The import setup wizard guides you through the steps required to import data from another program, such as Calyx Point, Encompass, Genesis, Contour, etc. These steps vary depending on the type of data and the program being imported.
If you are importing from ACT! or a data file, see the Setup Wizard for Importing ACT! or Setup Wizard for Data File, which describe different steps.
Step 1 – Update all files?
This option is used for updating borrower and contact records. It pertains mainly when importing borrowers. If Yes, update all records that were previously imported. If No, update only certain records depending on the record status. For example, it only updates prospect and records that have open loans. Closed loans are not updated.
Step 2 – Import Cancelled Loans?
If Yes, import all loan files regardless of the status. If No, import only open and closed loans; cancelled, denied and withdrawn loans are ignored.
Step 3 – Add Data to Time & Chaos?
If Yes, transfer imported data to Time & Chaos. If No, don’t transfer data.
Step 4 – Add Borrowers to Loan Cycle?
If you are importing borrower data, you can add records to the Loan Cycle automatically based on the open and close date fields. Select Yes if the program you are importing has accurate open and close dates. Otherwise, select No.
Step 5 – Switch Mailing Address?
When the loan status for a borrower is closed, switch the property address to the mailing address so that future letters will be received at the new address. This only applies to primary loans. It is ignored for investment, secondary and other types of loans. Select Yes to switch the address. Click No if you want to switch the address manually in the borrower record.
Step 6 – Track Birthdays?
If the data you are importing contains birthdays, Mortgage Quest can remind you of these dates. Click Yes to create birthday events from the imported data. Click No if you don’t want to track birthdays.
Step 7 – Data Location
Mortgage Quest tries to locate the source of the imported data based on the other program default location. If the data is not found or is incorrect, click Find Data to locate the data source. If the data source is on a network drive, you’ll need to browse the network to find the data.
Step 8 – Loan Officer ID Setup
If the program you are importing from contains other loan officers’ loans, click Map IDs to select rep ids to each registered Mortgage Quest user. If the other program contains just your data, click Finish. See Map Loan Officer ID’s for more information.