This feature allows you to print, fax or e-mail single letters to borrowers and contacts. It does not affect active campaigns or the Loan Cycle. When you send a single letter, the person’s notes are updated with the name of the letter sent.
You can print, fax or e-mail single letters from various places in Mortgage Quest:
· Card File View
· Borrower and Contact Databases
To send a letter using drag and drop and the Letters list:
1. If the Letters list is not showing, select View / Lists and Show Letters List.
2. Go to the contacts or borrowers database to display the list of appropriate letters.
3. Find the person in the Record list by typing the last name.
4. When the person is found, click on the name in the list, hold the left mouse button down and drag the name to a letter in the Letters list. Let go of the mouse button to begin the printing process.
To send a letter from the Card File View:
1. With the Card File View displayed, select a person.
2. Click Print Letter, Fax Letter or Send E-Mail.
3. A list of eligible letters displays. For example, if you are printing a letter to a contact, only contact letters are displayed. If you click E-mail, only e-mail type letters are displayed
4. Select a letter and click Select.
5. Mortgage Quest commands Word to print, fax or e-mail the letter.
6. The person’s notes are updated with the name of the letter sent.
To send a letter from the Borrower or Contact Database:
1. Go to the person's record.
2. Select File / Send / Letter, Fax or E-mail. You can also right mouse click and make these selections.
3. A list of eligible letters displays. Select a letter and click Select.
4. Mortgage Quest commands Word to print, fax or e-mail the letter
5. The person’s notes are updated with the name of the letter sent.