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Mortgage Quest ® - Market Focus, Inc.

1. Sales Stage Pipeline lw Apply Loan Officer Leads Unworked In Proc In Process Funded Funded al James Taylor 2 a 1 0 0 0 BEES Al o Z to 121707 E Clear Mike Silva 3m o 136 33 873 140 60 15 307 090 Show Charts Pipeline v User lv Save Nathalie Camara 351 0 3 1 189 847 0 0 x O ofFiles Amount Hide Charts Records 3357 Name Phone Sales Stage Pipeline Loan Status Loan Purpose Loan Amount Source Assign Date a Pat 925 634 5758 Prospect 0 Los Ranchos Lead 06 0206 v Aafedt John 650 432 4823 Funded Closed Refinance 528 500 05 05 03 Abbas Zahid 510 471 0357 Open Purchase 426 000 07 15 05 Abbott Bruce 707 693 2521 Funded Closed Refinance 185 500 05 29 03 Abbott Dennis 866 509 0609 Funded Closed Refinance 220 000 04 08 04 C Abel Deborah 650 321 1463 In Processing Approved Refinance 590 000 06 16 03 Abelia Edward In Processing Approved Refinance 220 000 02 27 04 fell Bi gt Pipeline Loan Status Loan Program 350 000 000 I 351 496 249 Funded I 348 683 249 Closed IRE 475 681 567 None leer 316 381 637 In Processing 5 258 586 293 Open 5 64 649 100 Agency 30 year Fixed oe eal ME 57 335 741 Withdrawn MME 67 828 446 Approved ME 43 050 297 30 Year Fixed S250 000 GHB 29 245 102 None EE 57 796 391 Cancelled EE 15 727 730 Agency 15 year Fixed 200 000 000 E 839 000 Prospect E 9 539 350 Denied E 8 6
2. Custom Appointment View Last 30 Days Task View Active Tasks v Appointment Subject Start End Category Bob wampler 07 20 06 10 30 00 AM 07 20 06 11 00 00 AM le Call Curt Curtiss 08 03 06 11 30 00 AM 08 03 06 12 00 00 PM E Call Home 07 13 06 08 00 00 AM 07 13 06 08 30 00 AM i Dave tucker call 07 13 06 09 30 00 PM 07 13 06 10 00 00 PM ES Demo Gina Griffin 07 25 06 08 00 00 AM 07 25 06 08 30 00 AM Ee Demo Lawrence Lewis 08 08 06 08 30 00 AM 08 08 06 09 00 00 AM E HI there Julia Fritcher 07 29 06 07 15 00 AM 07 29 06 07 45 00 AM E Meet Larry List Agent 07 29 06 01 00 00 PM 07 29 06 01 30 00 PM ja demo Bradley Jermyn 07 14 06 01 00 00 PM 07 14 06 01 30 00 PM 5 hd Task Subject Status Due Date Category a E Contact ipsleads com 262 893 7413 reseller Not Started it 0 E intro call Kelle Smarty Not Started 06 30 06 0 4A First contact call Kimberly Clark Not Started 07 19 06 0 Emic ontact E Matt perrilli contact about market quest Not Started 08 01 06 0 E follow up for demo Tracy Enos Not Started 08 01 06 0 E followup about market quest Olivia Aqui Not Started 08 02 06 a E follow up call Richard Fisher Not Started 08 03 06 0 E follow up Susan Hayden Not Started 08 03 06 0 v lt gt The Outlook Activities screen shows all Outlook appointments and tasks from within Mortgage Quest You can add edit and delete Outlook appointments and tasks from this screen Y
3. Notes v a Features e Merge Merges the records into 1 The direction of the merge is determined by the arrow For example the record on the left is merged with the record on the right After the merge the record on the left is deleted e Switch Changes the direction of the merge For example changing the direction would merge the record on the right with the record on the left Deleting Borrowers and Contacts There are several ways to delete a borrower or contact record Delete Icon Click the Delete icon x Menu Select Record Delete from the upper menu You can also click the right mouse button to display a short cut menu and select Delete Delete Groups of Borrower or Contact Records This feature allows you to delete more than one record at a time We recommend that you back up your database before deleting groups of record in case you make a mistake To delete a group of records 1 Perform a backup of your user data See the section on Back up and Restore for more information 2 Create a query that selects the records to be deleted See the section called Using Queries to Find People for information on how to create queries 3 Go to either the borrower or contact database and select Group Set Borrower Group or Set Contact Group 4 Select the query to find records to delete 5 Select Record Delete Group Delete All records in the grou
4. Note The estimated close date has no affect on the Loan Cycle Close Letter When you enter a Close date into the borrower record a Close letter becomes due to print for the borrower and the related parties Status letters are no longer sent The Close date is then used to track when to send the 3 6 and 12 Month Letters 3 6 and 12 Month Letters These letters are sent at 3 6 and 12 month intervals after the Close date They are designed to follow up the successful completion of the loan and to generate repeat and referral business When the 12 month letter of the Loan Cycle is printed Mortgage Quest automatically adds borrowers to the After Loan Cycle campaign Mortgage Quest User Guide Version 4 1 7 Loan Cycle Marketing 125 After Loan Cycle Letters The first After Loan Cycle letter becomes due to print 120 days after the 12 month letter is printed You can change the number of days between the 12 month letter and the first After Loan Cycle letter Mortgage Quest User Guide Version 4 1 7 Managing Mortgage Quest Letters Mortgage Quest and Microsoft Word Interaction Mortgage Quest controls Microsoft Word when you create edit or print Mortgage Quest letters If Microsoft Word is not already running Mortgage Quest starts it automatically with the correct setup for a new or existing letter Once you finish you must save your changes and exit Microsoft Word Mortgage Quest will not close it automat
5. Enter first and last name and other pertinent information Press Save when you finish entering data A warning appears to make sure that the name entered is spelled and punctuated correctly Click OK 7 The name cannot be changed once you register it so it is important to make sure it is correct 8 After the user is registered the loan officer s name appears in the names list Die Goo To remove users Display the User Registration screen Select the person to remove from the list of users Click Remove User Insert the Enterprise System Registration Disk and click OK If there are borrower and contact records assigned to the removed user the following message displays There are unassigned records Assign a loan officer Click Yes to display a list of loan officers Select a person from the list and click Select All borrower and contact records that were assigned to the removed loan officer are assigned to the person you selected 6 Click No to postpone assigning these records to a loan officer However you will not be able to print until you assign a loan officer to all unassigned borrowers and contacts If desired you may enter the borrower and contact databases and assign different loan officers to these unassigned records one at atime This is done by selecting a loan office in the list of owners Gu be To increase maximum users The Increase feature allows you to increase the maximum number of licens
6. If Send E Mail to Outlook is marked Mortgage Quest sends e mail through Outlook to the default folder for Unsent e mail If Outlook is configured to save Unsent e mail in the Drafts folder Mortgage Quest normally will move the e mail from the Drafts folder to the Sent Folder If this option is marked e mail will remain in the Drafts folder Use SSL E Mail Server If your e mail server requires SSL capabilities mark this checkbox Yahoo Gmail and Hotmail e mail services require SSL Send Test E mail This button tests the e mail mail server It tries to send a test e mail to Market Focus using the Mail Server information entered above You must also enter your e mail address in the User Registration screen Show Log Show the SMTP event log for analyzing errors Faxing Options When Mortgage Quest faxes letters it uses various options to control Winfax Pro such as scheduling information Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest 163 Importing Time amp Chaos Tuning Outlook General Loan Cycle Events Printing E Mail Fax Driver Used WinFax v Outside Line Number Long Distance Prefix Local Area Code 30 15 elg B After Printing Schedule 30 min Time of Day Schedule Enable Faxing Enable Faxing Mark this checkbox to enable faxing Fax Driver Used Select the Winfax Pro driver from the list This is usually Winfax Outside Line Number
7. Mortgage Quest User Guide Version 4 1 7 Record List Using the Borrower and Contact record list is the fastest way to search for a specific person If the Record List is not displayed Select View Lists and select Show Record List Click in the record list and begin typing the last name of the person Mortgage Quest searches for the name in the list Double click on the name found or press the Enter key to go to the person s full database record Look Up The Lookup menu allows you to search for a specific person by To look up l 2 3 Last Name First Name E mail address Phone Numbers Loan ID borrowers only Property Address borrowers only Social Security Number borrowers only a person Select Lookup and lookup type Enter the appropriate information You can enter partial data or the exact data you want to find Click OK Mortgage Quest searches for people who match the data entered If more than one person is found the Card File View displays If only one person is found Mortgage Quest displays the person s full record in either the Borrowers or Contacts database Card File View The Card File View screen is used in many of Mortgage Quest features to display borrower and contact information The Card File View displays various groups of people in the following situations Card File View Icon displays borrowers and contacts Lookup if more than one borrower or contact is found Grou
8. Mortgage Quest User Guide Version 4 1 7 the status of a borrower or contact is set to Client Mortgage Quest flags the last marketing letter sent to the person This report helps determine the success of your marketing Referral Gift This report lists the people who received gifts from you It uses the date the gift was assigned to a person Referrals Provided This report lists the people you have referred to other professionals It uses the date when you referred the person to others i e when you used the Refer To feature Referrals Received This report lists the people who gave you referrals It uses the date you assigned a person as the referral source for a borrower Birthday Report This report shows all birthdays that are due within a certain time period Verify E Mail Address Format This report verifies that e mail addresses are in the correct format For example all e mail addresses must have an sign and at least period Verification does not check to see if the e mail address actually exists or will not bounce back Creating and Editing Custom Reports Custom reports are created using the Queries which were discussed in the previous section To create a custom report you need to create a query that is used to find people for the report and then select which fields to output Once a report is created you can modify the report to change the layout To create a custom report 1 Select Report Report Q
9. Print Letters and Labels and Send E mail Mortgage Quest User Guide Version 4 1 7 Printing Sending Letters and E Mail e 139 Select a campaign and click Print Send Mortgage Quest prints faxes or e mails the letters in the campaign The print mode i e print fax or e mail is determined by a number of factors If printing the Loan Cycle the print mode is determined by the options described in the section on the Loan Cycle After the letters are printed Mortgage Quest asks if the letters were printed successfully Click Yes and the campaign is updated and now ready to print labels Click Print again to print labels for the campaign Mortgage Quest only prints labels for letters actually printed No labels will be printed for letters that are faxed or e mailed If the letters don t print successfully click No when asked if they printed OK This allows you to reprint the campaign The S button at the top of the Print Monitor determines which is printed first labels or letters It is recommended that letters be printed first then labels If you print labels first labels are printed for everyone in the campaign regardless of the print mode If you print letters first labels are not printed for letters that are faxed or e mailed Selected Printer The selected printer shown in the list will be used when you print letters This is usually your default printer When you switch to a different printer Mortgage Quest will use
10. Unmarks all tasks in the list Notes Screen Borrower Loan Details Notes Loan Status Marketing Personal Info Interests Custom Notes Saturday December 7 2002 08 26 AM Shopping for first home a a Linked Appts New Linked Tasks New Appointment Subject Date A Task Subject Status DueDate Is v gt gt The notes screen allows you to enter unlimited notes for the borrower such as conversations This screen also contains areas for displaying linked appointments and tasks items The following features are provided for entering notes Set Time Timestamps the note Clear Clears the entire note Print Prints the notes Note List Select commonly used notes from the list and it will be entered into the note To add a note to the list click in the list enter a new note and press Enter New Outlook only Create a linked appointment or task The Outlook appointment or task is created and linked to the person displayed Edit Outlook only Display the appointment or task selected You can modify appointment and task information Delete Outlook only Delete an Outlook appointment or task Mortgage Quest User Guide Version 4 1 7 e List Outlook only Display all appointments and tasks in a larger list Outlook Activities Screen Contact Personal Info notes Activities Interests
11. and click Next Select your default e mail account and click Change Write down the information in the Outgoing Mail Server SMTP field If Log on using Secure Password Authentication SPA is marked write down your User Name and Password If you don t know your password contact your ISP or system administrator for this information 7 Click Cancel to close Outlook ed aaa Mortgage Quest User Guide Version 4 1 7 E mail Accounts X Internet E mail Settings POP3 Each of these settings are required to get your e mail account working User Information Server Information Your Name Jim Smith Incoming mail server POP3 mailtabc com E mail Address jim emarketfocus com Outgoing mail server SMTP mail cybler com Logon Information Test Settings User Name jim emarketfocus com After filing out the information on this screen we recommend you test your account by clicking the Password setokototok button below Requires network connection Remember password Test Account Settings C Log on using Secure Password Authentication SPA More Settings 8 Start Mortgage Quest 9 Select Tools Options and the E mail Setup tab a Faxing Printing Importing Tuning Network Outlook LL L Sea General Time amp Chaos Loan Cycle Events E Mail Options E Mail Setup E Mail Address chris emarketfocus com MUse Outlook for Temp E Mail SMTP Server sm
12. 2 The screen below displays Images on Market Focus Server Image Folder http www marfocus com imagesimy folder Image File Image Size a C birthday jpg 165045 Delete File The Image Manager screen has the following features e Image Folder The first time you select images Mortgage Quest asks you to name the folder on the image website Enter a name that is short and easy to remember because you will be referencing this folder name in Word documents At the top of the screen shows the full path of the image folder e Select Images Click Select Images to select and upload images to your image folder Select a folder on your local computer that contains the image files to be uploaded such as My Documents All JPG images found in the selected folder is displayed Mortgage Quest User Guide Version 4 1 7 e Image File Requirements e File size must be under 300 000 bytes e File names should be short meaningful and should not contain any special characters For example you might have an image of a sales chart named sc 32322 jpg Rename this to what the image represents such as saleschart jpg It will be much easier to reference this image with a shortened name And special characters can cause errors when the file is referenced e Only JPG file types can up loaded This is the best image type for e mail e The total amount of space on the image website is limited to 5MB per system You should de
13. Caution Always make a backup of your data before using Replace All This feature cannot be undone if you make a mistake Viewing Data in Spreadsheet Format The Spreadsheet View allows you to view multiple records in spreadsheet format If you have a group set to limit the records viewed the spreadsheet will display only those records in the group You can view records in read only search mode or in edit mode Click the Spreadsheet icon or select View Spreadsheet and Read Only or Edit Mode If you click the icon the spreadsheet will be in Read Only mode Read Only Mode When you view the spreadsheet in Read Only mode you can search for people within the list Depending on the order you can search for people by typing letters or numbers of the item e Borrowers Database Search by last name or telephone number by typing in letter or number e Contacts Database Search by company name last name or telephone number Searching for a specific telephone number begins with the prefix not the area code For example if the telephone number is 619 536 2112 the search begins with 5 Edit Mode When you view data in edit mode you can change data in any field displayed Caution Be careful when changing data because there is no Undo feature and data is saved when you move to a different record If you edit a field that is selected from a list for example the Status field the new data may not display in the Status list If
14. E Mail E Mail Sent to Person 3 The screen below shows all e mail sent directly from Mortgage Quest and Outlook E Mail Sent to Bob Wampler Name E Mail Mode E Mail Name or Subject Date Sent 4 Bob Wampler Outlook E Mail RE Task Request tt Joe Borrower 06 07 05 02 33 PM Task Request tt Uod Borrower Bob Wampler Outlook E Mail Market Focus Outlook test 06 07 05 01 44 PM lt a Subject Task Request tt Joe Borrower Subject tt Joe Borrower 4 Start Date Tuesday June 07 2005 Due Date Tuesday June 07 2005 Status Not Started Percent Complete 0 Total Work 0 hours Actual Work 0 hours Owner Bob_Wampler GMACM COM Contacts Joe D Borrower Print Delete E Mail Received Close The E Mail Sent screen displays all e mail sent through Mortgage Quest and through Outlook To change the order of the e mail displayed click the column heading such as Name E Mail Mode E Mail Name or Date Sent e E Mail Mode The column labeled E Mail Mode indicates how the e mail was sent and has the following possible values o Outlook E Mail E mail was sent from Outlook o Temp E Mail E mail sent through Mortgage Quest s e mail editor Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface 85 o Single E Mail E mail letter sent through Mortgage Quest e Print Print the e mail e Delete Delete the e mail stored in Mortgage Quest This does not de
15. Go to the borrower record Select Assign and the Assignment Type of person involved with the loan such as the listing agent selling agent escrow attorney seller or builder Enter the name of the person you want to assign and click OK You can enter the exact name or you can enter a partial name For example you can enter a D in the last name field to display contacts whose last name begins with D Mortgage Quest will search the Contacts database for the person entered If it finds the person a message appears to confirm the assignment If more than one person is found highlight the person from the list and click Select If Mortgage Quest doesn t find the person a message asks if you want to add the contact Click Yes and a screen appears to add the contact Enter the desired information and click Save Assigning Contacts from List to Related Parties Groups 1 2 Click the Assign Related Parties icon ba or select Assign Contact from the menu When you assign a contact you must select an assignment type All assignment types except Other receive Loan Cycle letters e Listing Agent e Selling Agent e Seller e Builder e Escrow Attorney e Other will not receive letters Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts e 45 3 Select the contact to be assigned from the contacts list and click the Assign button or double click the name The selected contact is moved f
16. When Mortgage Quest starts this option determines which database is displayed first Values include e Show Last Used Displays the last database you were in when you exited the program e Show Borrowers First Displays the Borrowers database on startup e Show Contacts First Displays the Contacts database on startup Loan Cycle Options The Loan Cycle is an automated process for communicating with everyone involved with a loan These options allow you to customize how the Loan Cycle functions Importing Time amp Chaos Tuning Outlook General Events Printing E Mail Faxing Print Modes for Loan Cycle Letters Open Status Close 3 Month 6 Month 12 Month Listing Agt Print Print Print ES Print Print jj Print iv Builder Print Print Print Print Prin Print iv Selling Agt Print Print Print v Print Print Print v Seller Print vi Prit Print amp Print Mi Print Print EscrowiAtty Print Print Print Print Prit Print Borrower Print Print Print Print Prit Prit Days Between Loan Cycle Events Open amp First Status Letter 7 4 Open 14 2 6Month 21 3 Status Letters 7 Close 14 S 12Month 21 12 Month Letter and 120 S 3Month 21 First After Loan Cycle Letter Set Fax Letters OK Cancel Help Set E mail Letters Print Modes for Loan Cycle Letters On the left side of this list shows the diff
17. 2 Select the letter and click Rename 3 Enter a new name and click OK To delete a letter You may delete any letter that is not used in active or ready campaigns You also cannot delete Loan Cycle letters 1 Click the Letter Manager icon 2 Select the letter and click Delete 3 The letter name and the word document are deleted Customizing Mortgage Quest Letters Mortgage Quest has several tools which allow you to apply custom changes to all letters For example you can change the page margins or insert letterhead graphics for all letters The following attributes can be applied to all letters e Resize Photo and Signature Graphics The height and width of these graphics can be changed e Letter Margins You can change the left right top and bottom margins e Number of lines The number of lines between the top of the letter and the date merge field can be modified This is useful to position each letter for windowed envelopes or to fit each letter to your stationery e Letterhead Graphics You can select a letterhead graphic and insert it into each letter The graphic is always positioned at the very top of the letter e Postscript Customization This feature gives you the option to apply a postscript P S statement at the end of each letter below your signature Changing the Letter Template Changes to the letter template are applied to all letters 1 Before changing the template and updating
