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Mortgage Quest
Add On Modules
Outlook Interface
Time and Chaos
Interface Modules
Email Marketing
Marketing Letters
Upgrades

The Mortgage Quest to Microsoft Outlook interface module provides the capabilities to share information seamlessly. Now you can coordinate all your time management activities with the marketing power of Mortgage Quest. Access your Outlook contacts, calendar and tasks, quickly and easily from Mortgage Quest.

Advanced Features include:
  • Synchronize data between Mortgage Quest and Outlook Contacts folder.
  • Send data imported from LOS programs to Outlook automatically.
  • Create and manage linked Outlook tasks and appointments from Mortgage Quest.
  • Display Outlook history of tasks and appointments from Mortgage Quest.
  • Transfer loan details into Outlook Contact notes.
  • Provide a bridge between your LOS system and your Palm Pilot or Pocket PC, including loan details.
  • Link all Outlook e-mail sent and received to the Mortgage Quest record for easy viewing.
  • Create rate lock events in Outlook.
  • Assign and e-mail Outlook tasks to other people, who must formally accept or decline tasks you assign.
  • Define and manage workflow tasks through the new Activity Manager.
  • Import Internet Leads received via Outlook e-mail. (Setup fee is required)
  • Microsoft Exchange compatible.



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