The Setup Wizard guides you through setting import option. This option allows you set options without using the Setup Wizard.
Update All Files
After Mortgage Quest records are created, they can be updated. If marked, all imported records will be read and updated. If unmarked, only certain records are updated. For example, when updating borrower records, only open loans and prospects are updated. Closed loans are not.
Update Time & Chaos
If marked, imported data is also transferred to Time & Chaos.
Import Denied Loans
If marked, Mortgage Quest ignores any borrower records that have a loan status of denied, cancelled, or withdrawn.
Add to Loan Cycle
If marked, Mortgage Quest adds borrower records to the Loan Cycle based on their open and close dates.
Switch Mail Address
If marked, Mortgage Quest switches the property address to the mailing address fields when the borrower loan status is closed. This allows future mailings to be received at the new address. This only applies to primary loans.
Track Birthdays
If marked, Mortgage Quest translates imported borrower and contact birthdays into birthday events. A birthday event doesn’t use the year the person was born; it uses the current year so it can track it and remind you when it is going to expire during the year.
Create Balloon / Arm Adjust Dates
If marked, Mortgage Quest creates and tracks these dates based on data imported from the 1003.
Match Loan IDs
If marked, Mortgage Quest checks the Loan ID field to determine if a borrower record exists and should be updated, or it is a new transaction and creates a new record.
Set Loan Cycle Email Mode
If marked, Mortgage Quest automatically sets the Loan Cycle Send Mode to e-mail when records are created either manually or from importing.