18. 2 When adding Outlook tasks fill out the information to define the task You can also assign this Outlook task to another person if desired Keep in mind that when defining Outlook tasks the information you enter will be used every time you add a Borrower or Contact to this activity series This is especially important if you are assigning Outlook tasks to other people When you assign a person to a task they will always be assigned this task when you add someone to the series The Task Mode indicates if the task is Independent or Dependent An Independent task will be created in Outlook immediately when someone is added to the series A Dependent task will not be created in Outlook until the previous task or campaign is completed The first activity in a series must be Independent Note There are no start and due date fields in the Outlook task definition screen These dates are created automatically when you add a person to the activity series The days between the start and due dates is determined by the task length value Mortgage Quest User Guide Version 4 1 7 i Outlook Task Activity Subject Follow up call Categories Call Back e Priority Normal v Task Length 0 Task Mode Dependent Task v Assignedto Assistant v Save Cancel Help When adding campaign activities select the campaign from the list of eligible campaigns The activity series type determines which campaigns are available You can also indicate if
19. Back Up Data To and one of the following locations Floppy A diskette Local Folder market focus mortgage quest backup folder Browse Select a folder for backup Secured Internet Storage uploads encrypted backup file to an internet site 2 Select the type of data to back up User Data Reports Letters Spanish Letters 3 If you selected to Floppy A a checkbox named Make Copy is displayed If marked a copy of the back up is created in the local folder also 4 Click Back Up To restore Mortgage Quest data Restoring data replaces your current Mortgage Quest data You should only restore your current databases if they are damaged and you need to recover previous data or if you want to copy all Mortgage Quest data to a secondary system e g laptop computer 1 Select File Restore Data From and one of the following locations Floppy A diskette Local Folder market focus mortgage quest backup folder Browse Select a folder for backup Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Tools 171 e Secured Internet Storage Restores encrypted backup file from the internet site 2 Select the type of data restore e User Data e Reports e Letters e Spanish Letters 3 Click Restore After the data is restored Mortgage Quest updates the tables to ensure they are current Synchronizing Data Backup for Merging Back Up for Merging is designed to merge informati
20. Each letter is prefixed with E to help distinguish them from letters that are printed You can create letters designed for e mail marketing campaigns When you create an e mail letter you need to add an e mail subject that will be displayed by the recipient s e mail program When Mortgage Quest sends e mail letters it performs a mail merge with Word and writes other information at the end of the e mail such as your e mail address website address company name and phone numbers A number of e mail options are available that define how this information is displayed See Setting E mail Options for more information Mortgage Quest supports HTML e mail Whatever you can do in Microsoft Word you can do with Mortgage Quest However keep in mind that e mail letters appear differently depending on how they are viewed with Word For more information on e mail options see printing letters To check the e mail layout 1 Edit or create the e mail letter 2 In Word select View Web Layout This is how the e mail will look when it is received in an e mail program such as Outlook Using the Letter Manager The Letter Manager is used to manage Mortgage Quest letters Click the Letter Manager icon Mortgage Quest User Guide Version 4 1 7 S Letter Manager E 03mo Borrower A E 03mo Builder E 03mo Escrow E 03mo Listing Agent E 03mo Seller import E 03mo Selling Agent E 06mo Borrower F 06ro Builder E 06mo Escr
21. For Multi User Enterprise system users click Graphics and select a loan officer This user s graphics will appear in the edited letter 4 Select a letter and click Edit 5 Ifyou registered a photo image it will appear to the right of the merge fields for the name and address Click next to the lt G_NAMEI gt merge field and notice that this area of the letter has two columns To reposition the photo image 1 Edita letter 2 Click on the photo image 3 At the top of the screen you ll see the Word ruler and left indent marker It is positioned at the 5 inch mark Click on the marker hold the mouse button down and slide the photo left or right as desired Note If you want to reposition the photo image for all letters you must edit each letter To resize the signature image 1 Edit a letter 2 Click the signature image at the bottom of the letter and it will be surrounded by a rectangle Mortgage Quest User Guide Version 4 1 7 Managing Mortgage Quest Letters 129 3 Position the cursor over one of the black rectangles hold the left mouse button down and drag up or down to resize the image Note If you want to resize the signature image for all letters you must edit each letter and make the change You may copy and paste the signature image into other letters to save time E mail Letters If you purchased the E mail marketing module you receive the basic 78 Mortgage Quest Word letters in e mail format
22. For example you can define a query to create a group of only borrowers whose Loan Status is Approved The Set Group feature allows you to limit the records you want to view It uses queries to determine the type of records selected For example you can define a query to create a group of only borrowers whose Loan Status is Approved When a group is set the name of the group appears at the bottom of the screen Also the records toolbar will change to reflect the number of records in the group oof oo To set a Group using a Query 1 Go to the borrower or contact database 2 Select Group Set Contact Group or Set Borrower Group Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 57 3 Select a query from the list or create a new query to define a new group See Creating Queries for the steps to create a query Only records selected by the query will be visible in the group To set a Group to show people in a campaign 1 Go to the borrower or contact database 2 Select Group Show People in Campaign 3 Select a campaign in the list Only people in the campaign will be displayed To clear a Group 1 Go to the borrower or contact database 2 Select Group Clear Contact Group or Clear Borrower Group 3 The group name is set to None and all records can be viewed Setting Loan Cycle Status Letter Options The Loan Cycle Status Letter Options shows status letter timing options and status
23. If you need to dial an extra number to get an outside line e g 9 enter that number followed by a comma The comma is a pause command and is required You may enter multiple commas if you telephone system requires longer pauses to dial through your modem Long Distance Prefix Enter the long distance prefix number needed to make long distance calls This is usually a 1 Local Area Code Enter your local area code which is used to determine when to apply the long distance prefix Schedule Fax Time There are two methods for scheduling faxes You can schedule faxes at a specific time of day or after printing letters Mortgage Quest sends this information to Winfax Pro which will schedule the faxes in its Outbox Time of Day Scheduling enter the time of day to schedule such as 11 00 PM Use the buttons to advance or decrease the time After Printing Schedule Clear any Time of Day schedule values and enter the number of minutes to wait after the letter is printed The main purpose of this value is to prevent Winfax from starting to fax letters before Mortgage Quest is finished processing all letters If you are printing and faxing a large number of letters this number should be high such as 30 or longer Mortgage Quest User Guide Version 4 1 7 Importing Options When Mortgage Quest imports data from another program such as Calyx Point there are number of options that control how data is translated and used The
24. Note Your company logo can be placed in two locations on the postcard Also if you do not want your company logo or picture on the postcard be sure to unmark the checkboxes next to each option Company Logo 1 When marked your company logo will appear at the top of the postcard next to the company address Unmark the checkbox to remove this option Company Logo 2 When marked your company logo will appear above your name Unmark the checkbox to remove this option Personal Photo When marked the selected personal photo will appear on the postcard Unmark the checkbox to remove this option Equal Housing Logo When marked the equal housing logo will appear on all postcards just below the company return address Photo File If the Personal Photo option is marked click Photo File and select the TIF that contains the loan officer s photo The graphic Mortgage Quest User Guide Version 4 1 7 must be black and white and the dimensions must be no smaller than 600 by 600 pixels or 300 DPI 2 x 2 e Company Logo If the Company Logo 1 or Company Logo 2 option is marked click Company Logo and select the TIF file that contains your company logo The graphic must be black and white and the dimensions must be no smaller than 600 by 600 pixels or 300 DPI 2 x 2 5 Click the Greeting Card Setup Tab if you plan to order In Touch Today greeting and birthday card campaigns All card campaigns require a s
25. Unmarks all checkboxes in the grid Set Sales Stage Set the sales stage field to a selected value for all marked checkboxes Set Group Set the group field to a selected value for all marked checkboxes Set Status Set the status field to a selected value for all marked checkboxes Add to Campaign Add all marked records to a campaign Notes Show the notes screen for the highlighted record in the grid This feature only works with 1 record at a time Delete Permanently delete all records with marked checkboxes Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts e 55 Chart Section Features The Chart Section of the dashboard shows charts generated from records selected by the filter applied in the Upper Section Click on a chart to increase or decrease the size of the chart e Group Chart This chart uses the group field to summarize the contact records selected by the filter e Status Chart This chart uses the status field to summarize the contact records for the filter e Sales Stage Chart This chart uses the sales stage field to summarize the contact records for the filter Sorting Contacts and Borrowers Select Edit Sort to order the records in the following ways e Last Name Alphabetical order by last name This is the default order e Zip Code Ascending numerical order starting with the lowest zip codes e City Alphabetical order by city
26. View Balance Mortgage Quest reads the information from the Internet and updates your account Account Management Reports There are two reports to help you manage your Mortgage Quest service account To run these reports select Services Account Management Reports Order History Shows a history of product orders during the time period you specify Usage Report Shows the amount of products and services used during the time period you specify Website Integration Mortgage Quest is integrated with mortgage websites hosted by LinkURealty Leads from the website are imported into Mortgage Quest and can be added to marketing campaigns for follow up Import Leads All forms on the website are imported into Mortgage Quest The website also emails you when a lead is generated on the website Campaign Triggers You can configure Mortgage Quest to add different leads to specific campaigns For example when prospects fill out a prequalify form the lead can be added to a prequalify marketing campaign when the lead is imported Auto Checking You can configure Mortgage Quest to check for leads periodically Lead Tracking Mortgage Quest tracks all leads imported from the website and you can search for leads imported during certain time periods The dashboard shows you production results of your website Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services 213 PRE QUALIFY CONTACT OURTEAM
27. by Mortgage Quest When Mortgage Quest prints this letter it replaces PS1 with the statement entered in the PS1 field in the preference screen Congratulations on your purchase Ifyou have any questions please feel free to call me at R_WORKPHON Sincerely Z A PSI f Z Z feet Inserting Mortgage Quest Fields into Letters When you print letters Mortgage Quest commands your word processor to perform a mail merge This means that data from the Mortgage Quest databases are merged into letters and then printed You may edit any letter and delete or insert other merge fields to meet your needs See the section on Mortgage Quest Merge Fields for a complete list of borrower and contact merge fields To insert merge fields 1 Click the Letters Manager icon and create a new letter or edit an existing one 2 When the letter displays in Word place the cursor where you want the field inserted 3 Click Insert Merge Fields or press ALT SHIFT F keys simultaneously to display a list of fields 4 Double click on the field or highlight the field and click OK The field is placed at the location of the cursor To delete merge fields 1 Edit the letter 2 Select the entire merge field including the brackets 3 Press the Backspace or Delete key Note Be careful when deleting merge fields If you don t delete the entire merge field you ll get errors when printing Mortgage Quest User Guide Version 4 1 7
28. e Enter the number 270 000 and click Finish 6 Adda Connector If you have one condition connectors are not needed In our example we have two conditions e Click Add e Click AND 7 Pick a Field e Select Close Date and click Next 8 Pick Operator Click Between Two Dates e Enter Dates From 01 01 07 To 12 31 08 9 Click Finish 10 The entire query should appear as follows e Loan amount is greater than 270000 AND e close date ranges from 01 01 08 to 12 31 08 11 Click Close to save the query and return to the Borrower queries window 12 Highlight the query title and click Select to set the group view 13 The group should show at least the two records entered earlier in this tutorial Delete these two records when you are finished with the tutorial 14 Select Group Clear Group to show all records Query Suggestions Creating queries is a very powerful feature that allows you to control and access the data exactly as you desire Queries help you manage your data efficiently as your database grows with past present and future clients This section contains some suggestions for creating queries Queries can be broad or narrow depending on your data Broad queries result in retrieving more records than a narrow query For example the broad query loans greater than 100 000 would locate more records than the narrow query loans equal to 100 000 Of course the actual number of rec
29. e In Process Letters The Loan Cycle open status close letters and e mail have been modified to include both your and the assigned Realtor s photos and contact information e Past Buyer 60 letters and e mail to send to past customers monthly for 5 years Each letter and e mail is co branded with you and the assigned Realtor Using the Co Branding Service Step 1 Select Your Photo and Enter Your Contact Information 1 Click the icon to display the registration screen 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 Fe to enter the Contacts database 2 Ifthe Realtor is already in Mortgage Quest go to the person s record 3 Ifthe 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 Click the Borrowers icon to enter the Borrowers database If the borrower is already in Mortgage Quest go to the person s record 3 If the borrower is
30. etc They cannot be used for new letters created Field Name M_PREFIX M_LAST_NAM M_FIRST_NA M_MID M_TITLE M_COMPANY M_ADDRESS M_CITY M_STATE M_ZIP M_EMAIL M_TELEPHON M_ACTION M_SOURCE M_REFNAME M_WORK_EXT M_DEAR G_DATE G_NAME1 Description Contact s personal title Mr Mrs etc Contact s last name Contact s first name Contact s middle initial Contact s professional title Contact s company name Contact s mailing street address Contact s city Contact s state Contact s Zip Code Contact s email address Contact s telephone number Action field Source of borrower Person who referred the borrower Contact s telephone extension Contact s salutation Dear Mr Smith Current date Contact s full name Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Merge Fields 249 G_NAME2 G_B_PREFIX G_B_LAST G_B_FIRST G_B_MID G_CO_PREFI G_CO_LAST G_CO_FIRST G_CO_MID G_PROPADDR G_PROPCITY G_PROPSTAT G_PROPZIP G_PROPPHON G_CREDREPX G_ELETTERX G_APPRAISX G_E_VERIFX G_W2X G_S_INSTRX G_VERDEPX G_HOMEINFX G_MORTVERX G_RENTALX G_TITLEREX G_FILERDYX G_OTHERX G_SUBMITX G_APPROVEX G_OTDATA G_OTDATA2 G_OTDATA3 A_CO_PREFI A_CO_FIRST A_CO_MID A_CO_LAST A_FAX A_HOMEPHON A_CARPHONE A_PAGER R_PREFIX R_LAST_NAM R_FIRST_NA R_INITIAL R_TITLE R_HOMEPHON R_WORKPHON R_WORK_EXT Co contact s full name Assigned borrower personal title Assigned borrower la
31. letter recipients Select View Status Letter Options to display these values for a single borrower See Customizing the Loan Cycle for more information Viewing Letters Sent to a Borrower or Contact You can show letters that have been sent to the borrower or contact currently displayed You can view letters sent from marketing campaigns and letters sent individually To view letters 1 Go to the borrower or contact record 2 Click the Letters icon J or select View Letters Sent Campaign Letters If there is more than one campaign in the list select the campaign to display the letters sent 3 Select View Letters Sent Single Letters to display letters sent one at a time Viewing Campaign Status Viewing Campaign Status is useful when you want to know if a borrower or contact is in a campaign and the status of the campaign You can also remove the person from a campaign To view campaign status Go to the borrower or contact record Select View Campaign Status from the upper menu You can also right mouse click and select View Campaigns 3 If there is more than one campaign listed click on the campaign to change the status information Finding Borrowers and Contacts Mortgage Quest has many ways to find people quickly You can find individuals or groups of people You can also search contact and borrower fields and find people whose data matches A replace feature allows you to replace data found in fields
32. letters e Sort By Last Name For Loan Cycle Only Sorts the list by last name This is useful for skipping multiple letters to the same person e Check For e mail only Click on a person and click Check to display their e mail address You can change it or add a new one e Skipped Indicates if an e mail address is either missing or has an invalid format Previewing E Mail Before Sending Mortgage Quest processes all e mail and then queues it to send The screen below shows all e mail to be sent You can view the content of each e mail and select e mail to be skipped Unmark checkboxes next to names who you do not want to send e mail Mortgage Quest User Guide Version 4 1 7 A Send E Mail for E shop Purchase Name E Mail Address Type a V Bob Aganowski chris emarketfocus com Borrower Gate ateare ohie ematkatiocus cor Bee Drab typ o apana tcp Bonamia V Gary Adams Ken emarketfocus com Borrower O JessAdame hris emarketfacus B ai June Adal h arnarketiocuc B a AMi Ah iy apata amp a C Kevin dak hris emarketfocus com Bi at Lizzi Aganowski ____ chris emarkeltfocus com __ Bowower E Luis Acosta Bob emarketfocus com Borrower amp Rodolfo Adriano mary emarketfocus com Borrower Z Roshanak Aflatouni me bemardkuffler com Borrower O Zainab ager hris emarketfocus Borowa v lt gt
33. notes Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 21 Borrower Lists Borrowers Blow Joe Bobby Bob Borrower New Borrower Tom Boston Susie Case James Conklin David Conklin Jonnette Contrary Mary Dibble Kathy Dibble Kathy Downey Dawn Downey Dawn Evans Joseph Gotloan Wanda Green Rob Haley Mike Harper Tim Homer Homer Irvin Davina garkson Kathy Ail Campaigns i Borrower i Loan Details hotes Activities Loan Status Personal Info 3 3 1 AB _ _ First M Last PE Ss 3 3 1 Cde Jerry Atest Work 858 415 4081 3 31m 4th Of July SA Susan Atest Ext EE Alt Sources 2 Fax 555 555 1212 Dear Jerry and Susan Alternate Sources a Home 858 254 8524 C A DC Property v Cell 858 790 1818 Letters and E mail Address 123 Main St Pager 03mo Escrow E Mail 03mo Listing Agent City State Zip Vista CA 92458 Best Time 9 00 AM 03mo Seller 03mo Selling Agent Other Phones Mailing O6mo Builder 06rno Escrow g Address 123 Main St Send jatest aol com s gt Send satest aol com Activities A ci i CityiState Zip Vista CA 92458 7 E Mail Co Borrower Dc Prospect Follow Up i Quarterly Newsletter Rem Action order docs is 08 09 06 Referred Leads Last Action tt Tasks and Campaigns Create Date 04 26 05 Ace a E gt Grou
34. 08 05 2003 Close Remove Help N Mortgage Quest User Guide Version 4 1 7 Canceling and Restarting Campaigns After you print the first letter of a campaign the status is set to Active Once a campaign is Active you can cancel or restart the campaign To cancel a campaign 1 Go to the Campaign Manager 2 Select the campaign to cancel 3 Click Edit and the Status tab 4 Change the status to Cancel 5 Click Finish To restart a campaign 1 Go to the Campaign Manager 2 Select the campaign to restart 3 Click Edit and the Status tab 4 Change the status to Restart When you restart a campaign everyone in the Target List will start at letter 1 5 Click Finish Campaign Status Report The Campaign Status report shows which letters are scheduled to print for a specified time period 1 Go to the Campaign Manager 2 Select the campaign from the list 3 Click Report 4 Enter the time period in which letters will be due For example if you want to know what is due today enter today s date If you want to know what letters are scheduled next month enter from today s date to the date 30 days from now Consumer Shopping Marketing Campaigns Two Customer Shopping campaigns allow you to stay in contact with people who inquire about rates and services before they open a loan The Shopping Purchase campaign consists of 10 letters for people looking to purchase a home The Shopping Refinance campaign
35. APPLY ONLINE PARTNERS WHAT S NEW x HOME LOAN FE PRE QUALIFY nn The DeMaio Team Get Pre Qualified Today We are here to assist you with all your real estate and mortgage needs Mark DeMaio Real Estate Professional J E sn z NEED HELP am A FREE st Apply Today gt CLICK HERE NOW as Credit Repair A Resources TA will gt Sellers AN AN ye i Home av Mortgage Relief seat tag Value gt REQUESTYOURS NOW ri Mortgage Q CLICK HERE ID Theft Protection y aca To set up the website integration 8 Contact Market Focus to order the website 9 Once the website is ready select Services Integrated Websites Setup and the following screen displays S Website Integration Setup Site Number 4943 Last Checked Website PP SEAM Check Every Minutes 30 Enable Auto Checking Add To These Campaigns Home Buyer Form BA Home Seller Form la Prequalify Form BA General Contact Form lal Report Request Form Ia The setup screen has the following features e Site Number This is provided by Market Focus e Last Checked Website Shows the last time the website was checked by Mortgage Quest Mortgage Quest User Guide Version 4 1 7 e Check Every Minutes Enter the number of minutes Mortgage Quest will check the website for new leads Enable Auto Checking must be checked e Enable Auto Checking Mortgage Quest will check the website
