Letter History
This report shows all letters printed during a certain time period. It uses the date the letter was printed.
Market Production
This report shows all marketing letters that were sent during a certain time period and the number of referrals and clients received. When you add a referral or when the status of a borrower or contact is set to Client, Mortgage Quest flags the last marketing letter sent to the person. This report helps determine the success of your marketing.
Referral Gift
This report lists the people who received gifts from you. It uses the date the gift was assigned to a person.
Referrals Provided
This report lists the people you have referred to other professionals. It uses the date when you referred the person to others (i.e., when you used the Refer To feature).
Referrals Received
This report lists the people who gave you referrals. It uses the date you assigned a person as the referral source for a borrower.
Verify E-Mail Address Format
This report verifies that e-mail addresses are in the correct format. For example, all e-mail addresses must have an @ sign and at least 1 period. Verification does not check to see if the e-mail address actually exists or will not bounce back.