stored in Outlook.

·      E-Mail Received – Display all e-mail received from this person.

 

To display e-mail received from a borrower or contact:

 

1.  From Mortgage Quest, go to the borrower or contact record.

2.  Click  and select E-Mail Received. You can also select View / Letters & E-Mail / E-Mail Received from Person.

3.  The screen below shows all e-mail received from the person:

The E-Mail Received screen displays all e-mail received from the borrower or contact through Outlook’s Inbox. It has the following features:

·      Reply – Displays the Mortgage Quest e-mail editor so you can reply to the e-mail selected. The e-mail sent is tracked through Mortgage Quest.

·      Print – Print the e-mail.

·      Delete – Delete the e-mail stored in Mortgage Quest. This does not delete the e-mail stored in Outlook.

·      E-Mail Sent – Display all e-mail sent to this person.