36. Accord Seller Julie Anderson NO AMERICAN Builder Select None Send Edit Subject Cancel e Select All Selects everyone in the list e Select None Unmark all checkboxes e Send Send the letter or e mail to everyone selected e Edit Edit the letter in Word e Subject Edit the subject line of the e mail to be sent Adding Past Borrowers to Loan Cycle The Loan Cycle is designed to work with new borrowers opening loans This allows borrowers and the related parties group to receive the entire set of Loan Cycle letters at appropriate times However you can add past borrowers to the Loan Cycle and Mortgage Quest will schedule the appropriate letter based on the close dates Which letters are scheduled is determined by the Add to Loan Cycle options set in the tools screen To change these options select Tools Options and select the Loan Cycle tab See Customizing the Loan Cycle for more information Mortgage Quest User Guide Version 4 1 7 Loan Cycle Marketing 123 To add past borrowers to the Loan Cycle 1 PPO e Pek Mortgage Quest determines which Loan Cycle letter is due to print based on the open and close dates Enter the borrower data and the actual Open date and Close dates Set the Loan Status to Closed Click Save If desired create the related parties group using the Assign Contact Select Add to Loan Cycle from the Loan Cycle list Mortgage Quest determines which letter is du
37. B_SALEPRIC B_LOANSTAT B_DOWNPAY B_PURPOSE B_CONTING B_LOANID B_LOANLTV B_LOCKDATE B_CREDREPX B_ELETTERX B_APPRAISX B_E_VERIFX B_W2X B_S_INSTRX B_VERDEPX B_HOMEINFX B_MORTVERX B_RENTALX B_TITLEREX B_FILERDYX B_OTHERX B_SUBMITX B_APPRO VEX B_SELILAST B_SEL1FIRS B_SELICPNY B_SEL2LAST B_SEL2FIRS B_SEL2CPNY B_LSTILAST B_LSTIFIRS B_LSTICPNY B_LST2LAST B_LST2FIRS B_MARGIN B_LST2CPNY B_ESCRLAST B_ESCRFIRS B_ESCRCPNY B_OTDATA B_OTDATA2 B_OTDATA3 B_APPRDATE B_LOANPROC B_BASELOAN Loan amount Loan interest Type of loan Home sales price Loan status Down payment Loan purpose refinance or purchase Date a contingency is removed Loan ID Loan to value Interest lock date Loan status Credit report Loan status Credit Explanation letter Loan status Appraisal Loan status Employment verification Loan status Tax amp W2 forms Loan status Sale escrow instructions Loan status Verification of deposit Loan status Home association information Loan status Mortgage verification Loan status Rental agreement Loan status Title report Loan status File ready Loan status Other checkbox Loan status File submitted Loan status Loan approved Assigned selling agent last name Assigned selling agent first name Assigned selling agent company Assigned seller last name Assigned seller first name Assigned seller company Assigned listing agent last name Assigned listing agent first name Assi
38. Borrower Status equals Client y OR Action Trigger Field Trigger Value AND OR Delete Event Back Next Close Cancel Help To create a campaign event 1 Select an action from the Action list i e Add or Remove 2 Select a field from the Trigger Fields list 3 Select a value from the Trigger Value list 4 Click Add Event to add the event to the list You can create several events for a campaign by using the OR and AND connectors For example you can create an event to add a person to a campaign when Contact Group equals Realtor OR when Contact Group equals Selling Agent OR Contact Group equals Listing Agent In this case when the Contact Group field matches any of the target values the person will be added to the campaign You also can define events using different fields For example you can add a person to a shopping campaign when the Loan Purpose field equals Refinance AND the Borrower status field equals Shopping In this case both have to match the target values before the person is added Event Suggestions Campaign events are very flexible and can be used for many different purposes The following are suggestions for creating events e Avoid very complex events It may be difficult to determine exactly when they add or remove people because of the number of fields and connectors involved e Ifyou have a complex situation that you want to add or remove someone from a campaign it s better to define
39. C Microsoft Outlook Cl Time and Chaos Step 5 Register Mortgage Quest or Run in Trial Mode 1 When you purchase Mortgage Quest Market Focus will email you a password and set up your account If you have access to the Internet click Register 2 To enter a password click Start in Trial Mode Then select File Administration Register Program using Passwords Enter the password e mailed to you by Market Focus 3 Ifyou have problems contact Market Focus for assistance In the meantime click Run in Trial Mode and begin using Mortgage Quest until the problem is resolved 4 Ifyou are evaluating Mortgage Quest click Start in Trial Mode This enables you to use the program for 30 days At the end of the trial period you will no longer be able to use Mortgage Quest until you purchase and register the program The trial is also limited to 30 records eeri Mortgage Quest Trial period expires on 03 26 2009 Days left 30 Mortgage Quest User Chris Carter Market Focus Inc Click Start in Trial Mode during the trial period Click Register to register the program Buy Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Setup 5 Installing Mortgage Quest Marketing Letters The standard 82 marketing letters are installed automatically when you install Mortgage Quest If you purchased additional letters follow the steps below to install them Mortgage Quest must be installed and registered with th
40. Checkbox All marked records will be imported Click the checkbox to mark and unmark records e Select All Mark all import checkboxes e Select None Unmark all import checkboxes e Select Import records that meet a certain criteria such as added only updated only only open loans or only closed loans e Import Import all records with marked Import CheckBoxes e Cancel Cancel the import No records will be imported Import Results Report When you import borrowers or contacts you can print an Import Results report The report shows the borrowers and assigned contacts added or linked with Mortgage Quest records If a person is already in Mortgage Quest the report shows the person linked with the other program s file Byte Qualifier Series Interface User Notes The Mortgage Quest Interface Kit allows you to read data directly from the Qualifier Series for Windows and create Mortgage Quest borrower and contact records The following are exceptions to the common interface features When linking records between Mortgage Quest and the Byte Qualifier Series you can enter the Byte filename into the Mortgage Quest loan ID field to force it to link Mortgage Quest will read the Byte Lock Expiration Date only when the date is in the form of mm dd yr for example 05 30 03 It will not read the date as Fri May 30 1998 Byte stores this data differently than other dates and will be viewed as empty when read by Mortgage Que
41. Contact This allows you to see a history of tasks from the Mortgage Quest record You can view edit or delete linked tasks from Mortgage Quest When you create an unlinked task from Mortgage Quest the task is created in the Outlook task list but it is not linked to any particular person You manage unlinked tasks from Outlook Both linked and unlinked tasks can be assigned to others This allows you to formally assign and track tasks to others inside or outside your office The Outlook Activities screen displays all linked and unlinked Outlook tasks You can create and edit all tasks through the Outlook Activities screen See the section on Displaying Outlook Activities for a description of how to add and edit tasks To create a linked task with a person in Mortgage Quest 1 Go to the Mortgage Quest record 2 Select Activities Create Outlook Task Link to Person 3 Enter the appropriate information in the screen below 4 Click Save to create the task in the Outlook task list The task title and due date displays in the Mortgage Quest record Note You can create a task by right clicking the mouse button and selecting Activities Create Outlook Task Link to person You can also click New on the person s Notes screen Mortgage Quest User Guide Version 4 1 7 Wi Outlook Task Linked to Joe Borrower Subject Pull Credit Report Categories Credit Report v Due Date 06 28 05 F Status NotStarted Start Date 08
42. Deleted Items B Inbox B Outbox 3 Sent Items Bey calendar S Contacts gi Journal EJ Notes 2 Tasks A Drafts Ea nnam Qiinvanting v Calendar Contacts Default Tasks Default Calendar Default Managing Outlook Appointments and Tasks The Outlook Interface allows you to create and manage appointments and tasks directly from Mortgage Quest This eliminates the need to repeatedly switch between the two programs Creating and Managing Outlook Appointments There are multiple ways to create Outlook appointments from Mortgage Quest You can create linked and unlinked appointments A linked appointment associates the appointment with a particular Mortgage Quest borrower or contact This allows you to see a history of appointments from the Mortgage Quest record You also can view edit or delete linked appointments from Mortgage Quest Mortgage Quest User Guide Version 4 1 7 When you create an unlinked appointment from Mortgage Quest the appointment is created in the Outlook calendar but it is not linked to any particular person You must manage unlinked appointments from Outlook The Outlook Activities screen displays all linked and unlinked Outlook appointments You can create and edit all appointments through the Outlook Activities screen See the section on Displaying Outlook Activities for a description of how to add and edit appointments To create a linked appointment with a person in Mortgage Quest 1
43. Enter the date directly into the field or click the calendar to pick a date Probability Select the probability for making the sale The probability cannot be less than 50 Sale Value Enter the value of the sale or loan amount Comments Enter any comments regarding this forecasted sale Save Saves the forecast information Remove Removes the prospect from the forecast Mortgage Quest User Guide Version 4 1 7 Managing Your Leads e 91 Lead Management Reports Mortgage Quest has several lead management reports that enable you to analyze your sales activities This information is useful to determine which activities are most productive and which are not e Lead Management Report Summarizes all sales activities such as calls made and received email and letters sent sales cycle and conversion rate e Lead Detail Report Shows all sales activities by lead such as calls made and received email and letters sent interviews conducted and tasks and appointments set e Lead Stage and Call Report Summarizes leads by sales stage and call results e Forecast Report Shows all leads on the forecast including confidence level sale value and notes and telephone numbers for follow up calls Using Queries to Find People Query Essentials Many Mortgage Quest features allow you to search sort and group information These features are important for obtaining information that pertains to your sp
44. Expired Lock Date borrowers only e Desired Interest Rates borrowers only e ARM Adjust borrowers only e Balloon Adjust borrowers only Action Event The Action event reminds you to take some action such as call someone back or send someone something This event is displayed when a borrower or contact s Action date field contains a date that is equal to or before today s date The Action event will continue to display until you clear the date or set a new date in the future Birthday and Anniversary Events Birthdays and anniversaries can be displayed before the actual date in order to give you time to send cards You can set the number of days before the event you want to be reminded Select the Tools Options and the Events tab Birthday and anniversary events will only be displayed for a short period of time They will not display when the date in the field is less than today s date You ll need to reset birthdays and anniversaries to the next year otherwise they will not show up the following year When you reset birthdays the age is advanced 1 year To reset birthdays select Tools Reset Birthdays Annual Review Events This event reminds you when it is time to conduct a client annual review The annual review date is calculated automatically from the Closing Date field on the Loan Details screen Importing close dates will also set the Annual Review date field Holiday and Seasonal E Card Events When the E Card service is
45. Finish Close Cancel Help Step 3 Enter Days Between Letters Enter the number of days between each letter This value determines how often you want to send letters The default value is to send letters every 7 days Step 4 fae People to Campaign Now Click Yes if you want to automatically add people to this special interest campaign Mortgage Quest adds all people who have the corresponding special interest checkbox marked 2 Click No to manually add people to the campaign 3 Click Finish If you have more letters to install click Yes Installing Mortgage Quest Modules 1 Start Mortgage Quest 2 Select File Register and Mortgage Quest accesses the Internet to enable any modules ordered Mortgage Quest Network Version Installation Mortgage Quest has two networked versions The Team version allows one loan officer and any number of assistants access to the program The Multi User Enterprise version is for multiple loan officers and assistants to access the program Both network versions consist of a Client component and a Data Server component The Data Server component allows multi user access The Client component is installed on workstation computers that access the Data Server component across the network The Team and Enterprise Network installation is documented in a separate user guide called Network Installation and User Guide Mortgage Quest E Mail Setup There are two different ways you can send e mail to your
46. 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 Organizing Users into Teams When you organize Mortgage Quest users into teams a user can view their individual data or all team members data The Access to All Team Users option gives a person access to all team members data Also a Mortgage Quest user can be a member of more than one team For example a processor can be a member of two different teams When the processor logs onto Mortgage Quest they can select which team s data to view To Set Up a Team A user must have System Administrator privileges to set up a team 1 Click the icon to display the register screen 2 Click Team Manager to display the Team Manager screen wi Team Manager Leon s team Edit Delete Rename Report Close _ Help FRET EERE The Team Manager has the following features e New Create a new team Mortgage Quest User Guide Version 4 1 7 e Edit Add or remove users from the team e Delete Delete a team e Rename Rename a team e Report List the users of a team Click New to create a new team Select a Mortgage Quest user from the left list and click Add 3 Ifyou want a user to be able to view all team members data add the user to the Team List
47. Lists J Delete Print Complete Select All Select None The Checklist screen allows you to define and track a series of tasks to be completed for the borrower The screen has the following columns e Checkbox Click the box to select the task e Task Task name If the task name is bold the task is due today e Due Date the task is due If the tasks is red the task is overdue Bold tasks indicate the task is due today e Completed Date the task was completed e Assigned The initials of the person who is assigned the task Date Shortcuts help you enter dates into the Due and Completed columns quickly e Double Click Enter today s date into the field e Right Mouse Click Displays a calendar so you can pick the date The following features are provided e Add Add a single task to the list e Lists Displays a list of checklists with predefined tasks that you create This is useful when you want to do the same tasks multiple times For example you can define a list of tasks to be done when you open a new loan These tasks are created when you select the list Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts e 25 Delete Deletes a task Print Prints a list of tasks assigned to the borrower displayed Complete Enters a date in the Completed column for all marked tasks Select All Selects all tasks in the screen Select None
48. Mail File Mortgage Quest can use separate HTML files which can contain graphics links and other information with its standard e mail When you select a header or signature file Mortgage Quest inserts the HTML files at the beginning and ending of the e mail If you have e mail stationery Mortgage Quest inserts the letter content at specific HTML tags Market Focus must set up your stationery to be used with Mortgage Quest letters A set up fee may be required Clear E Mail File Clear the HTML file selected View E Mail Files View the HTML files selected Select User In a Multi User Enterprise system select a user to set individual e mail options Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest 161 E Mail Setup Options Faxing Printing Importing Tuning Outlook m General Time amp Chaos Loan Cycle Events E Mail Options E Mail Setup E Mail Address Chris emarketfocus com basses SMTP Server smtp emarketfocus com Log E mail Events Port Number 25 Timeout 10 Send E mail to Outlook E mail Wait 0 0 S C Dont Save E mail Don t Move From Drafts Folder Use SSL E mail Server v Mail Server Requires Authentication UserName Chris emarketfocus com Password T Authentication AUTH LOGIN ball Send Test E Mail l Show Log OK Cancel Help E Mail Address Enter yo
49. Managing Mortgage Quest Letters 137 Writing Temporary Letters 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 2 3 6 7 Go to the person s record in either the borrower or contact record Select File Send Temporary Letter 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 In Microsoft Word Select Tools Options and click the View tab Make sure the Field Codes checkbox is unmarked Then click OK Return to your temporary letter and click the lt lt ABC gt gt button to the right of the Insert Word Field button This will allow you to view the person s data from Mortgage Quest Type your letter and then print it through Word You can insert other Mortgage Quest fields by clicking Insert Merge Field 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 e Restart Mortgage Quest e Print campaign letters through Mortgage Quest e Write another t
50. Mark this if you want a person to see all loan officers data If unmarked a person can only view his or her own data e 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 e 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 e 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 e Assistant Account Restricted user who cannot create records To set user options 1 Select a user from the list and click User Options 2 Mark the Options and click OK to save Change Password This feature displays the user registration screen that contains the password field Enter the password and click save Select File Administration Change Password View System Information This feature displays system information for diagnostic purposes such as where other programs are installed and different system resources Select File Administration View System Information View Installed Modules and Letters This feature displays the Mortgage Quest add on modules and letters that
51. Options Shipped to You and You Mail Target Audience Both Borrowers and Contacts Quantity 100 Cost per Item 0 46 Cost 46 00 T Mortgage Quest User Guide Version 4 1 7 Submit Order The Submit Order screen allows you to review all products ordered Submit Order Account Balance 150 00 Order Summary Products Ordered 1 Quantity 100 Cost 46 00 Shipping 6 85 Sales Tax 0 00 Total Order Cost 52 85 Add Another Product View Order The Submit Order screen has the following options e Submit When you are finished reviewing the entire order click Submit to e mail the order for processing If you added any postcards that will be shipped back to you by In Touch Today a screen displays requesting your shipping address The shipping address cannot be a P O Box number Be sure to indicate if this is a business or home address e Add Another Product If you want to add another product this button transfers you back to the Select Product and Order Options screen e View Order Displays a screen showing order details You can print a summary of the entire order Unmark the checkboxes next to a product to remove a product from the order e View Mail List If you order a product that In Touch Today mails for you View Mail List displays a list of people selected to receive each product in the order Unmark the checkboxes next to people to remove them from the
52. Quest Marketing marketing and lead information such as borrower goals desired interest rate referral lead and referral source Personal Info demographic information such as employment marital status income debts birthdays and anniversaries Interests indicates special interests which can be used to send special interest letters Custom contains fields that you define to contain any information Records List Shows a list of borrowers on the left side of the screen Double click on a person and Mortgage Quest displays the record Q To select the Borrowers database click gol Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 17 The Greeting field is generated automatically when you first save borrower data Borrower Main Screen The Borrower screen contains general fields such as names addresses and telephone numbers Personalinfo Notes Loan Details Loan Status Outlook Activities Marketing Interests Custom First M Last Mr m Joe D Borrower v Work 858 565 6666 Owner Brown Jim IM Mrs Joann F Coborrower Ext 252 Status E Shopping v Fax 858 668 8686 Sales St v Dear Joe and Joann ASROR Home 619 665 6565 Pipeline Prospect m Property cel Priority High m Address 9999 Mesa Terrace Ave Alt Mail Status Send Letters lw v E Mail Prop Ty
53. Search Field list 3 Enter the data you want to find into the Search For field You can also specify how Mortgage Quest finds matching records e Click the Exact Match checkbox to find records that exactly matches the data entered If the Exact Match checkbox is unmarked you can enter partial data and Mortgage Quest will find data that partially matches e Click the Match Case checkbox to find records that have the exact capitalization For example Johnson doesn t match johnson If Match Case checkbox is unmarked capitalization is not used to find data 4 Click Find to search for matching records Mortgage Quest displays the first matching record 5 Press Enter or click Find again to find the next record When the last record is found Mortgage Quest displays a message If you press Find again the first record displays again Replacing Data You can search database fields for specific items and replace data To replace data 1 Click the Binoculars icon eh or select Edit Find from the main menu 2 Select the field to search and set the search method as described in searching fields 3 Click Find Mortgage Quest User Guide Version 4 1 7 4 Enter data into the Replace With field and click Replace Mortgage Quest will replace the data in the field If the Ask First checkbox is marked Mortgage Quest will ask before replacing the data in the field 5 Click Replace All to replace all items found with the data entered
