Mortgage Quest tracks borrower and contact birthdays and reminds you when they are due in the Event Monitor screen. Click on the birthday event and the Card File View displays. Click the Send E-Card button and the E-Card Control screen appears.
Tip: Ideally, you will want to send e-cards on the person’s birthday. To set Mortgage Quest to remind you on the exact date, select Tools \ Options \ Events tab. Set the Days Before Birthdays and Anniversaries to 0.