Outlook Options

These options control how Mortgage Quest interacts with Microsoft Outlook.

Use Outlook

If marked, Mortgage Quest will update Outlook records.

Show Linked Tasks and Appts.

If marked, Mortgage Quest will read Outlook linked appointments task information and display the items in the borrower and contact Notes screen. Program performance may be improved if this option is unmarked.

Track Rate Locks in Outlook

If marked, create Rate Lock Events in Outlook from Mortgage Quest’s lock expire dates on the Loan Details screen.

Remind Days Before Lock Expire

Rate Lock Events will be created in Outlook with the reminder feature turned on and the remind time set to this value.

Add Loan Details to Notes

Transfer Mortgage Quest borrower loan details into the Outlook contact record notes.

Enable Events

When Outlook Events are enabled, any changes to Outlook contacts, appointments and tasks that are linked to Mortgage Quest records will be updated automatically.

Automatic Create

When Automatic Create is enabled, an Outlook record is automatically created when a new Mortgage Quest record is entered. If this is unmarked, you must use the Record / Send to /Microsoft Outlook to create a new record. Once a Mortgage Quest record is created in Outlook, it will be updated when information changes.

Open at Start Up

When this option is marked, Mortgage Quest starts Outlook as part of its start up process. If you are using Vista, Outlook must be started along with Mortgage Quest.

Permanently Delete from Outlook

You can delete an Outlook task or appointment displayed in Mortgage Quest. If this option is unmarked, the deleted item stays in the Deleted Items folder. If this option is marked, the item is also deleted from the Deleted Items folder (Recommended).

Create Outlook Birthdays

If marked, create Outlook birthday events from Mortgage Quest’s birthday fields. Only the main Borrower and Contact birthdays can be created in Outlook.

Clear Outlook Rate Locks

Deletes all Rate Lock Events created from Mortgage Quest data.

Map Outlook Folders

With Outlook you can create other personal folders for contacts, tasks and the calendar. This feature allows you to select which folders Mortgage Quest will use to synchronize data.

Note: If you plan to use reminders with Outlook tasks, leave the Task folder set to Default. Outlook does not support reminders in other personal folders.

Synchronization Report

This report is useful for checking the links between Mortgage Quest and Outlook records.

Clear Outlook Birthdays

Removes all birthday events created in Outlook from Mortgage Quest birthday fields.

Clear Outlook Links

Mortgage Quest tracks links between borrower and contact records and the Outlook records in the Contacts folder. Clear Outlook Links clears these links. The links are reestablished the next time you sync with Outlook.

Clear Deleted Items Folder

Removes all items in the Outlook Deleted Items folder.

View Log

The log tracks Outlook errors that may have occurred.