User Options

Each user can be assigned different options, which gives them permission to access various Mortgage Quest features. The following options are available:

·      Access to All Users – Mark this if you want a person to see all loan officers’ data. If unmarked, a person can only view his or her data.

·      System Administrator – Mark this if you want a person to have access to all critical management functions, such as adding and removing users, changing passwords, backing up data, etc.

·      Access to All Team Users – Mark this if you want a person to have access to all team users’ data. This option has no effect if the user is not a member of a team.

·      Access to All Letters – Mark this if you want a person to have access to all basic Mortgage Quest letters. Since these are common letters used by all users, you don’t want everyone editing them. If unmarked, users can create letters for their own marketing needs.