54. Show Linked Tasks and Appts C Permanently Delete Automatic Create Track Rate Locks in Outlook C Create Outlook Birthdays C Open at Startup Remind Days Before Lock Expire Clear Outlook Rate Locks Map Outlook Folders Clear Outlook Birthdays Clear Deleted Items Folder Synchronization Report Clear Outlook Links OK Cancel Help Mortgage Quest User Guide Version 4 1 7 Use Outlook If marked Mortgage Quest will update Outlook records Show Linked Tasks and Appts If marked Mortgage Quest will read Outlook linked appointments task information and display the items in the borrower and contact Notes screen Program performance may be improved if this option is unmarked Track Rate Locks in Outlook If marked create Rate Lock Events in Outlook from Mortgage Quest s lock expire dates on the Loan Details screen Remind Days Before Lock Expire Rate Lock Events will be created in Outlook with the reminder feature turned on and the remind time set to this value Add Loan Details to Notes Transfer Mortgage Quest borrower loan details into the Outlook contact record notes Enable Events When Outlook Events are enabled any changes to Outlook contacts appointments and tasks that are linked to Mortgage Quest records will be updated automatically Automatic Create When Automatic Create is enabled an Outlook record is automatically created when anew Mortgage Quest record is entered If
55. Tips for brightening up the inside and outside of your home Tips for showing your house Considerations for hiring a professional agent First Time Buyer Campaign Provide first time buyers with valuable information while promoting services and asking for referrals Mortgage Quest reminds loan officers to print letters weekly 1 2 3 4 5 6 7 8 9 1 Importance of getting prequalified Home financing questions Finding a good Realtor Mortgage options Understanding the mortgage language Comparing points vs no points Comparing BPMI vs LPMI Preparing for the loan interview Qualifying for the loan 0 Processing the loan Past Buyer Campaign Keep in touch with past customers and help them save money and increase the value of their home Develop customer loyalty and ask for referrals 1 2 3 4 5 6 7 8 9 1 Security alternatives for the home Home improvement projects Tips for hiring a contractor Buying materials for remodeling Painting guide Protecting your valuables Storage tips Working with an interior designer Types of kitchen renovation 0 Desirable features in a kitchen Alternate Sources Campaign This campaign develops relationships with any referral source such as CPA s builders financial planners attorneys escrow agents and Realtors Help people develop their business and ask for referrals 1 2 3 4 5 6 7 8 9 1 Power of positive thinking Building business wit
56. Upland ca 93999 VA lh E Mail Kelly emarketfocus com Web Site For use with For use with Asst Mortgage Quest Letters Mortgage Quest Letters Clear Signature Clear Photo f Pri t z Add New User Remove User Increase Users User Options L int eicense Murphy Kelly v IT Setup E Select User Print User List Close Help To display the User Registration screen Asst 2 Select File Administration View User Registration or ai You can change any information except the first and last name and the company name The following are key fields and functions e E Mail All users must have an e mail address in order to e mail letters e License User license information e Print License Prints license information on letters and e mail e Password This is optional e Get Signature File Select a user first and then select a scanned image file for each user Optional e Get Photo File Select a user first and then select a digitized image file for each user Optional To change user information Mortgage Quest User Guide Version 4 1 7 1 Select File Administration View User Registration or aia 2 Select a user from the User list at the bottom right 3 Change the desired information and click Save To add new users Display the User Registration screen Click Add New User Insert the Enterprise System Registration Disk and click OK
57. address enter the information and mark the box named Mail to Home Address When you enter a zip code and the Automatic Zip code feature is enabled the city and state information is automatically entered If the zip code is not in the database you can add the zip code to the list You can also enter zip codes into the zip code database through the Modify Lists Select Tools Modify Lists Phone Numbers Enter the phone numbers Best Time Select the best time of day to contact this person Best Way to Communicate The checkboxes next to the phone numbers indicate the best way to contact this person For example mark the Home checkbox if this person prefers to be contacted at home E Mail Click E Mail to create a temporary e mail message Owner This is the registered owner of Mortgage Quest This list will contain multiple names for the Enterprise system Status Select the appropriate descriptor from the Status List e Client The Contact has a business relationship with you or is in a related parties group e Prospect The Contact is a potential client Mortgage Quest User Guide Version 4 1 7 When entering new people into Mortgage Quest the Mail Status should be set to Send Letters To create additional Status types select a blank status from the list Then type the new status value and press Enter Sales Stage Select the sales stage the contact is in the sales cycle Priority Select the priority for
58. and then click Set View 4 Click Close and enter a unique team name Before you can close one or more users must be set to View All team members data Mortgage Quest Users Team List Ne Monica Baker Lean Deobald Iva Add gt Ballhagen Craig view Al sie ale Lisa lt Removel ere ae En Garner Tenny Rem View Bias ae Close ick ki Cancel a xl Hep The team creator screen has the following features e Add Add a user to the team e Remove Remove a user from the team e Set View Give a team member the privilege to view all other team members data e Rem View Remove a team member s privilege to the view all team members data e Close Close and save changes e Cancel Close and don t save changes Assigning Loan Officers to Borrowers and Contacts When a loan officer creates a borrower or contact record the owner field is set to the loan officer s name The owner field is used to determine who the record belongs to When a letter is printed to a borrower or contact Mortgage Quest puts the loan officer s name as determined by the owner field in the letter All records must be assigned to a loan officer before you can print letters Mortgage Quest User Guide Version 4 1 7 Multi User Enterprise System 183 Other loan officers cannot change loan officer owner fields unless they have a system privilege to view all user s data Printing Letters Whe
59. any information To select the Contacts database Click the Contacts icon IB Contact Main Screen Contacts Brown Jim List Agent Larry Planner Paul Personal Title A Contact Personal Info Notes Outlook Activities Interests Custom First M Last m Jim Brown Work Owner Brown Jim Ext Status Fax y Sales Stage 7 Home Priority Mailing cell Mail Status Send Letters Company Abe Alt Title Address E Mail Group City State Zip Best Time x Home Address City State Zip Loan Cycle Send Mode Mail to Home Address E Mail Letters Action a sa ie Fax Letters Last Action ti Create Date 02 24 09 Get Photo Click the list preceding the first name field and highlight the desired title if any Names First names are spell checked automatically and are compared with personal titles to make sure they match For example if you select Mr and the first name is Nancy a message appears indicating that the title is male and the first name is female Greeting The Greeting field is used as the salutation in letters to Contacts Greetings can be formal or informal For example Dear Mr Smith is a formal greeting Dear Robert is an informal greeting The type of salutation is determined by the style you select Select Tools Options and the General tab to set this option The greeting f
60. as Norton McAffee and ZoneAlarm will block Mortgage Quest from sending e mail You ll need to configure these programs to allow Mortgage Quest access to the Internet specifically TCP Port 25 If you are unsure how to do this consult the help system for the firewall program or contact technical support for the firewall program If you still have problems after verifying the ISP information and configuring software firewalls contact Market Focus technical support for further troubleshooting The Log E mail Events is used to diagnose problems between the SMTP mail server and Mortgage Quest Leave it unmarked unless you have problems Please consult the section called E Mail Options for a description of the other e options shown Reinstalling Mortgage Quest Use the following steps to reinstall the program This will not erase information in your database 1 2 3 4 Open the My Computer icon Open Control Panel Open Add Remove Programs Find Mortgage Quest in the list and select it Note If Mortgage Quest is not on the list reinstall the program using the installation CD or from the Internet 5 6 7 Click the Change Remove or Add Remove button depending on your version of Windows Click Next Click Finish Reinstalling Mortgage Quest Marketing Letters If you have previously installed letters via the Internet follow this procedure If you installed letters manually follow the procedure described
61. by the activity series The upper screen shows all Outlook tasks created 4 The lower screen shows the campaigns the person was added to by the activity series if Activity Series New Lead for Joe Borrower Xx Subject Status Due Date Assigned A Z Conduct Initial Interview Task Created 0 07 30 05 Bob Ho T Run Credit Report Waiting for Conduct Initial Interview Offs Assistant T Schedule High Trust Interview Waiting for Guaranty Letter offs Assistant T Conduct High Trust Interview Waiting for Schedule High Trust Interview 074 Bob Ho v J gt Select All Select None Campaign Letter Due Next Due a Guaranty Letter Waiting for Run Credit Report det Waiting for Conduct High Trust Ms lt gt Report Order Close Help The upper activity status screen has the following features These features are not available for tasks assigned to other people Click the box beside tasks to select them in the list e Edit Edit an Outlook task e Delete Delete an Outlook task e Mark Complete Mark an Outlook task complete e Select All Mark all items in the list e Select None Unmark all items in the list The lower activity status screen has the following features e Remove Remove this person from the campaign e View View a list of all campaigns this person is in Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface 83 e Report Print an activity se
62. can see the results of your marketing efforts as well as prevent sending the same cards to the same people When ordering postcards you should be able to answer these basic questions e Which In Touch Today postcard do you want to send e Who do you want to send the postcards to Borrowers Contacts or Both e Do you want In Touch Today to mail the postcards for you OR In Touch Today to print the cards and mail them back to you so you can mail them Select Product and Order Options 1 Select Services In Touch Today Order Postcards and Birthday Campaigns T Select Product and Order Options Product Type Product Category Recipe at Product Item R001 M kA Product Comment Beef Stuffed Peppers a vv Target Audience Borrowers Only M Delivery Options Shipped to You and You Mail E2 Quantity 100 gt Gea Genco me 2 Set the Product Type to Postcards 3 Select the Product Category of the postcard you want to order e g Recipe 4 Select the In Touch Today Product Item that identifies the specific postcard that you want to order e g ROO1 M The product item is very important and is the same item identifier found in the In Touch Today catalog and on the company website 5 The Product Comment field describes the postcard To view the actual postcard image click View Product Mortgage Quest opens your Mortgage Quest User Guide Version 4 1 7 9 browser to the In Touch Tod
63. clients and prospects You can send e mail directly from Mortgage Quest using your SMTP mail server Or Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Setup 7 Mortgage Quest can send e mail through Outlook The easiest setup is to use Outlook for sending Mortgage Quest e mail To use Outlook to send Mortgage Quest e mail 1 Start Mortgage Quest 2 Select Tools Options and click the E Mail Setup tab 3 Check Send E Mail to Outlook 4 Close and save To send e mail directly through Mortgage Quest In order to send e mail through Mortgage Quest you must have an Internet Service Provider ISP that provides SMTP e mail capability If you can e mail through Outlook you have an SMTP mail server and can e mail through Mortgage Quest E mail setup requires 2 pieces of information e Your e mail address e SMTP Outgoing Mail Server e If your mail server requires authentication you will need your log on user name and password Your SMTP information is located in the Microsoft Outlook account information If you use Microsoft Exchange you need to contact your system administrator to get the SMTP mail server information Perform the following steps to find the SMTP information These steps are for Outlook 2002 and will vary depending on your version of Outlook If you need help contact Market Focus technical support Start Outlook Select Tools E mail Accounts Select View or change existing e mail accounts
64. date of the last marketing campaign completed Notes Screen The notes screen allows you to enter unlimited notes for the contact such as conversations This screen also contains areas for displaying linked appointments and tasks items The following features are provided for entering notes Set Time Timestamps the note Clear Clears the entire note Print Prints the notes Mortgage Quest User Guide Version 4 1 7 e Note List Select commonly used notes from the list and it will be entered into the note To add a note to the list click in the list enter a new note and press Enter e New Outlook only Create a linked appointment or task The Outlook appointment or task is created and linked to the person displayed e Edit Outlook only Display the appointment or task selected You can modify appointment and task information e Delete Outlook only Delete an Outlook appointment or task e List Outlook only Display all appointments and tasks in a larger list Interests Screen The Interests screen contains various boxes to record the interests of the contact and spouse Market Focus has written special interest letters that you can send to both borrowers and contacts For example you can send health and fitness tips to clients If these letters are installed and you mark the Health amp Fitness box you can add the contact to the Health amp Fitness campaign You can add inte
65. days between letters of letter 2 from 7 days to 30 days This change doesn t affect any letters scheduled to print The change takes effect after letter 1 is printed and letter 2 is scheduled 30 days later To change the campaign status A campaign can have the following statuses geo bone e Ready Letters have not been printed e Active Letters were printed e Completed All people have been sent all letters in the campaign e Cancel Cancel an active campaign e Restart Restart a cancelled or completed campaign To edit a campaign click to display the Campaign Manager Select the campaign to edit from the list and click Edit Click the Status tab and change the campaign status Click Close Mapping Special Interests to Marketing Campaigns The Borrowers and Contacts databases have an Interest screen where you can record areas of interest This feature allows you to map a specific interest to a marketing campaign When the interest checkbox is marked in the borrower or contact Interest screen the person will be added to the campaign Likewise if the checkbox is unmarked that person will be removed from the campaign If you purchase Special Interests letters from Market Focus the interest checkbox is automatically mapped to the campaign when it is installed If you create your own interest campaigns this feature allows you to map checkboxes on the Interest screen to your campaign To map an
66. depends on how many changes you make We recommend that you back up your database at least once a week If you make many changes you should back up more frequently Mortgage Quest provides several methods for backing up and restoring your data You can back up and restore the following types of data which uses the following files e Borrower and Contact databases MQDATA ZIP e Reports MQREPORTS ZIP e Letters MQLETTERS ZIP e Backup for Merging MQMERGE ZIP Mortgage Quest also has a special feature for moving data between two computers called Backup for Merging This option allows you to back up Mortgage Quest data on one computer and merge the data to a different computer The difference between the Backup for Merge and a normal backup is that the regular backup replaces all data whereas the Backup for Merge changes only the data in borrower and contact records that were added or modified Mortgage Quest User Guide Version 4 1 7 Z Back Up Data to Local Folder X cimarket focusimortgage questibackup A Back Up Location Select files to back up User Data C Reports C Letters To back up Mortgage Quest data When you backup Mortgage Quest compresses the information into a single file and copies it to the location you choose You can back up to diskette hard drive or a zip drive It also creates an archive copy in the c program files market focus mortgage quest backup archive folder 1 Select File
67. e mail letters based on the Loan Cycle options Select Tools Options and click Loan Cycle to change set these values A fax number must be entered before the Fax Letters checkbox can be set Fax Letters Checkbox The Fax Letters option enables Mortgage Quest to automatically fax Loan Cycle letters to contacts Mortgage Quest determines if this person is eligible to receive faxes based on the Loan Cycle options Select Tools Options and click Loan Cycle to change set these values Spanish Letters Checkbox The Spanish Letters option enables Mortgage Quest to automatically send Loan Cycle letters written in Spanish Spanish letters are sold separately The checkbox will be dimmed if they are not installed Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts e 35 Leff Comment CText3 Platform HTML Help 1 x et Comment CText4 Platform Printed Manual Action Select an action from the list To create a new Action select a blank item from the list enter the information and press Enter Action Date Enter the date that you want this action to occur or click the icon to display a calendar Mortgage Quest s Event Monitor will notify you when this date occurs Last Action When you select a new action the previous action is saved in this field If there is a value in this field and a new action is selected the last action value is stored in the notes Create Date Mortgage Quest au
68. enabled Mortgage Quest will remind you when it s time to send the appropriate e card to your users When the event is selected the Broadcast E mail Wizard is displayed to e mail the e card Lock Expired Contingency ARM and Balloon Adjust Dates Mortgage Quest User Guide Version 4 1 7 Monitoring Events 149 These events work exactly like birthdays and other events The only difference is that when you reset these events Mortgage Quest retains the date in the field You can set the number of days before the event you want to be reminded Select the Tools Options and the Events tab Monitoring Interest Rates An event called Rate Watch is used to notify you when there are borrowers whose desired rates are equal to or less than the current interest rate The Event Monitor searches the borrower Desired Rate field on the Borrower Marketing screen to determine when to notify you To enable the Rate Watch Monitor 1 Select Tools Options and the Events tab 2 Mark the Rate Watch checkbox 3 Enter today s interest rate in Watch Rate Value field 4 Click OK As you interview borrowers enter their desired interest rates into the borrower Desired Rate field on the Borrower Marketing screen Mortgage Quest selects borrowers when the current Rate Watch value is less than or equal to borrower s Desired Rate Mortgage Quest displays these borrowers in the Card File View The Reset Event button on the Card File View is used to res
69. from Outlook and link them to Mortgage Quest borrowers and contacts e Read Outlook Drafts Folder Moves all Mortgage Quest e mail in the Drafts folder to the Outbox folder Note Mortgage Quest links e mail received and sent from Outlook by matching the Outlook e mail addresses with the main e mail address in the Mortgage Quest borrower and contact records Mortgage Quest keeps a permanent copy of any e mail Mortgage Quest User Guide Version 4 1 7 that can be linked to a borrower or a contact even if you delete the e mail from Outlook You can increase the speed of the refresh by deleting e mail from your Outlook Inbox and Sent folders after you refresh with Mortgage Quest Displaying E Mail Sent and Received When you send e mail directly through Mortgage Quest it is tracked and linked to the borrower and contact records In addition the Mortgage Quest Refresh feature reads all e mail messages sent and received in Outlook and links them to borrower and contact records that have matching e mail addresses This allows you to view all e mail sent and received from your borrowers and contacts from Mortgage Quest Plus if you are using a multi user version of Mortgage Quest you can see all e mail correspondence sent by other users as well To display e mail sent to a borrower or contact 1 From Mortgage Quest go to the borrower or contact record 2 Click g and select E Mail Sent You can also select View Letters amp
70. from an activity To remove a person from an activity 1 Go to the person s record in the Borrowers or Contacts database 2 Select Activities Remove from Activity You can also right mouse click and select Activities Remove from Activity 3 Select an activity from the list 4 Mortgage Quest removes the person from all activities created All unassigned Outlook tasks created by this activity series are deleted from the Outlook task list However Mortgage Quest cannot delete assigned Outlook tasks If the person was added to a campaign they are removed Viewing Activity Series Status One of the advantages of defining activity series is that you can view the status of multiple tasks on one screen To determine if a person is in an Activity Series 1 Ifthe Record List is not Showing select View Lists and Show Record List Mortgage Quest User Guide Version 4 1 7 ad Locate the person in the list 3 Ifthe person s name is blue this means that the person is in an Activity Series or a campaign 4 Click the right mouse button to display all activities and campaigns To view Activity Series status 1 Go to the person s record in the borrowers or contacts database 2 Select Activities View Activity Status You can also right mouse click and select Activities View Activity Status 3 If the person is in multiple activities select an activity from the list The screen below displays all tasks created
71. gives you Possible classifications include customer client or advocate You may also add other classifications Referred By Contains the name of the person who referred the borrower to you Click Add Referral to assign a borrower or contact as the referring person You cannot enter the name of the person into this field Referred To Contains the name of a contact to which you referred this borrower For example you might refer a borrower to a financial planner or a life insurance representative and you want to record this fact Click Add Referred To to assign the person You can t enter the person s name into this field Referrals Given Contains the total number of referrals the borrower has given you This number is updated automatically when you assign borrowers as the referral sources It can t be modified Last Campaign and Date Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 29 Contains the name and date of the last marketing campaign completed Personal Info Screen The Personal Info screen contains demographic information such as birthdays and anniversaries for the borrower and co borrower Borrower Loan Details 8 Notes Loan Status Marketing Personal Info Interests Custom SSN 225 556 5555 mMale O Female SSN 555 55 5555 OMale Female Employer Joe s Plumbing s Employer Boeing n 3939 Elk Grove Ct 8776 El Cajon Blvd Upland C
