The Mortgage Quest Outlook interface module provides capabilities to share information between Mortgage Quest and Microsoft Outlook. This section describes how information is shared between the two programs and the Activity Manager, which allows you to define a series of activities that are created automatically for workflow management.
Mortgage Quest provides the following integration features:
· Data is synchronized between Mortgage Quest and the Outlook Contacts folder.
· You can create and edit linked tasks and appointments from Mortgage Quest. You can also assign these tasks to other people inside or outside your office.
· Linked tasks and appointments are displayed in Mortgage Quest
· You can view all Outlook tasks and appointments from within Mortgage Quest.
· All e-mail sent and received in Outlook are linked to borrower and contact records.
· Information added or modified in either Mortgage Quest or Outlook is transferred automatically.
· Mortgage Quest borrower loan details are transferred into Outlook notes.
· You create and manage a series of activities through the Activity Manager.
· You can create rate lock events in the Outlook calendar.
· You can select which Outlook folders to use with Mortgage Quest.
· Microsoft Exchange compatible.
To Enable/Disable Outlook Interface:
1. Start Mortgage Quest.
2. Select Tools / Options and the Outlook tab.
3. Mark or unmark the Use Outlook checkbox. A marked box means the Outlook interface is enabled..
4. If desired, mark the Show Linked Tasks and Appts checkbox. When this feature is enabled, Mortgage Quest shows a history of all linked tasks and appointments for the person displayed.