When Mortgage Quest sends e-mail, it writes optional information at the bottom of the e-mail, such as your e-mail and web site addresses. The e-mail options specify which information to include as well as what subject line to write for status letters.
Company Name
Include the company name at the end of all e-mail.
Office Phone Number
Include the office phone number at the end of all e-mail.
Fax Number
Include the fax number at the end of all e-mail.
Pager
Include the pager number at the end of all e-mail.
Cell Phone Number
Include the cell phone number at the end of all e-mail.
Loan Officer E-Mail Address
Include the loan officer e-mail address at the end of all e-mail.
Loan Officer Website URL
Include website URL at the end of all e-mail.
Set Same Options
Set the same e-mail ending options for all users in a Multi-User Enterprise system.
Status Letter Subject Options
When e-mailing Loan Cycle Status letters, there are several options you can set regarding the subject line:
· Property Address in subject for Status e-mail – Put property address first in the subject for status e-mail to listing, attorneys, and escrow agents (e.g., 2299 Mesa – Loan Status:)
· Borrower name first in Status e-mail – Put borrower name first in the subject for e-mail to selling agents (e.g., John Smith – Loan Status:)
· Include Loan Status in Status e-mail –This option appends the borrower loan status to the e-mail subject for all e-mail status letters (e.g., John Smith – Loan Status: Open)
Use E-Mail PS Line
Add a P.S. type of tag line after the loan officer information. Enter the tag line information into Tag Line field.
Put First Name in E-Mail Subject
If marked, Mortgage Quest puts the e-mail recipient’s first name in the subject line (e.g., “Joe, Your Loan has been Approved!”)
Show Subjects
List all e-mail letters and subjects.
Set E-mail Ending Labels
This option allows you to set e-mail labels which appear at the end of all e-mail. For example, if “Office:” is in the field, the e-mail ending will include the label Office: and then the phone number. (e.g., Office: 888-788-8877).
Note: Do not enter actual information in the field, such as your company name.
Get E-Mail File
Mortgage Quest can use separate HTML files, which can contain graphics, links and other information, with its standard e-mail. When you select a header or signature file, Mortgage Quest inserts the HTML files at the beginning and ending of the e-mail. If you have e-mail stationery, Mortgage Quest inserts the letter content at specific HTML tags. Market Focus must set up your stationery to be used with Mortgage Quest letters. A set-up fee may be required.
Clear E-Mail File
Clear the HTML file selected.
View E-Mail Files
View the HTML files selected.
Select User
In a Multi-User Enterprise system, select a user to set individual e-mail options.