Read Contacts

The majority of interface modules create contact records in Mortgage Quest from information stored in the other program's Agent screen. These are automatically created and assigned to the related parties for the loan.

The Read Contacts feature creates and updates contact records in Mortgage Quest if contacts are stored in separate databases or data files. Contacts are all non-borrowers, such as personal contacts, Realtors, attorneys, financial planners, etc.

To read contacts:

1.  Click the Import  icon.

2.  Select the name of the other program or the template name from the Read Data From list.

3.  If you are using the Multi-User Enterprise system, select the Mortgage Quest user from the list of users. You can also select All Loan Officers from the list. However, you should map loan officer IDs to all Mortgage Quest users before you use the All Loan Officers option.

4.  If you mapped Rep IDs to Mortgage Quest users, only files that match the Other Program Loan Officer ID data will be read. If this field is blank, all files are read and created in the name of the loan officer selected.

5.  Click Read Contacts.

6.  When Mortgage Quest reads contacts from another program or data file, it searches its Contacts database to see if the record already exists. Mortgage Quest will not create another contact record if it finds a match. A match is found if the record has not been previously imported and the first and last names are the same.

7.  If Mortgage Quest doesn't find a matching contact, it will create a new record in the Contacts database.

8.  If a contact has been previously imported, Mortgage Quest updates the record with new imported information.