72. is considered a long distance call In this case Mortgage Quest will add the long distance prefix and the area code to the number when faxing Note In some cities local calls may have the same area code as long distance calls You have to know when to dial a 1 and the local area code To handle this situation don t enter a Local Area Code in the Fax Setup screen Enter the area code in the fax number only when you need to dial it Mortgage Quest will consider it a long distance number and will use the long distance prefix and the area code Another special case involves areas where you have to dial a 1 and the local number with no area code e g 1 536 9090 In this case enter a 1 in the area code and Mortgage Quest will dial the 1 and the local number Faxing Campaign Letters 1 Create the campaign using the Campaign Manager 2 When letters are due to print select the Print Monitor 3 Select the campaign and click View Letters 4 Change the print mode from Letters to Fax for the letters you want faxed 5 Close and then click Print Mortgage Quest User Guide Version 4 1 7 Printing Sending Letters and E Mail e 147 Monitoring Events Event Monitor Every time you start Mortgage Quest the Event Monitor checks for all the events that are due that day Events can be letters to print expired dates or a notification that the current interest rate is less than or equal to the borrower s desired interest A date expires whe
73. next 7 days etc from the Appointment View list The appointment start date is used to select appointments to view e Task View The task status is used to change the list of tasks displayed You can also select Overdue tasks which is based on the task s due date Loan Status Screen Borrower Loan Details Notes Loan Status Marketing Personal Info Interests Custom Credit Report Verification of deposit Credit Explanation Letter Homeowner s Assn info Appraisal Mortgage verification Employment verification Rental agreements Tax returns amp W2 forms Preliminary title report Other Sale escrow instructions a The file is ready to be submitted The file has been submitted for approval The loan has been approved The Loan Status screen contains items needed to complete the loan A marked box means that the item is needed to complete the loan This information is merged into the Mortgage Quest status letters and printed during the Loan Cycle You may change any loan status title For example you can change Credit Report to something else However the status titles in all Mortgage Quest Status letters must be changed as well to match Mortgage Quest imports loan status information from other loan processing systems and updates information in this screen These systems include Calyx Genesis and Contour See Im
74. next year This feature creates birthday events for the current year so you can be notified when its time to send a card Borrower Monitor Events Prepayment Penalty Date Mark if you want to monitor contingency dates Rate Watch Mark if you want to monitor desired interest rates Rate Watch Value Enter the current interest rate to monitor Mortgage Quest searches for borrowers whose desired rate field contain values greater than or equal to the rate watch value Lock Expired Mark if you want to monitor lock expired dates ARM Adjust Date Mark if you want to monitor the date ARM loans adjust Balloon Adjust Date Mark if you want to monitor adjust dates for balloon loans Annual Review Mark if you want to monitor Borrower annual review dates The review date is set to 365 days from the close date field value This is done when importing or manually entering close dates Days Before Annual Review The number of days you want to be reminded before the Annual Review date Days Before Lock and Conting The number of days you want to be reminded before the Lock and Contingency dates expire Days Before Balloon Adjust The number of days you want to be reminded before Balloon Adjust date expires Days Before ARM Adjust The number of days you want to be reminded before the ARM Adjust date expires Printing Options The Printing options control how Mortgage Quest prints letters and envelopes
75. 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 a Photo Requirements and Recommendations The photos used with the Co Branding service should be a certain size and resolution in order to produce high quality letters and e mail When printing letters the quality and resolution of your printer also plays an important part in how photos will appear e Photo Type The recommended type of photo to be used is a JPEG or JPG type An alternate format that can be used is BMP Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services 229 Photo Size The photo size used in letters and e mail is 90 pixels wide by 132 pixels high Your photos do not have to be exactly this size but the ratio between the width and height should be around 68 90 divided by 132 For example you might have a photo that is 360 pixels wide by 500 pixels high This can be used because the ratio is around 68 i e 360 divided by 500 If you select a photo that does not have this ratio Microsoft Word scales the image to fit and it may look distorted For example square photos e g 500x
76. or data file and creates and updates borrower records Read Contacts Reads information from another program or data file and creates and updates contact records Setup Wizard Guides you through the setup process for importing data Import Options Display importing options in effect Remove Last Import Remove any records created during the last import Show Links Displays Mortgage Quest records and their corresponding loan file or record ID Mortgage Quest User Guide Version 4 1 7 e Map Loan Officer IDs Reads the Rep IDs in other loan program and displays them so you can map an ID with a Mortgage Quest user To import data i 1 Click the import KD icon 2 The import screen displays where you can manage and control importing This screen is used to import data from another program such as Calyx Encompass Genesis Contour or a data file 3 Select Read New Borrowers or Read New Contacts Depending on the type of data imported one of these options may not be available Setup for Importing from Other Programs The import setup wizard guides you through the steps required to import data from another program such as Calyx Point Encompass Genesis Contour etc These steps vary depending on the type of data and the program being imported If you are importing from ACT or a data file see the Setup Wizard for Importing ACT or Setup Wizard for Data File which describe different steps Step
77. or data file and creates new borrower records in Mortgage Quest If a borrower already exists in Mortgage Quest the record will be updated with the imported information If the loan program has a section that identifies the contacts or agents involved with the loan Mortgage Quest will create contact records and create the related parties group automatically To read new borrowers 1 oe 10 11 Click the Import icon Select the name of the other program or the template name from the Read Data From list If you are using the Multi User Enterprise system select the Mortgage Quest user from the list of users You can also select All Loan Officers from the list However you should map loan officer IDs to all Mortgage Quest users before you use the All Loan Officers option If you mapped Rep IDs to Mortgage Quest users only files that match the Other Program Loan Officer ID data will be read If this field is blank all files are read and created in the name of the loan officer selected Click Read Borrowers When Mortgage Quest reads borrowers from another program or data file it searches its Borrowers database to see if the record already exists Mortgage Quest will not create another borrower record if it finds a match A match is found in one of the following conditions Social Security numbers match Loan IDs match If the social security numbers and loan IDs don t match Mortgage Quest uses the primary borrower s fir
78. order You also print this list Ordering Birthday Card Campaigns Ordering birthday card campaigns follow the same steps as those described for ordering postcards Please refer to the section above for a description of all the features The following describes the process for ordering birthday card campaigns You can order birthday cards for Borrowers and Contacts You can also send cards to the Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services 223 main person as well as to their spouses To send birthday cards you must enter the birthday in appropriate fields in the Borrowers and Contacts database Select Services In Touch Today Order Postcards and Birthday Card Campaigns Select Birthday Card Campaign from the Product Type list Select the birthday card theme from the Product Category list The Product Comment field describes each theme Click View Product to visit In Touch Today s web page that shows the actual birthday cards Select the Target Audience who will receive the cards such as Contacts Borrowers or Both The Delivery Option indicates the person who will receive the cards such as Main Person Spouse or Both Click Next to select the people to add The Target Audience and Delivery Option determine the list of people shown in the Select People to Receive Cards screen Only people who have birthdays entered in Mortgage Quest and whose Mail Status field is set to Mail Letters will be di
79. persist in achieving your goals How to be the master of your time Tips for the listing presentation Creating an effective personal brochure A tool for identifying your seller s concerns 0 Tips for servicing the listing Realtors Campaign 2 1 2 3 4 5 6 7 8 9 1 Tips for negotiating How to effectively use your assistant s time The use of thank you cards and other reasons to write Important phone skills for your assistant and others Strategies for getting price reductions after the listing Avoiding the pitfalls of selling Turning self defeating thoughts into empowering convictions How to capitalize on expired listings Strategies for becoming a property expert 0 How to make more money selling fewer homes Realtors Campaign 3 WARNS Pearls of wisdom from a well known business author Tips for bringing the seller more money More tips for bringing the seller more money How to wrap up an open house Open House Checklist Mortgage Quest User Guide Version 4 1 7 Marketing Letters and Strategies e 239 see ae 0 Tips for making your phone time profitable How to improve your telephone prospecting skills A strategy for approaching the expired listing How to remain optimistic How to get testimonials and referrals Realtors Campaign 4 1 2 3 4 S 6 7 8 9 1 0 How to make a good impression on the phone and in person Tips for the listing appointment from a top producer Creative
80. postcard orders that are mailed by In Touch Today is approximately 10 14 business days The following postcard categories can be ordered through Mortgage Quest Announcement Asset Reallocation Commercial Loans Equity Expiring ARM For Sale By Owner Home Equity Home Tips Homekeeper Humorous Inspirational Interest Only Loans Investment Just Refinanced Landscape Move Up Property Owners Neighborhood Newlywed Non Prime Real Estate Investment Recipe Recruiting Referral Request Referral Source Refinance Low Renters Reverse Mortgage Seasonal Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services e 215 Rate Seminar Special Occasion Subprime Switch to Fixed Announcement Transitional Birthday Card Campaigns In Touch Today has four different themes of Birthday Card campaigns that you can send to both Mortgage Quest borrowers and contacts and their spouses When you put someone on one of these campaigns Mortgage Quest uploads the required information to In Touch Today and tracks the information in Mortgage Quest In Touch Today mails the birthday cards for the next three years in time for each person s birthday Mortgage Quest continues to track the birthdays so you will know when cards are sent Also you can view which borrowers and contacts are on the In Touch Today Birthday Card campaigns Greeting Card Campaigns In Touch Today has gree
81. print labels from e Card File View e Borrowers or Contacts database e Label Wizard To print labels from the Card File View The Card File View is used in various features For example it is used to list people who have birthdays coming 1 Click Print Labels 2 Select Print All Labels to print everyone displayed in the Card File View To print labels to a group 1 Go to the Contacts or Borrowers database Select Group Set Borrower Group or Contact Group depending on which database you are in 3 Select a query that defines the group 4 Select File Print Labels Borrower or Contact Labels 5 Select Print All Labels to print labels to everyone in the group To print labels using the Label Wizard 1 Select File Print Labels Label Wizard Click the types of people for the labels borrowers contacts or both 3 Click Group to print to a group of people or click All to print to everyone 4 Select the print order The company option is only for contact labels 5 Print labels You can display a list of people selected before printing You can also skip people in the list 6 Click Export to Excel and the label data will be exported to your Mydocuments folder in the spreadsheet name you provide Mortgage Quest faxes letters automatically to borrowers and contacts with the use of WinFax PRO You can even schedule your faxes to go out at a later time Mortgage Quest controls the entire process for you In order to fax l
82. register the Mortgage Quest Single version Step 1 Start Mortgage Quest Q Double click the Mortgage Quest S icon to start it Step 2 Accept License Agreements Read the license agreement and click OK to accept Step 3 r Out Registration Screen Enter your first and last name into the registration screen Make sure it is spelled correctly and has the correct punctuation because this is the way it will be written in letters 2 Enter the remaining information and click OK En Registration X Enter your first and last name exactly as you would like itto appear in letters Do not enter your name using all capital letters unless you want it that way in letters sent to customers Name Sam Houston Phone 858 989 8999 Title Loan Officer Ext 25 Company ABC Mortgage Corp Fax 858 656 6566 Address 1234 Corporate Way Home cacy CitwState Zip San Diego CA 92131 Pager E Mail Sam abe com Web Site www abe com Step 4 Select Interface Modules Mortgage Quest User Guide Version 4 1 7 1 Select the interface modules to use 2 Click Continue F Interface Modules aX Please select the interface modules you would like to try during the trial period Ifyou purchased Mortgage Quest select only those that you purchased l C Genesis 2000 CI Byte Qualifier Series Cl Loan Officer Plus C Calyx Point Cl Loansof 4 0 CI Contour Loan Handler 5 0 Cl Loansoft 5 0 C Encompass CI MarketerPro
83. sound financial advice and ask for referrals Once they re in a better financial situation they ll come back for the loan Mortgage Quest reminds loan officers monthly to send each letter Available resources Tips for saving money Coping with credit problems Figuring out your debts Planning a budget Paying with cash Obtaining secured credit Obtaining unsecured credit Credit card guidelines 10 Credit card finance charges 11 Determining credit card debt 12 Obtaining your credit report SOOO VON Gos For Sale By Owner 1 Campaign A hot marketing target Establish a relationship with these prospects by sending tips for selling their home Offer services for prequalifying potential buyers Help sell their home and they ll call when they re ready for a loan 1 Pros amp cons of selling your own home 2 Qualifying the buyers 3 What to say to buyers 4 Writing a fact sheet 5 Legal advice for the purchase contract 6 Attracting drive by prospects 7 Getting your home in shape 8 Tips for selling your house 9 Open house tips 10 Having a safe open house For sale By Owner 2 Campaign How to appraise the value of your home Hiring your own house inspector Tips for running ads Tips for writing ads How to spread your fact sheet around Preparing your home for move in condition ALP Swe Mortgage Quest User Guide Version 4 1 7 Marketing Letters and Strategies e 237 Se ee A handy guide for inspecting your home
84. start Mortgage Quest it searches for e card events and reminds you 3 days before the actual due date The holiday or season name appears in the event monitor screen Click on the e card name in the list and then click Select The Broadcast E mail Wizard displays and is used to control sending the e cards Today s Events Events for March 3 2009 St Patrick s Day E Cards x You can send e cards without waiting for the event reminder at any time Select File Send Broadcast E Mail E Cards to display the Broadcast E mail Wizard Follow the steps for using the Broadcast E mail Wizard If needed please review the section called Broadcast E mail for detailed instructions When you reach the step for selecting the HTML file click Sending E Cards Select the appropriate e card from the list Click the Next button and complete the remaining steps When you reach the E Mail Summary Page click Send and the E Card Control screen displays See the section on Using the E Card Control Screen Broadcast E Mail Wizard Select HTML File Sending Birthday E Cards Mortgage Quest tracks borrower and contact birthdays and reminds you when they are due in the Event Monitor screen Click on the birthday event and the Card File View displays Click the Send E Card button and the E Card Control screen appears Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services 231 Tip
85. the campaign is Dependent or Independent When you add someone to the activity series the person is added immediately to all Independent campaigns If a campaign in the series is Dependent the person is added to campaign only when the preceding activity i e Task or Campaign is completed The following example demonstrates how dependent and independent activities work for handling prospects Keep in mind that these activities can be assigned to various people on your team Add Independent Task Conduct Initial Interview Add Dependent Task Run Credit Report Add Dependent Campaign Guaranty Letter Campaign Add Dependent Task Schedule High Trust Interview Add Dependent Task Conduct High Trust Interview Add Dependent Campaign Prequal Letter Campaign hoap When you add a prospect to this activity series Mortgage Quest creates an Outlook task for the Conduct Initial Interview activity Since all other activities are dependent they must wait until the preceding activities are completed When you conduct the interview and mark the Outlook task complete Mortgage Quest creates an Outlook task for running the credit report When you mark this task complete Mortgage Quest adds the person to the Guaranty Letter campaign When you print the guaranty letter Mortgage Quest creates the Schedule Conduct High Trust Interview task When this task is completed the Conduct High Trust Interview task is created and so on Mortg
86. the report at the top of the first page or it can be an introductory paragraph or even a cover letter It s anything you want to appear on the first page of your report The information contained in the Title band is printed once for the entire report The Summary Band is one or more pages that appear after the main report It can contain summary information totals or averages or text that summarizes the contents of the report Like the title it is printed once per report Report Designer bq000044 frx pales 0 a Title 0 First Last Address Address2 a Page Header Olfirst name______ last name______ address__t_t___ address2_ Detail 0 JPATE Page Footer a Summary To add Title and Summary Bands Select Report Title Summary Mark the Title Band checkbox If you want the Title to appear on a new page mark New Page Mark the Summary checkbox If you want the Summary to appear on a new page mark New page Click OK The Title and Summary bands are added to the form Title BO ON Oy Be Geko Click the up arrow and drag the band down to create space for the title page Add other objects to the page as described later as needed Page Header Band At the top of each page of the main report is the Page Header band A page header might include the report title date page number and so on It will appear on every printed page Group Header Band When the data is grouped each group can have a grou
87. this contact Priority can be set to High Medium or Low Mail Status The Mail Status field allows you to choose whether or not a person will receive letters If you want a person to receive letters select Send Letters If you do not want a person to receive any letters select Don t Send Letters The Mail Status field allows you to choose whether or not a person will receive letters If you want a person to receive letters select Send Letters If you do not want a person to receive any letters select Don t Send Letters Title Select the appropriate title from the list such as President Manager etc To add additional titles select a blank title enter the text and press Enter Group Select the appropriate group from the list to categorize this contact Groups are used for adding people to campaigns viewing and creating reports To add additional groups select a blank group enter the text and press Enter E mail Address Enter the E mail address for the contact Click Send to create a temporary e mail message Website Address Enter the website address for this contact Clicking Visit starts Microsoft Explorer and visits the web page Get Photo If you have the photo of the contact click Get Photo and select the photo file E mail Letters Checkbox The E mail Letters option enables Mortgage Quest to automatically e mail Loan Cycle letters to contacts Mortgage Quest determines if this person is eligible to receive
88. this is unmarked you must use the Record Send to Microsoft Outlook to create a new record Once a Mortgage Quest record is created in Outlook it will be updated when information changes Open at Start Up When this option is marked Mortgage Quest starts Outlook as part of its start up process If you are using Vista Outlook must be started along with Mortgage Quest Permanently Delete from Outlook You can delete an Outlook task or appointment displayed in Mortgage Quest If this option is unmarked the deleted item stays in the Deleted Items folder If this option is marked the item is also deleted from the Deleted Items folder Recommended Create Outlook Birthdays If marked create Outlook birthday events from Mortgage Quest s birthday fields Only the main Borrower and Contact birthdays can be created in Outlook Clear Outlook Rate Locks Deletes all Rate Lock Events created from Mortgage Quest data Map Outlook Folders With Outlook you can create other personal folders for contacts tasks and the calendar This feature allows you to select which folders Mortgage Quest will use to synchronize data Note If you plan to use reminders with Outlook tasks leave the Task folder set to Default Outlook does not support reminders in other personal folders Synchronization Report Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest 167 This report is useful for checking the links between Mortgage Que
