The Mortgage Quest Outlook interface module provides capabilities to share information between Mortgage Quest and Microsoft Outlook 2003 and higher.
Mortgage Quest provides the following integration features:
· Data is synchronized between Mortgage Quest and Outlook Contacts folder
· You can create and edit linked tasks and appointments from Mortgage Quest. You can also assign other people to the tasks created in Mortgage Quest and e-mail it to them.
· Linked tasks and appointments are displayed in Mortgage Quest
· Information added or modified in Mortgage Quest is transferred automatically to Outlook
· Create a standard series of tasks with the Activity Manager for workflow management.
· Create Rate Lock Expire events in Outlook.
· Create birthday events in Outlook.
· View all Outlook appointments and tasks from Mortgage Quest.
· Use the Outlook e-mail editor to send temporary e-mail through Mortgage Quest.
· Read Outlook Inbox and Sent folders to create an e-mail history for borrowers and contacts.