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Mortgage Quest
Add On Modules
Marketing Letters
Upgrades
New Features
Why Upgrade
Upgrade Pricing
User Interface Features
  • Pop-up help on all fields, buttons and icons
  • New toolbars can be moved
  • Reorganized and simplified menus
  • Mouse wheel support for scrolling through records
  • Right mouse click support for common menu items
  • Select multiple items in lists
  • Easy add and remove from lists
  • Auto-complete for lists
New Borrower Fields
  • Best time to call list
  • Preferred method of communication
  • E-mail co-borrower
  • Co-borrower e-mail address
  • Action list
  • Last action field
  • ARM adjust date
  • Balloon adjust date
  • Borrower and co-borrower goals
  • Track people you refer borrowers to
  • 48 interest fields
  • 39 custom fields
  • 6 monitor fields
  • Track up to 4 children’s birthdays
New Contact Fields
  • Best time to call list
  • Preferred method of communication
  • Action list
  • Last action list
  • Contact website
  • 48 interest fields
  • 39 custom fields
  • 6 monitor fields
  • Track up to 4 children’s birthdays
HTML E-Mail Features (If E-Mail Marketing Module Purchased)
  • Support HTML e-mail so you can add graphics, fonts and other elements to e-mail
  • New Broadcast e-mail feature for e-mailing an HTML flyer to a group of people
  • Option to send e-mail to co-borrower automatically
  • Send e-mail from Borrower or Contact record without Outlook
Upgraded Interface with Time & Chaos (If Time & Chaos Purchased)
  • Better synchronization eliminates duplicate or missing records
  • Two-way synchronization means you can make changes in Time & Chaos and it will update Mortgage Quest records
  • Linked appointments, ToDo’s and notes displayed in Mortgage Quest dynamically
  • For Multi-User Enterprise and Team Systems, can map individual data folders to Mortgage Quest users
Intelligent Importing
  • One step importing reads new records and updates existing records
  • Importing a cancelled, withdrawn or denied loan removes borrower from the Loan Cycle
  • If a borrower opens a new loan and is in the Loan Cycle from a previous loan, the old loan is removed from the Loan Cycle automatically
  • Import report shows who is added and removed from the Loan Cycle
  • Improved importing from ACT! directly. Can import groups
  • New import wizard guides you through importing data from files, such as text, Excel and others
More Powerful Campaign Manager
  • Campaign setup wizard guides you through the steps for creating and managing campaigns
  • Use queries to add and remove people from campaigns simultaneously
  • Easier to add people to campaigns from contacts or borrowers database
  • Can add a person to a campaign that starts on a certain date and on a specific letter
  • Can map special interest checkboxes to campaigns for automatic add and remove
  • New campaign report shows people in campaign and what letter is scheduled to print
New Backup and Restore
  • Redesigned backup and restore features using ZIP format
  • Automatic archiving
  • Restored data is automatically updated to the current version
New Reports
  • Birthday Report – shows birthdays coming up
  • Campaign Report – shows who is in campaign and what letter is scheduled next
  • Loan Cycle Report – shows which letter is due for the borrower
  • Broadcast E-Mail Report – shows who was e-mailed successfully
  • Referrals Provided Report – shows the professionals you referred your borrowers to
  • View Letters Due Report – Shows the letters due to print from the Print Monitor so you can skip or change the print mode
Smarter Networking
  • True Client/Server network version
  • No reliance on mapped network drives
  • Independent workstation options allow for per user customization
  • Redesigned user registration screen for easy addition and removal of users
Other Features
  • Printing birthday labels use children’s and spouses’ names
  • ARM Adjust date is tracked
  • Balloon Adjust date is tracked
  • Report generator redesigned for easy use
  • New HTML Help
  • Send e-mail message from Borrower and Contact records and save message in notes.
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