89. this printer temporarily and then switch back to your default printer To change your default printer used with Mortgage Quest select Tools Options Printing and select the printer Print Send All 1 Click Print All to print all campaigns shown in the list The processing is the same as with printing individual campaigns described above Note Mortgage Quest only prints either all labels or all letters selected 2 Click the Labels Letters icon to select Letters or Labels 3 Click Print All 4 Mortgage Quest will print all the letters or labels for the items shown 5 After printing Mortgage Quest asks if the printing was successful If you answer No Mortgage Quest asks if any of the campaigns printed correctly If you click Yes Mortgage Quest displays the campaigns printed You may then move the campaigns that completed successfully to the right side of the window Click Close and Mortgage Quest updates the campaigns completed The campaigns that did not print correctly may then be reprinted Reset to Letters If the campaign is set to print Labels Reset to Letters will allow you to print letters again Skip Labels This option allows you to skip printing labels for a campaign Labels Only The Labels Only button is used to process newsletter type campaigns This type of campaign is used to remind you to send a newsletter Click Labels Only to print labels for the campaign and then record that the newsletters were sent to the
90. title Mr Mrs etc Last name First name Middle initial Company Mailing street address City State Zip Code Next Action field E mail address Telephone number Telephone extension Salutation Dear Mr Smith Current date Full name of borrower or contact Full name of co borrower or co contact Person referring borrower Your personal title Your last name Your first name Your middle initial Your title Your home phone number Your work phone number Mortgage Quest User Guide Version 4 1 7 R_WORK_EXT R_CARPHONE R_FAX_NUMB R_STREET R_CITY R_STATE R_ZIP R_COMPANY R_LP_FIRST R_LP_LAST R_LP_FIRS2 R_LP_LAST2 R_PAGER R_EMAIL R_WEBSITE MERGE1 MERGE2 MERGE3 MERGE4 MERGES Your work extension Your car phone Your fax number Your street address Your city name Your state Your Zip Code Your company Your assistant 1 first name Your assistant 1 last name Your assistant 2 first name Your assistant 2 last name Your pager number Your email address Your website address User defined merge field 1 User defined merge field 2 User defined merge field 3 User defined merge field 4 User defined merge field 5 Loan Cycle Letter Merge Fields for Contacts The following fields can be inserted into Loan Cycle letters that are sent to contacts For example these fields can be used in open status close 3 6 and 12 month letters to various assigned contact groups such as listing agents selling agents
91. to edit For example if you want to edit a borrower type campaign you must be in the borrower s database for the campaign to show in the list Double click on the campaign to edit To edit a campaign from the Campaign Manager WN 4 To edit a campaign click to display the Campaign Manager Select the campaign to edit from the list and click Edit The campaign wizard displays click the tab of the component to edit Click Close to save changes Caution When you cancel and then restart an active campaign everyone in the campaign will receive Letter 1 To change 1 2 3 the Target List Click the Target List tab You can add people and remove people from the list by using the Add and Remove buttons If you selected a query to add people to the campaign you can rerun the query to add and remove people from the Target List If you didn t use a query when you created the campaign the Rerun option is not available Click Rerun Query and select one of the following options e Add People Only Add people if they are not in the campaign and they are selected by the query e Remove People Only Remove people from the campaign if they are no longer selected by the query e Add and Remove People Add new people selected by query and remove people who are not selected by the query As an example of how these rerun options work let s say you created a query that selected borrowers for this campaign whose s
92. ways to gain exposure A tool for planning your direct mail marketing campaigns Helping the FSBO with a description of the types of buyers Cold calling tips from top real estate trainers Checklist for creating a Relocation Packet Tips for the offer presentation Identifying ways you may be wasting your time Identifying your 3 largest time wasters Realtors Campaign 5 11 12 13 Six niches in the real estate market for doubling your income Contacting homeowners with the use of a helpful neighborhood survey Emergency prescription for sellers Letter for the non owner occupied expired listing How to acquire relocation prospects and accounts How to solicit investment real estate referrals from past clients and or 20 Advice for becoming a top producer Door knocking rules and other tips for meeting homeowners Ideas for finding the lowest cost highest producing prospects friends How to organize your high volume of transactions Series 4 Special Letters to Realtors Build long lasting relationships with Realtors in your area Send letters with tips to help them build their business These 50 letters quote industry experts and ask for referrals giving you the opportunity to build loyalty and benefit from their referrals General Tips for Success Campaign 1 1 2 3 4 5 6 7 8 9 1 0 Importance of setting goals Traits and skills for success Technology in the real estate industry Tips for the op
93. you change this date however it affects when the next letter in the campaign is due to print To cancel printing Hold the Q key down while printing Displaying Letters and E Mail Due In the Print and E mail Monitor screen click View Letters to display a list of people who will receive letters and e mail It also shows the print mode for each letter such as print skip fax or e mail If desired you can skip letters or e mail Mortgage Quest User Guide Version 4 1 7 Printing Sending Letters and E Mail e 141 S E shop Purchase Status X Name Type Previous Next LetteriEmail Send Mode Select All Allsop Jeffrey Bor E ok E shop Purchase 01 Arnold Ashley Bor r i E shop Purchase 01 skip Letter E Mail Skip Report Check Close v Help Skipped indicates an invalid e mail address To Skip Letters 1 Select a person or select a group of people by selecting the first person hold the Shift key down and selecting the last person in the group 2 Click Skip 3 You can skip an entire campaign by clicking Select All and then Skip Note After changing the print mode click Close and print the campaign letters immediately If you select a different campaign the changes will be lost Other View features e Loan Status For borrowers only Displays a Loan Status screen where you can set the items needed to complete a loan e Report Generates a list of people for this campaign who will receive
94. you define to capture information about the borrower or co borrower You can capture any type of information such as dates and numbers Any custom field you define can be searched for reports adding people to campaigns and creating groups Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 31 Borrower Loan Details 9 Notes Loan Status Marketing Personal Info Interests Custom General Fields Merge Fields Field 1 My Data v v v Field 2 v v v Field 3 v v v v w hee v v v v v v v v tae 25 v v F v v wal pi ee E X a 25 v v Sal v Monitor Fields i Ea ZZ u cp Mortgage Quest allows you to define three types of fields Hide e General Fields Contain general information e Merge Fields Contain general information that can be merged into letters e Monitor Fields Special date fields that are tracked by the Event Monitor When a monitor field contains a date that is equal to or earlier than the current date the Event Monitor notifies you To define a field click to the left of the list and enter the name of the field You can rename fields by clicking on the name and changing the text The General and Merge fields are lists so it is easy to select repeated information For example you could define a field called Prequalified and add items named Yes and No To add an item enter the information into a bl
95. your data between multiple Mortgage Quest programs 1 On Computer 1 Select File Synchronize Data Back Up for Merging to Market Focus This will create a back up of your Borrowers and Contacts data only and upload the file to the Market Focus Internet servers 2 On Computer 2 Select File Synchronize Data Merge Data from Market Focus The special file created on Computer 1 is downloaded from the Internet server and modified records are updated Note Only modified Borrower and Contact records are synchronized Mortgage Quest does not synchronize marketing campaigns letters assignments and many other features Caution There is a possibility of data loss or some records may not be merged if 2 people modify the same person s record in 2 different Mortgage Quest programs The merge feature used the last modified date for each record and determines which is the newest The newest record overwrites the older record Mortgage Quest User Guide Version 4 1 7 Marketing Letters and Strategies Introduction Mortgage Quest s campaign manager provides the tool to manage effective marketing campaigns for any purpose Once a campaign is set up it runs automatically until completion You can write your own marketing letters although writing high quality and effective marketing letters is a time consuming process Market Focus is continually developing marketing materials that can be used only with Mortgage Quest These l
96. 06 E 230th Street Lakeville MN 04 15 2003 sf FW Update Andrews Thomas 546 Locust Run Road CINCINNATI OH 07 08 2003 09 29 2003 Philip Update AnewOne Ken 7 10 09 2002 10 10 2002 Update Blaney Jr Floyd 31331 Summerhill Court Coto De Caza CA 09 10 2003 ff Update Blaney Jr Floyd 31331 Summerhill Court Coto De Caza CA 09 11 2003 sf Update Blaney Jr Floyd 31331 Summerhill Court Coto De Caza CA 09 11 2003 Jf Update Bond Clayton 4824 Beverly Hill Dr CINCINNATI OH 06 13 2003 07 28 2003 Philip Update Bond Harvey 5462 Bailey Dr MILFORD OH 05 27 2003 06 25 2003 Philip Update Boniot David a 10 25 2003 ff Update Bowman Wade 6515 Grand Cypress Way MASON OH 07 28 2003 09 11 2003 Philip Update Brogger Mark 6534 Delbarton San Diego CA 09 12 2003 sf Update Brogger Mark 6534 Delbarton San Diego CA 09 12 2003 if Update Carter Christopher i 10 25 2003 if Update Cates William 10909 Elderwood Lane San Diego CA 09 11 2003 sf Update Cates William 10909 Elderwood Lane San Diego CA 09 11 2003 sf Update Cochran Anne 6340 Americana Dr 504 Willowbrook IL 09 11 2003 sf Update Customer3 Ken 212 Graceland Blvd Celebrity CA 10 30 2002 ff cs Update Daniels JR David 410W Mckenzie Road Greenfield IN 10 30 2002 ff v i gt Select All Select None Select All Import Cancel Help The Import Results screen has the following features a K KEKEKE KEK AKAA AAA e Import
97. 1 Update all files This option is used for updating borrower and contact records It pertains mainly when importing borrowers If Yes update all records that were previously imported If No update only certain records depending on the record status For example it only updates prospect and records that have open loans Closed loans are not updated Step 2 Import Cancelled Loans If Yes import all loan files regardless of the status If No import only open and closed loans cancelled denied and withdrawn loans are ignored Step 3 Add Data to Time amp Chaos If Yes transfer imported data to Time amp Chaos If No don t transfer data Step 4 Add Borrowers to Loan Cycle If you are importing borrower data you can add records to the Loan Cycle automatically based on the open and close date fields Select Yes if the program you are importing has accurate open and close dates Otherwise select No Step 5 Switch Mailing Address When the loan status for a borrower is closed switch the property address to the mailing address so that future letters will be received at the new address This only applies to primary loans It is ignored for investment secondary and other types of loans Select Yes to switch the address Click No if you want to switch the address manually in the borrower record Step 6 Track Birthdays If the data you are importing contains birthdays Mortgage Quest can remind you of these d
98. 2 Select Tools Options and the Outlook tab 3 Mark or unmark Automatic Create To enable disable the Loan Details in Outlook Notes 1 Start Mortgage Quest 2 Select Tools Options and the Outlook tab 3 Mark or unmark Add Loan Details to Notes Transferring Outlook records to Mortgage Quest If you add a new Contact record in Outlook a new record will be created in Mortgage Quest only when the Outlook category is set to either MQBorrower or MQContact When you change Outlook Contact records that information is transferred to linked Mortgage Quest records automatically For example if you add a note to an Outlook Contact record the note is changed in the corresponding Mortgage Quest record dynamically A Mortgage Quest option is available to enable or disable this Outlook Events feature It is recommended that you first synchronize your Mortgage Quest data with Outlook before changing records directly in Outlook Synchronizing your data ensures that Mortgage Quest User Guide Version 4 1 7 Outlook records are linked correctly with Mortgage Quest Borrower and Contact records To enable disable the Outlook Events feature 1 Start Mortgage Quest 2 Select Tools Options and the Outlook tab 3 Mark or unmark Enable Events Synchronizing Data with Outlook Select File Synchronize Data Microsoft Outlook If you have records in Outlook that you want created in Mortgage Quest set the category of each Outlook r
99. 28105 EF Priority Normal v Complete lo i Vl Reminder 06 28 05 200PM v Assigned To Assistant i v Assign Status Notes v To edit a linked task 1 2 3 4 Go to the Mortgage Quest record and click the Notes tab Select the task to edit from the list and click Edit Mortgage Quest reads the task information from Outlook and displays the screen below Make any changes needed and click Save Mortgage Quest updates the task information back to Outlook To assign Outlook tasks to others 1 2 3 4 Go to the Mortgage Quest record Select Activities Create Outlook Task Link to Person Fill in the Outlook task information Select the person to whom you are assigning the Outlook task If the person is not in the Assigned To list click List and the screen below displays Add the person and their e mail address Note Where possible use the role of the assigned person instead of the actual name That way if you need to make a change you can simply change e mail addresses of the person If you plan to use the Activity Manager to define a series of automated activities use the role of the person For example use Processor as the name of the assigned person instead of Jill S 6 Click Save to create the Outlook task Switch to Outlook and click Send Receive to e mail the task The following describes the flow information when you assign tasks to other people The task is p
100. 500 will be distorted Photo Resolution The industry standard for printing photos is 300 dot per inch DPI Photos for e mail can have a lower resolution such as 96 DPI Photo Examples The photos below show examples of images that will be distorted when printed or emailed The last example shows the recommended ratio between width and height Y distorted The photo s width and height are the same and will be The photo s width is greater than its height and will be distorted This photo has the ideal ratio of width to height E Card Service Market Focus e card service gives you another effective way to communicate with everyone in your database easily and consistently There are e cards for each major holiday and for the seasons of the year In addition there are several types of birthday e cards you can send Market Focus e cards have unique features which make them even more powerful and effective Each e card has a salutation line such as Dear William which personalizes the e mail You can add personal messages to each e card individually or to all e cards The birthday e card is integrated with Mortgage Quest s birthday reminder so you can e mail the e cards on the person s birthday A new Mortgage Quest Holiday event reminds you to send the appropriate e card at the appropriate time Mortgage Quest User Guide Version 4 1 7 Sending Holiday and Seasonal E Cards When you
101. 59 555 Heloc 20 3 50 000 00 GS 1 939 000 None GE 6 966 500 Choice Jumbo 30 ye 100 000 000 J MMM 925 000 Docs Ordered ME 6 303 300 541 Arm lo 50 000 000 Co 6 062 700 54 Arm 0 o ME 4 436 560 1momtearm 40 Click to Zoom Click to Zoom Click to Zoom E 4 344 200 30 Yr Fixed J Te Select All Select None Set Sales Stage Set Pipeline Set Loan Status Add to Campaign Notes Delete Assign Close Upper Section Features The Upper Section of the dashboard has controls to select records based on specific criteria called filters Records can be selected by sales stage pipeline and the date borrowers were created in Mortgage Quest When filters are applied Mortgage Quest selects records based on the filter values and updates the summary grid the main grid and charts accordingly Filter Controls e Sales Stage Shows only borrowers who have this sales stage value e Pipeline Shows only borrowers who have this pipeline value e Dates Shows only borrowers whose create dates are between the dates selected You can select from the dates list or enter dates into the fields e Show Charts Selects the type of charts to display e User Multi Use Only If you have the privilege to view all users data you can set the filter to view only one user s data e of Files Amount Controls the type of data shown in the charts the number of files or dollar amounts e Hide Charts When marked the chart
102. A 93231 Ontario CA 93999 v a Position owner v Position Analyst Ethnicity Caucasian x Ethnicity Caucasian v Mar Status Married v Salary Mar Status Married Salary FICO Yrs on Job 6 FICO Yrs on Job 3 Self Employed Self Employed Anniv 06 26 03 Total Inc Total Debt Debt Ratio Birthday 12 18 02 Age 28 Birthday 09 20102 EF Age 25 Name Birthday Age Name Birthday Age Child Mary i Child i Ez Child if Child it Fields e SSN Social Security Number e Gender select the button indicating male or female e Employer Place and address of work e Position Position held at place of employment e Ethnicity Ethnicity of primary borrower e Marital Status Marital status of primary borrower e Salary Gross monthly salary e FICO Credit scores e Years on Job Number of years on the job e Self Employed Mark if self employed e Anniversary Enter the day month and current year to be reminded when the anniversary expires e Birthday Date of birth e Total Income Combined income of borrower and co borrower e Ages current ages of borrower and co borrower e Total Debts Total debt e Debt Ratio Total Debt divided by Total Income Mortgage Quest User Guide Version 4 1 7 e Children s Birthdays Enter the first names only and each child s date of birth Interests Screen The Interests screen contains various boxes to record the interests of the borrower and co borrower
103. Add to Campaign or right mouse click and select Add to Campaign Select a campaign from the list An options screen appears with the following information wi Add Borrowers to Fsbo Campaign Select Option C Add All Borrowers People to Add Rey R Schedule Date oso5 03 Te Starting Letter PastBuyerLe 01 Query Used None s s Campaign Type Borrowers Only OK Letter Cancel Help e Add Person Displayed Adds one person e Add All Adds all borrowers or contacts to the campaign e People to Add Shows the number people to add to the campaign e Schedule Date Date when the letter will become due to print Click calendar or enter a new date e Starting Letter Shows the name of the first letter in the campaign Mortgage Quest User Guide Version 4 1 7 e Query Used Show the name of the query used if any to create the Target List e Campaign Type Shows the type of campaign e Letter Button Changes the starting campaign letter for the person or people added to the campaign By default people added will start with letter 1 of the campaign This option allows you to start people on a different letter in the campaign To add a group of people to a campaign 1 Go to the Contacts or Borrowers database 2 Select Group Set Group 3 Select a query that will set the group view Only people selected by the query will be displayed The name of the query appears at the bottom of
104. Asst 2 Clear Signature Clear Photo ITT Setup Set Password Vonage Setup To display the User Registration screen Select File Administration View User Registration or ai The following are key fields and functions e License License number that will appear on letters and e mail e Print license When checked put license number on letters and e mail e Company Used in the campaign letters e E Mail Required when sending e mail e Set Password Set the password used to log in to Mortgage Quest e Get Signature File Select a scanned image file of your signature Optional e Get Photo File Select a digitized image file of your photo Optional Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Tools e 173 View User Registration Multi User Version The User Registration screen contains information about multiple Mortgage Quest users on the Multi User Enterprise System Each registered user has a registration screen where their information is stored There are also features for adding and removing users A user must have the Mortgage Quest System Administrator Option marked to access these multi user options Register Multiple Users Name Kelly Murphy Work 665 655 5555 Ext Title Senior Loan Consultant Home cen License NMLS 13455 Fax Jait phone Company L amp G Mortgagebanc Lic Address 4545 Main Street CityState Zip
105. C Borrower Joe 11 19 07 2121 Main Ave Burbank CA Z Borowardoo 42 07 02 2424 Main Ave Burbank ei C Bowman Wade 07 28 03 5421 Kenwood Road 305 Cincinnati OH C Fenwick Suzanne 0771 403 4282 Terrace Dr Cincinnati OH CO Gurvich Katherine 05 29 03 8087 School Rd Cincinnati OH C Johnson Cindy 06 25 03 9702 Amberwood Ct Loveland OH C Katz Louis 05 21 03 6785 E Beechlands Dr Cincinnati OH C Kerth Michael 05 22 03 7720 Twelve Oaks Ct Cincinnati OH C Kramer Martin 08 27 03 3804 Sherbrooke Drive Cincinnati OH C Leezer Theresa 07 08 03 3898 Elter Lane Mason OH C Liggett Dave 07 06 03 3854 Callaway Ct Bellbrook OH C Lopez Jr Edward os 04 07 138 Rassani Dr Danville CA C McIntosh Janet 01 26 01 10073 Indian Hill Drive Union KY s Greyed items mean the mail status is setto Dont Send Letters Select All Select None Select Empty Addresses Delete Selected Close The Show Duplicates screen has the following options e Select All Select all records in the list e Select None Unmark all records in the list e Select Empty Addresses Mark all records that have an incomplete mailing addresses e Delete Selected Delete all marked records in the list Using Groups to Select People to View A group limits the types of records you want to look at in the borrowers or contacts database The Set Group feature allows you to limit the records you want to view It uses queries to determine the type of records selected
