When you are in the borrower or contact database, you can write a temporary letter to the person displayed. Mortgage Quest displays a template with the appropriate merge fields.
Note: This feature should only be used to write temporary letters to people. They cannot be used in Mortgage Quest campaigns or other print letter features.
To write a temporary letter:
1. Go to the person's record in either the borrower or contact record.
2. Select File / Send / Temporary Letter.
3. Mortgage Quest starts Microsoft Word with a special template that has the header merge fields displayed. The templates are called contact.mq1 for contacts and borrower.mq1 for borrowers.
4. In Microsoft Word, Select Tools / Options and click the View tab. Make sure the Field Codes checkbox is unmarked. Then click OK.
5. Return to your temporary letter and click the <<ABC>> button to the right of the Insert Word Field button. This will allow you to view the person's data from Mortgage Quest.
6. Type your letter and then print it through Word. You can insert other Mortgage Quest fields by clicking Insert Merge Field.
7. Exit Word when finished.
Caution: When you are finished with your temporary letter, always exit Word. If you don't, you will get the error: FILE ACCESS DENIED when you:
· Restart Mortgage Quest
· Print campaign letters through Mortgage Quest
· Write another temporary letter