When you add a record in Mortgage Quest, an Outlook record in the Outlook Contacts folder is created if the Automatic Create option is set. If this option is not set, you must use the Record / Send To / Microsoft Outlook command to create the Outlook record manually from the Mortgage Quest record. This is useful if you do not want all Mortgage Quest records in Outlook.
As you make changes to the Mortgage Quest record, these changes will be made to the linked Outlook record as well. For Mortgage Quest Borrower records, an option is available to transfer loan details into Outlook notes.
When you add a Borrower record in Mortgage Quest, an Outlook record is created with the category set to MQBorrower. When adding a Contact record in Mortgage Quest, an Outlook record is created with the category set to MQContact.
To enable/disable the Automatic Create Option:
1. Start Mortgage Quest.
2. Select Tools / Options and the Outlook tab.
3. Mark or unmark Automatic Create.
To enable/disable the Loan Details in Outlook Notes:
1. Start Mortgage Quest.
2. Select Tools / Options and the Outlook tab.
3. Mark or unmark Add Loan Details to Notes.