106. Go to the Mortgage Quest record 2 Select Activities Create Outlook Appointment Link to Person 3 Enter the appropriate information in the screen below 4 Click Save to create the appointment in the Outlook calendar The appointment title and start date displays in the Mortgage Quest record Outlook Appointment Linked to Joe Borrower Subject Meeting Location My Office Categories Initial Meeting StartTime 06 28 05 11 00AM ov Call Day Event EndTime 06 28 05 11 30AM ov Reminder 30 minutes v Busy Status Free v Notes Meet to discuss loan options Note You can create an appointment by right clicking the mouse button and selecting Activities Create Outlook Appointment Link to person You can also click New on the person s Notes screen To edit a linked appointment 1 Go to the Mortgage Quest record and click the Notes tab 2 Select the appointment to edit from the list and click Edit 3 Mortgage Quest reads the appointment information from Outlook and displays the screen below 4 Make any changes needed and click Save Mortgage Quest updates the appointment information in Outlook Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface 71 Creating and Managing Outlook Tasks There are multiple ways to create Outlook tasks from Mortgage Quest You can create linked and unlinked tasks A linked task associates the task with a particular Mortgage Quest Borrower or
107. Ideally you will want to send e cards on the person s birthday To set Mortgage Quest to remind you on the exact date select Tools Options Events tab Set the Days Before Birthdays and Anniversaries to 0 Using the E Card Control Screen The E Card Control screen provides features to view and customize each e card before you e mail them This screen is used for holiday and seasonal e cards as well as birthday e cards The people selected to receive e cards are shown in the list Each person has a line through their name to indicate they have not been selected yet You must select people in the list to receive the e card by clicking each checkbox or the Select All button Holiday E Cards Check individual E Cards below or click Select All button Then click Send E Cards Name E Mail Address Card kad Adan Bagale chis enmarketiocus New Years Da Carinae Carta ceata S natmailca New Years Da Select None NancyCarer _______ naney emarkeifocus com New Years Day Janets Cater jno 7 hatmaitcom Ute on LI Suzanna Fatiik BERAPIIKDREHE LE Naw years Da SG 3 D eces debien o ebi pi piedi j How years a Louis katz tak kgalas New Years Da Customize Marin tiara eaiginadbk east coi Naw years Da a a a a a New Years Day Etra tijat Sethe New Years Da Show Dups Janatitciatass inaa hyh hanpi Haw yaara Dia rm ag ee h
108. L Property address in subject for Status C Borrower name first for Status e mail C include Loan Status in Status e mail Show Subjects Get E Mail File E Mail Signature File Set E Mail Labels Clear E Mail File Ceantuciser tihn Set Same Options View E Mail Files elect User Abbas Bob E Mail PS Statement E Mail Header File paulheader html Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest 159 Company Name Include the company name at the end of all e mail Office Phone Number Include the office phone number at the end of all e mail Fax Number Include the fax number at the end of all e mail Pager Include the pager number at the end of all e mail Cell Phone Number Include the cell phone number at the end of all e mail Loan Officer E Mail Address Include the loan officer e mail address at the end of all e mail Loan Officer Website URL Include website URL at the end of all e mail Set Same Options Set the same e mail ending options for all users in a Multi User Enterprise system Status Letter Subject Options When e mailing Loan Cycle Status letters there are several options you can set regarding the subject line e Property Address in subject for Status e mail Put property address first in the subject for status e mail to listing attorneys and escrow agents e g 2299 Mesa Loan
109. Market Focus has written special interest letters that you can send to both borrowers and contacts For example you can send golf letters to people interested in golf If these letters are installed and you mark the Golf box you can add the borrower to a golf campaign You can add interests by clicking to the right of an empty box and entering a name You can also rename interests by clicking on the name and changing the text However if you plan to purchase interest letters from Market Focus don t rename any of the interests for which you purchase letters The automatic add feature uses the interest names as they are defined Borrower Loan Details O Notes Loan Status Marketing Personal Info Interests Custom Bicycling Gardening Running Birding Golfing Self Improvement Boating Health amp Fitness Selling Books Home Improvement Snow Skiing Business Hunting Swimming Camping Inspirational Tennis Cars Investing Travel Cats Management Walking v Computers Photography Water Skiing Dogs Real Estate Wine Financial v Recreational Vehicle Working Parents Fishing Retirement Hidi Custom Screen The Custom screen contains fields that
110. Mortgage Quest The Best Marketing amp CRM Software for the Mortgage Industry S La T U V 4 1 7 Mortgage Quest User Guide Version 4 1 7 Mortgage Quest e 1 What s New Mortgage Quest Version 4 1 7 New Features and Enhancements Mortgage Quest 4 1 7 adds many new features and services Website Integration Mortgage Quest integrates with a website provided by LinkURealty Leads from the website are imported into Mortgage Quest and added to marketing campaigns HTML Campaigns You can now create a marketing campaign which consists of 1 or more HTML documents This can be used to send documents such as digital newsletters or any HTML on a scheduled basis from Mortgage Quest Annual Review Field and Report A new field has been added that tracks when a client s annual review is due This field is set to 1 year after the closing date automatically Mortgage Quest reminds you when annual reviews are due A new report shows all annual reviews for a specific time period and contact records either manually or when importing from another program Export Labels to Excel When printing labels this feature allows you to export that data to excel This is very useful for sending data to a printer or mailing house for special mailings Display Single E mail Mortgage Quest now displays a single e mail for previewing before sending Send E Mail or Letters to Group This fe
111. Mortgage Quest You can enter 3 lines of comments into Calyx and these will be entered into the borrower status screen 1 Go to the Loan Status area of the General Tracking screen in Calyx Enter a date into the Date field just below the Est Close field Then enter comment number in the adjacent Comments area 3 Enter comment number 2 into the Comments area just below comment number 1 4 Enter comment number 3 into the Comments area just below comment number 2 Other Tracking Items VOE VOD VOM Employment Verification Verification of Deposit Mortgage Verification POINT Fields Imported into Mortgage Quest The following fields are imported from POINT and used to create records in Mortgage Quest Borrower name Co borrower name Home address Property address Priority of borrower Borrower birth date Borrower s age Co borrower s age Co borrower birthdate Borrower marital status Borrower s dependents Co borrower s dependents Co borrower marital status Call back date Home phone number Work phone number Borrower s fax number Co Borrower s fax number Borrower s email address Co borrower s email address Borrower s FICO score Co borrower s FICO score Loan amount Loan to value Loan id Interest rate Type of loan Sales price Mortgage Quest User Guide Version 4 1 7 Importin
112. Mortgage Quest User Guide Version 4 1 7 Options General Time amp Chaos Loan Cycle Events E Mail Options E Mail Setup Faxing Importing Tuning Network Outlook X Print Labels or Envelopes Contact Labels Company Name Second v Print Name Prefix Greeting Style Informal v C No Duplicate Labels E Print Title on Letters Label Style Formal lv C Print Mail Code on Labels Remove 4 Part of Zipcode Write Postscript on Letters C Format Labels C Pause for Stationery Change Use Microsoft Word Envelope Normally Used Printer chris xp HP LaserJet 1200 Series PCL Sd Template Setup Label Setup Reset New Templates r OK Cancel Help Postscript Setup Reschedule Letters Reinstall Letters Print Labels or Envelopes If marked Mortgage Quest prompts you to print labels after printing letters If you do not want to use labels unmark this checkbox Print Name Prefix If marked prefixes such as Mr Mrs and Ms will be printed with your name at the bottom of letters Mortgage Quest uses prefix information from the user registration screen No Duplicate Labels If marked Mortgage Quest eliminates duplicate labels to the same person Print Title on Letters If marked your title will be printed on letters Mortgage Quest uses the title entered in the User Registration screen Print Mail Code on Labels If marked a mail code that identifies a loan officer is prin
113. Move Existing Textboxes Only After you create textboxes you can move them up or down based on the Distance Below Signature value Set PS1 for All Letters This option creates textboxes and inserts the word PS1 into them Use this option to create a default P S statement for all letters If desired you can edit specific letters and enter a unique P S statement or the values PS2 PS3 PS4 Set PS2 for All Letters This option creates textboxes and inserts the word PS2 into them Use this option to create a default P S statement for all letters If desired you can edit specific letters and enter a unique P S statement or the values PS1 PS3 PS4 Set PS3 for All Letters This option creates textboxes and inserts the word PS3 into them Use this option to create a default P S statement for all letters If desired you can edit specific letters and enter a unique P S statement or the values PS1 PS2 PS4 Mortgage Quest User Guide Version 4 1 7 o Set PS4 for All Letters This option creates textboxes and inserts the word PS4 into them Use this option to create a default P S statement for all letters If desired you can edit specific letters and enter a unique P S statement or the values PS1 PS2 PS3 o Update Letters Updates all letters based on the Postscript Options and Distance settings e Save Save the PS field values The example below shows the textbox created below your name and title are placed
114. Outlook Create a standard series of tasks with the Activity Manager for workflow management Create Rate Lock Expire events in Outlook Mortgage Quest User Guide Version 4 1 7 e Create birthday events in Outlook e View all Outlook appointments and tasks from Mortgage Quest e Use the Outlook e mail editor to send temporary e mail through Mortgage Quest e Read Outlook Inbox and Sent folders to create an e mail history for borrowers and contacts E mail Market Module The E mail Marketing Module is an add on that allows you to e mail Mortgage Quest letters Mortgage Quest sends e mail directly through your Outgoing SMTP mail server All e mail is sent in graphical HTML format E mail letters are created with Microsoft Word and Mortgage Quest controls when they are sent A broadcast e mail feature allows you to send graphical HTML newsletters to a group of people easily without using Word Microsoft Word Mortgage Quest is designed to work easily with Microsoft Word 2003 and higher Whenever you create edit or print Mortgage Quest letters you must do so through Mortgage Quest Mortgage Quest controls Word to perform these functions easily You don t have to know how to perform mail merges with Mortgage Quest because it is automatic when you print letters Everything is preset to work automatically Mortgage Quest Systems Mortgage Quest has three systems to meet different marketing and operational needs e Pr
115. Read Data From list 3 Click Read Borrowers or Read Contacts as appropriate for the type of e mail lead 4 Mortgage Quest reads all e mail in the Outlook Inbox and looks for the specific e mail subject that identifies e mail leads It then displays the following screen Mortgage Quest User Guide Version 4 1 7 Importing 209 i E Mail Leads to Import x A Dup AssignTo Name Address OF Allen Rafael 851 N Canyon HWY Phoenix AZ v Foss Ben 9900 Corporate Blvd Miami FL oO Armstrong Christian Harden Mary 30073 Valley Vista St Suite 111 Upland CA Oo Armstrong Christian Matin Lonnie 339 Lamer St Burbank CA Schweiberger Nancy 13005 W Boston Blvd 207 Boston MA oO Tatum Eric 2352 Yeager St Mobile Al O Triplett Lucy 37350 Kearny Vista Dr 105 Woodbridge VA O Warner Jim 29324 Mira Mesa St 350 San Diego CA West Bob 323 Glenwood Rd New York NY v lt a Assign Show Form Select All Select None Clear Continue Cancel Help The E Mail Leads to Import screen has the following features e A Column mark the checkboxes in the A column that you want to assign to user e Dup Column Indicates that this is a duplicate lead A duplicate lead may already be in Mortgage Quest or there may be two e mail leads with the same name and address e Assign To Column The name of the person to whom the lead is assig
116. Save Saves the filter criteria selected and automatically applies the filter when the dashboard is redisplayed Summary Grid The summary grid shows a summary of the data selected by the filter If you are using the Multi User Enterprise system and have the privilege to view all users data the summary grid will show each loan officer s data selected by the filter The summary grid uses the create date field to determine the number of contacts shown Grid Section Features The Grid Section of the dashboard shows all contacts records selected by the filter set in the Upper Section It has the following features Click to expand the grid to show more records Checkbox Mark the checkbox to enable various controls at the bottom of the screen such as the Delete button Scroll Bars Click the horizontal and vertical scroll bars to view more records Sort Data Click a heading title such as Name to sort the data in the grid Double Click Double click the left mouse button on a record in the grid and the full record is displayed The dashboard is minimized at the bottom of the screen Click the dashboard icon to maximize the dashboard Right Mouse Click Right mouse click on a record in the grid to display a short cut menu of common commands The buttons at the bottom of the screen perform various actions on records selected in the grid Select All Marks all checkboxes in the grid Select None
117. Send E Mail View E Mail Cancel Select All Select None Show Oups The E mail screen has the following features e Sort Click the Name or E Mail Address column to sort the items in the list Sorting by E mail is useful to find duplicate addresses e Select All Mark all checkboxes E mail is sent if the checkbox is marked e Select None Unmark all checkboxes E mail is not sent if a checkbox is unmarked e Show Dups Show duplicate e mail addresses and unmark the checkboxes to skip the e mail Click the E Mail column to sort the list by e mail address and view the duplicates e View E Mail Select a person in the list and click View E Mail to view the e mail to be sent e Send E Mail Send all e mail that have the send checkbox marked e Cancel Do not send any e mail If you cancel you will have to reprocess the campaign again through the Print and E Mail Monitor Printing and E Mailing Single Letters This feature allows you to print or e mail single letters to borrowers and contacts It does not affect active campaigns or the Loan Cycle When you send a single letter the person s notes are updated with the name of the letter sent You can print fax or e mail single letters from various places in Mortgage Quest e Card File View e Borrower and Contact Databases To send a letter using drag and drop and the Letters list 1 Ifthe Letters list is not showing select View Lists and Show L
118. Service Seasonal Holiday and birthday e cards are provided so you can e mail them to both borrowers and contacts Backup and Synchronization Service Allows you to backup Mortgage Quest data to a remote server and provides the ability to sync 2 or more Mortgage Quests via the Internet E Mail Integration Service Allows Mortgage Quest to send e mail to third party SMTP e mail providers such as Yahoo Gmail and Hotmail Image Hosting Service Hosts images used in e mail header and signature files These are applied automatically by Mortgage Quest Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts Borrowers Database Overview The Borrowers database contains your prospect and past borrower information This information is divided into 9 tabbed screens and 4 side lists used to display names campaigns letters and activity series Borrowers general information names addresses telephone numbers and loan status Loan Details financial information about the loan Notes general notes about the borrower Checklist tracks tasks defined for the borrower Loan Status indicates the items needed to complete the loan This information can be imported from other loan processing programs such as Point Genesis Contour etc Outlook Activities When the Outlook interface module is enabled the Activities screen shows all Outlook appointments and tasks from within Mortgage
119. Status e Borrower name first in Status e mail Put borrower name first in the subject for e mail to selling agents e g John Smith Loan Status e Include Loan Status in Status e mail This option appends the borrower loan status to the e mail subject for all e mail status letters e g John Smith Loan Status Open Use E Mail PS Line Add a P S type of tag line after the loan officer information Enter the tag line information into Tag Line field Put First Name in E Mail Subject If marked Mortgage Quest puts the e mail recipient s first name in the subject line e g Joe Your Loan has been Approved Show Subjects List all e mail letters and subjects Set E mail Ending Labels This option allows you to set e mail labels which appear at the end of all e mail For example if Office is in the field the e mail ending will include the label Office and then the phone number e g Office 888 788 8877 Note Do not enter actual information in the field such as your company name Mortgage Quest User Guide Version 4 1 7 amp E mail Ending Labels Company Label Office Phone Label Office Fax Label Fax Pager Label Pager Home Number Label Home Cell Phone Label Cellular Office E mail Label Website URL Label Information in the fields are LABELS that appear at the end of all e mail sent Do Not enter actual data such as your actual company name Get E
120. When this feature is enabled Mortgage Quest shows a history of all linked tasks and appointments for the person displayed Synchronizing Outlook Data with Mortgage Quest Outlook Setup If you plan to add records in Outlook first you ll need to create Outlook categories to indicate Borrower and Contact records Start Outlook Click the Contacts folder and open any record At the bottom of the screen click Categories Enter MQBorrower and click Add to List Enter MQContact and click Add to List OY nn Transferring Mortgage Quest records to Outlook When you add a record in Mortgage Quest an Outlook record in the Outlook Contacts folder is created if the Automatic Create option is set If this option is not set you must use the Record Send To Microsoft Outlook command to create the Outlook record manually from the Mortgage Quest record This is useful if you do not want all Mortgage Quest records in Outlook As you make changes to the Mortgage Quest record these changes will be made to the linked Outlook record as well For Mortgage Quest Borrower records an option is available to transfer loan details into Outlook notes When you add a Borrower record in Mortgage Quest an Outlook record is created with the category set to MQBorrower When adding a Contact record in Mortgage Quest an Outlook record is created with the category set to MQContact To enable disable the Automatic Create Option 1 Start Mortgage Quest
121. _LAST2 R_PAGER R_EMAIL R_WEBSITE B_LOANPROC B_ACT_CLOS B_EST_CLOS B_OPENDATE B_LOANAMT B_LOANRATE B_LOANTYPE B_SALEPRIC B_LOANSTAT B_DOWNPAY B_PURPOSE B_CONTING B_LOANID B_LOANLTV B_LOCKDATE B_APPRDATE B_APPRAIS B_LENDER B_ANCAP B_APRVAL B_POINTS B_CLOSE2 B_TOTINCOM B_TOTDEBT B_MOPAY B_TARGRATE B_INDEX B_SELILAST B_SEL1FIRS B_SELICPNY B_SEL2LAST B_SEL2FIRS B_LSTILAST B_LSTIFIRS Your car phone Your fax number Your street address Your city Your state Your Zip Code Your company Your assistant first name Your assistant 1 last name Your assistant 2 first name Your assistant 2 last name Your pager number Your email address Your website address Loan Processor Actual closing date Estimated closing date Loan open date Loan amount Loan interest Type of loan Home sales price Loan status Down payment Loan purpose refinance or purchase Date a contingency is removed Loan ID Loan to value Interest lock date Loan approval date Appraiser Lender Annual cap Appraised value Points Close date for second loan Total income Total debt Monthly payment Borrower desired interest rate Loan index Assigned selling agent last name Assigned selling agent first name Assigned selling agent company Assigned seller last name Assigned seller first name Assigned listing agent last name Assigned listing agent first name Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Mer
122. a Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Tools 179 Multi User Enterprise System Introduction The Multi User Enterprise system makes it possible for a branch office to coordinate all marketing and customer service activities through one integrated program This gives your entire office the competitive advantage to increase business and provide exceptional customer service With all the powerful features of the single user version the multi user program is designed for a local area network However if you don t have a network the program can be used on a standalone computer where an assistant can coordinate marketing activities for all loan officers The Multi User Enterprise system has the following benefits Coordinates Marketing Since all data is contained in one database it s easy to create marketing campaigns for all loan officers When Mortgage Quest prints letters it sorts by loan officer and writes the name of the loan officer on the letter It can also select the loan officer s scanned signature and photo if available This dramatically improves productivity and increases profits because loan officers will have more time to generate business and service customers more efficiently Simplifies Sales Management The Multi User Enterprise system contains a centralized database for all loan officers allowing you to track your business more effectively You can run reports on all data to get the b
123. a From list 2 Click Setup Wizard and select the common import options needed Mortgage Quest User Guide Version 4 1 7 3 Enter the Encompass Login and password information to log into the standalone version of Encompass 4 Click Test Login to verify the log in information Creating Encompass Loans from Mortgage Quest When displaying a Borrower record in Mortgage Quest you can create an Encompass loan for that borrower However before you can create loans from Mortgage Quest you need to perform the setup procedures described above for Offline or Networked Encompass systems 1 Go to the Mortgage Quest Borrower record Right mouse click and select Send To Encompass You can also select Record Send To Encompass from the upper menu 3 Ifyou set up both Offline and Networked systems select the system to create the loan 4 Mortgage Quest logs into the selected system and displays the screen below wt Create Encompass Loan Loan Name SmithB Folder My Pipeline Loan Officer Bonnie Brown Logged In Encompass Offline Log In Cancel Help e Loan Name Mortgage Quest uses the last name and first initial of the borrower for the Encompass loan name Enter a new loan name if there is an existing Encompass loan with the same name e Folder Select the Encompass folder where the loan will be created e Loan Officer Select the Encompass loan officer for the loan e Logged In Shows the Encompass syste
