Tracking Closing Gifts

Mortgage Quest has a gift tracking system that allows you to track closing gifts sent to customers. The tracking system has the following features:

·      You can define gifts and save them for general use

·      From any Mortgage Quest record, you can display the gifts sent to that person

·      A Referral Gift Report shows the gifts sent.

To track a closing gift:

1.  Go to the borrower record.

2.  Select Assign / Closing Gift.

3.  If the gift is not in the list, click Add to add a gift.

4.  Click Show to view the gifts already sent to this person.

5.  Highlight a gift in the list and click Select.