Using the Co-Branding Service

Step 1: Select Your Photo and Enter Your Contact Information

1.  Click the  icon to display the registration screen.

2.  Make sure you have entered your company name and work phone number.

3.  Click Get Photo File and select the file containing your photo. When you select the photo, the file is uploaded to Market Focus’ web servers and is available for e-mail.

4.  Close

Step 2: Create Realtor Records and Select Photos

1.  Click the Contacts icon  to enter the Contacts database.

2.  If the Realtor is already in Mortgage Quest, go to the person’s record.

3.  If the Realtor is not in Mortgage Quest, click the New Record icon  and enter the Realtor’s contact information and save. Key information is the company name and work phone number.

4.  Click Get Photo and select the file containing the Realtor’s photo. The image will be uploaded to Market Focus’ web servers when selected.

Step 3: Assign Realtor to Borrower Record

1.  Click the Borrowers icon to enter the Borrowers database.

2.  If the borrower is already in Mortgage Quest, go to the person’s record.

3.  If the borrower is not in Mortgage Quest, click the New Record icon and enter the person’s information and save.

4.  To assign the Realtor, select the Assign menu at the top of the screen and then Selling Agent.

5.  Enter the name of the Realtor and click OK.

6.  Add the borrower to one of the co-branded campaigns and both your information and the assigned Selling Agent’s information will appear together in the letter or e-mail.