Group Lookup

The Group Lookup allows you to find people within a specific group. You can find people in the following groups:

·      Company (contacts only)

·      City

·      Zip Code

·      Contact Title

·      Contact Group

·      Loan Status (borrowers only)

·      Priority

·      Status

·      Referral Source

·      Lead Source

To look up a group of people:

1.  Select Group Lookup / and the type of group.

2.  Enter the search information. You can enter partial search data or the exact data you want to find.

Note: You may also click the View button to display a list of possible groups to search. Highlight the group to search and click Select.

3.  Mortgage Quest searches for people who match the group selected and displays them in the Card File View.