Letter Basics

Each Mortgage Quest letter is a Word form letter that contains mail merge fields. You’ll find mail merge fields at the top of letters and sometimes embedded in the body of the letter. When you print the letter, information from Mortgage Quest databases is merged into these fields. You can add other mail merge fields into letters using the Word command called Insert Merge Field.

Many letters reference information found in the Mortgage Quest register screen, such as your company name, work phone number and assistant’s name.

Click the Register  icon to view this screen.

Each letter has a merge field called <<M_DEAR>>. This field is the salutation for the letter. When the letter is printed, Mortgage Quest merges the information contained in the Greeting field in the borrower or contact record. As you enter borrowers and contacts, make sure the Greeting field contains the salutation desired when sending letters to that person. Mortgage Quest automatically generates this information, but you can change it if needed.

Mortgage Quest automatically writes your name and title at the bottom of the letter when it is printed. Each letter ends approximately 5 lines after the last sentence so there is room for your signature or scanned image of your signature.

Note: Do not type your name at the end of a letter; otherwise, you will see two names at the bottom of the letters.