124. a specific value for one of the fields Use the Modify List feature under Tools to add values to any list Then you can specify these values in events to trigger certain actions e In some situations it may be better to use the Add to Campaign or Remove from Campaign commands under the File menu to add or remove people manually Mortgage Quest User Guide Version 4 1 7 Step 6 Sel l 2 3 4 Step 7 Vie You can create a series of events that transfers a person from one campaign to another when database information changes Consider this scenario You have two campaigns called Prequalify and First Time Buyer Define events for the Prequalify campaign to add when the Borrower Status field equals Prequalify and remove when the Borrower Status equals Client Define events for the First Time Buyer campaign to add when the Borrower Status equals Client When you enter a borrower and set the Borrower status to Prequalify and save the borrower will be added to the Prequalify Campaign When you change the Borrower Status to Client two events occur The borrower will be removed from the Prequalify campaign and added to the First Time Buyer campaign automatically lect Campaign Start Date Enter the date to start the marketing campaign or click the Calendar button to select a date Enter the number of days before the first letter When you add a new person to a campaign this value is used to schedule the first lett
125. ab and remove the person from the list If you created the Target List using a query you can rerun the query and select Remove People Only from the options People not selected by the query will be removed Mortgage Quest User Guide Version 4 1 7 Managing Marketing Campaigns 117 Viewing Campaign Status Go to the person s record and select View Campaign Status Then click Remove Viewing Campaign Status When you want to know whether or not a person is in a campaign you can display the campaign status for a specific person To view campaign status from the Records List 1 2 3 4 If the Record List is not showing select View Lists and Show Record List Locate the person in the Records List If the person s name is blue this means this person is in an activity ora campaign Click the right mouse button to display the list To view campaign status for the person displayed 1 2 3 4 Go to the person s record Select View Campaign Status or right mouse click and select View Campaigns A list of campaigns displays with information on the last letter sent and the next letter due to print If more than one campaign is listed click on the campaign to view the status i Joe Borrower is in These Campaigns x Status Start Date READY 08 05 2003 Total Letters 10 Last Letter Sent None sent yet Last Date Sent Next Letter Next Letter Past Buyer Le 01 Due
126. age Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface 79 Note The previous example requires that you create 2 campaigns that have one letter in each before you can create the activity series one for the Guaranty letter and one for the Prequal letter Notice also that there are two tasks for the High Trust Interview Scheduling and Conducting This allows for assigning the tasks to different people For example an assistant could be responsible for scheduling and the loan originator would be responsible for conducting the interview Both Add Campaign and Add Task activities have a Days value that is important For Outlook tasks the Days values determines the start date of the task The example below shows that the Follow up activity has 7 for the Days value When you add a person to this activity series the start date of the Outlook task is the current date plus the number of Days Therefore if you add a person to this activity series on 07 10 2005 the Outlook task start date will be 07 17 2005 In addition the Outlook due date is set to the start date plus the task length value In this example if the task length is 1 the due date is set to 07 18 2005 The Days value for Add Campaign activities determines when the first letter of the campaign is scheduled to print When you add a person to the activity series the first letter of the campaign will become due on the current date plus the number of days If the Days value
127. age Quest replaces the old area code with the new one entered Creating Greeting Fields This feature creates new greeting fields for all borrowers or contacts Its main purpose is to switch greeting styles or to create the greeting fields after data has been imported To create greeting fields 1 Select Tools Create Greeting Fields 2 Mortgage Quest analyzes every record and creates the greetings field according to the preferences set for Greeting Style Capitalize Fields This feature allows you to apply correct capitalization to name company and address fields for the borrower and contact databases Its main purpose is to correct important fields that may contain all upper case letters To apply capitalization 1 Select Tools Capitalize Records 2 Mortgage Quest will apply the correct capitalization to name company and address fields System Information This window shows information about your system From Mortgage Quest s main menu select File Administration View System Registration Exporting Borrowers and Contacts Mortgage Quest allows you to export borrower and contact information to data files in various formats Typically you export data to a file that is then imported and used in a different program such as Excel or a loan processing system You can select any Mortgage Quest database field to export including custom fields However you cannot export borrower or contact notes To create an export
128. age Quest user that you will allow to order products and services You must have administrator privileges to enable this option a Select the Mortgage Quest user from the drop down list and click User Options b Mark the Order Products and Services option and click OK Click ITT Setup to display In Touch Today Set Up screen The screen below presents the selected loan officer s information such as name title fax office and email address The company address is also displayed It is very important that this information is complete and accurate Postcard Setup Greeting Card Setup My favorite clients refer their Presorted Access Mortgage friends who are similiarly wonderful Nothing makes me i happier than knowing that you and trust me enough to refer others Ive built my business FIRST CLASS U S Postage 3939 Main Street Upland CA 93999 PAID ITT Return Service Requested were satisfied with my service on your referrals hmlhnlhnhmhnhnlnnlnh oe SNGLP Mary Brewer Loan Officer Fax 858 666 5655 Office 858 545 4586 Email mary abemortgage com YOUR CLIENT S NAME HERE 5678 Homebuyer Lane Client City ST 12345 Company Logo 2 Personal Photo Company Logo 1 Postcard not to scale Graphics may appear distorted Equal Housing Logo l Photo File Company Logo The Postcard Setup tab has the following options
129. ail An e mail wizard guides you through the following steps Step 1 Who are you E mailing 1 Select the people you want to e mail borrowers only contacts only or borrowers and contacts 2 Click Next Step 2 Select Group to E mail 1 Select the group to e mail The group can be all borrowers or contacts or you can choose Select Group Note Only people who have e mail addresses and whose Mail Status is to Send Letters will be selected 2 Click Next If Select Group is chosen select the query that defines the group to e mail For example if you are e mailing to contacts a list of Contact queries is displayed Note To verify people in the group before sending a broadcast e mail use the Set Group feature for borrowers or contacts This will show who will be send the e mail Step 3 Select HTML file or Send E Card 1 Ifyou are sending an HTML document click Select File and find the HTML file that will be e mailed to everyone in your group The file should have the extension HTM or HTML 2 Ifyou are sending an e card click the E Card checkbox The checkbox will not show if E Card Service is not enabled 3 Click Next Step 4 Select File Attachments Optional 1 Click Add and select a file to attach to the e mail You can add multiple files of any type 2 Click Next Step 5 Select Alternate Text File Optional 1 Some e mail programs cannot display HTML formatted e mail You can create a text file th
130. all Mortgage Quest letters it is recommended that you first back up your letters 2 Select Tools Options and the Printing tab 3 Click Template Setup 4 Click Yes if you want to insert a letterhead graphic in all letters A window displays so you can select the graphic file 5 Mortgage Quest then opens a template in Word and inserts the letterhead graphic if one was selected This template is used to create new Mortgage Quest letters so it is important that you do not add any text into the template Mortgage Quest User Guide Version 4 1 7 Managing Mortgage Quest Letters 133 6 To change the photo and signature graphics click on the graphic and drag it to increase or decrease its size 7 To change the page margins select File Page Setup in Word and modify the margins as needed 8 To change the number of lines you can delete or add lines between the top of the page and the field named lt lt G_date gt gt 9 When you are finished customizing the template exit Word and save your changes 10 In Mortgage Quest click Update Letters to apply your changes to all letters Adding Images to E Mail In order to add images to Mortgage Quest e mail letters you must first upload the images to the Market Focus Image website and then insert links into the Word document that reference those images When a person receives the e mail the images will appear in the e mail To upload images 1 Select Tools Image Manager
131. and create Mortgage Quest borrower records Imported fields from MarketerPro Borrower name Co borrower name Home Address Property Address Work phone number and extension Home phone number Borrower social security number Co borrower social security number Borrower employer Co borrower employer Borrower occupation Co borrower occupation Co Borrower work number Type of loan Origination date Loan ID Mortgage Quest User Guide Version 4 1 7 Loan amount Interest rate Sales price of home Down payment Term of loan Loan purpose Borrower salary Co borrower salary Loan margin Appraised value Lifetime loan cap Annual cap Loan to value Total Income Loan index Loan processor Borrower s age Co borrower s age Ethnicity Marital status Importing E Mail Leads If you receive leads via e mail Mortgage Quest can be customized to import them from Outlook s Inbox This feature requires the Mortgage Quest Outlook Interface module Also since e mail leads come in many different formats a set up fee is required to customize Mortgage Quest to import the data from your specific e mail form Please contact Market Focus Inc if you are interested in importing e mailed leads To import e mail leads 1 Click the Import Co icon 2 Select the name of the template created by Market Focus from the
132. ank field and press Enter To remove an item from the list double click on the item Contacts Database Overview The Contacts database contains information about your non borrowers such as Realtors builders escrow agents attorneys etc You may also enter personal contacts and other people you do business with You cannot create databases for different types of contacts For example you cannot create a separate database just for Realtors Mortgage Quest has a group field that allows you to group your contacts The groups can be used to select people for marketing campaigns viewing and reports The Contacts database has many of the same features as described in the Borrowers database section The contact information is divided into 6 tabbed screens and 4 side lists used to display names campaigns letters and activity series Mortgage Quest User Guide Version 4 1 7 Contact general information names addresses and telephone numbers and status Personal Info demographic information such as marital status birthdays and anniversaries and spouse information Notes general notes about the contact Outlook Activities When the Outlook interface module is enabled the Outlook Activities screen shows all Outlook appointments and tasks from within Mortgage Quest Interests indicates special interests which can be used to send special interest letters Custom contains fields that you define to contain
133. are installed Select File Administration View Installed Modules and Letters View Letter Files This feature displays the Mortgage Quest letter name and the corresponding Microsoft Word document file Select File Administration View Letter Files Mortgage Quest User Guide Version 4 1 7 Install Marketing Letters This feature registers and installs add on campaign letters purchased from Market Focus An installation wizard guides you through the follow steps You need a letters zip file and a password before you can register letters Select File Administration Install Marketing Letters Install Add on Modules This feature registers and installs add on modules purchased from Market Focus 1 Select File Administration Register Modules 2 Enter the module password Add Delete Users If you are using the Multi User Enterprise system and have system administrator privileges this feature displays the User Registration screen for adding and removing users from the system See View Registration for more information Repair Databases Windows is notorious for corrupting database files and damaging data This can happen if Windows freezes you experience a power interruption or if you restart the computer while Mortgage Quest is running Mortgage Quest has a repair utility for correcting many of these problems such as Not a database and Index doesn t match table error messages The repair utility also
134. as a Lock Expire field on the Loan Details screen that is used to monitor lock expiration dates When this feature is enabled Mortgage Quest uses these dates to create rate lock events in the Outlook calendar Track Rate Locks has the following features Mortgage Quest User Guide Version 4 1 7 The rate lock event is created as a linked all day event in the Outlook calendar The title of the event will be Rate Lock Expire followed by the name of the linked Borrower Rate lock events are created automatically when you add a Borrower record and enter a lock expiration date in the future The event is created when you save the data Mortgage Quest will not create rate lock events if the lock expiration date is earlier than the current date If you modify a lock expiration date in Mortgage Quest it will update the rate lock event in Outlook as well If you import data from another program such as Calyx or Encompass rate lock events will be created and updated from the imported lock expiration dates Note If you are importing lock expiration dates from another LOS program do not modify the expiration dates in Mortgage Quest Otherwise they will be overwritten the next time you import Expiration dates should be kept current in the LOS program To enable the Track Rate Locks in Outlook feature 1 2 3 4 Start Mortgage Quest Select Tools Options Outlook Mark the Track Rate Locks In Outlook checkbox If y
135. asy access to many features such as drag and drop To show and hide lists 1 Select View Lists and select the list to show or hide such as the Record Campaign Letters and Activity Series lists 2 Press F8 to show or hide the campaigns letters or activity series lists 3 Press F9 to show or hide the records list Contact Record List The contact record list shows a list of all contacts in the database Contacts names are color coded to indicate various conditions Blue The contact is in a campaign or an activity series Grey The contact s mail status is set to Don t Send Letters Mortgage Quest User Guide Version 4 1 7 e White The contact is not in a campaign or activity series and the mail status is set to Send Letters The contacts list has the following features e Search Click in the contacts list and begin typing the last name of the contact When the name is found in the list double click on the name or press the Enter key to display the contact record e Right Mouse Click Right mouse click on contact to view the campaigns or activity series the person is in e Double Click Double click a contact to go to that person s database record e Drag and Drop You can drag a contact from the list and drop it on other lists to perform various actions Click the left mouse button on a contact in the list and hold it down while moving the mouse over an item in another list e g ca
136. at contains a message to display if the e mail is rejected 2 Click Select File and select the text file 3 Click Next Step 6 Enter E mail subject 1 Entera subject that will appear in the recipient s e mail program This subject will appear in all recipient s e mail 2 Click Next Step 7 oe Reply To E mail address When a person in the e mail group replies to the e mail it will be returned to this address This allows you direct all e mail replies to an assistant or other department 2 Enter an e mail address and click Next Step 8 Broadcast E mail summary 1 Verify the information on the summary page 2 Click Send to send the e mail to everyone in the group You can display a list of people who will receive the e mail You can also skip people in the list This is useful if you need to restart the broadcast and skip people who may have already been sent the e mail 3 After the e mail is sent everyone s notes will be updated with the name of the e mail file sent You may also print a report showing people who received the e mail Mortgage Quest User Guide Version 4 1 7 Printing Sending Letters and E Mail e 145 Printing Labels Faxing Letters There are times when you want to print labels to a group without setting up a campaign and printing letters first This feature allows you to print labels for any type of mailings such as sending newsletters birthday cards or other promotional items You can
137. ata T Mortgage Quest Contact Dashboard selected in the upper section mex Click to Zoom Sales Stage Follow Up i Group Selling Agent lv Apply Loan Officer Total Leads Clients Prospects Referrals Assignments 4 Mike Silva 32 16 0 0 0 Dates All xlr Eto 12707 Clear INathano Camara ia a al ol 7 Status Client User Benitez Rick P m Save Rick Benitez 19 0 of of s Hide Charts Records 158 g amp l gt Name Company Phone Status Sales Stage Group Referrals Assignments C Conerstone 209 892 6458 Client Seller 0 OF M 209 Linda Menichols Alliance Title 408 957 9696 Client EscrowiAttorney 0 0 Ahern Kim Remax Associates 925 708 8587 Realtor 0 0 Aimeesjeinnter TICOR 925 314 8230 Client Follow Up EscrowiAttorney 0 0 C Aimeesennifer TICOR 314 8000 Client Follow Up Escrow Attorney 0 0 Aimeejjennifet TICOR Client Follow Up EscrowiAttorney 0 0 Albritton Leslie Cornerstone of Matthews Home 209 892 6458 Client Realtor 0 0 ma rel gt Groups Status GB 91 Escrow Attorney E 113 Client E 121 None Sales Stage E 32 None 28 Realtor 20 Follow Up E 30 Realtor E 17 None EE 17 First interview E 4Seller E 1 Builder Click to Zoom Chick to Zoom Select Al Select None Set Sales Stage Set Group Set Status Add to Campaign Notes j Delete Close Upper Sec
138. ata feature only merges borrower and contact records that were last changed or added If you use any other Mortgage Quest feature such as creating modifying or printing campaigns letters reports etc these changes are not synchronized If you want to use all of Mortgage Quest s features on two different computers we recommend that you do the following so that both Mortgage Quests will contain the same data 1 Back up User Data on computer 1 2 Restore this back up on computer 2 Mortgage Quest User Guide Version 4 1 7 3 Use computer 2 as needed When finished back up User Data 4 Restore the User Data on computer 1 Administration Tools The administration tools help you manage the Mortgage Quest system such as user registration installing letters and other add on modules View User Registration Single User Version The User Registration screen contains information about the registered Mortgage Quest user on a single or team system You can change any information except the first and last name User Registration Name Kelly Murphy Work 665 655 5555 Ext Title Senior Loan Consultant Home Cell EJ License NMLS 13455 Fax Oy ere Alt Phone C Print License Company L amp G Mortgagebanc Address 4545 Main Street CityiState Zip Upland ca 93999 E Mail Kelly emarketfocus com Web Site For use with For use with Asst 1 Mortgage Quest Letters Mortgage Quest Letters
139. ates Click Yes to create birthday events from the imported data Click No if you don t want to track birthdays Step 7 Data Location Mortgage Quest tries to locate the source of the imported data based on the other program default location If the data is not found or is incorrect click Find Data to Mortgage Quest User Guide Version 4 1 7 Importing 187 locate the data source If the data source is on a network drive you ll need to browse the network to find the data Step 8 Loan Officer ID Setup If the program you are importing from contains other loan officers loans click Map IDs to select rep ids to each registered Mortgage Quest user If the other program contains just your data click Finish See Map Loan Officer ID s for more information Setup for Importing ACT The import setup wizard guides you through the steps required to import data from ACT databases In order to import from ACT you need to map Mortgage Quest fields to the ACT fields This only has to be done once for each database The Import Template Manager manages the process for creating and editing templates It has the following features e New Create a new template e Edit Edit an existing template e Rename Renames a template e Delete Deletes a template e Report Prints a report showing how fields are mapped between ACT and Mortgage Quest e Groups Specific ACT groups will be imported with a template T
140. ature allows you to send an e mail or print a letter to an entire group of people without having to create a campaign Mortgage Checklists You can now define and track a list of tasks within Mortgage Quest for any purpose Due dates can be set based on open closed or approval dates Mortgage Quest reminds you when tasks are due Backup and Restore Reports and Letters to Internet You can now backup your letters and reports to our secured Internet storage site Birthday Report The Birthday Report shows all birthdays that are due within a certain time period Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Setup The information in this section describes the installation and setup procedures for Mortgage Quest If you encounter any problems Technical Support is available Monday through Friday 8am to 5pm Pacific Time Call 800 708 9715 or fax a description of the problem to 858 536 9033 You can also visit www emarketfocus com technical support page to access the Internet Help Desk System Requirements CPU Requirements Desktop PCs Pentium 4 2 0Ghz or higher CPU or AMD Athlon Sempron equivalent Laptops amp Notebooks Pentium M CPU or higher 50 megabytes of hard disk space for program installation 512 megabytes of RAM or higher Windows 7 Vista Windows XP Windows Server 2003 Legacy support for Windows 98SE Windows NT 4 0 SP 6 Windows 2000 SP 2 Laser printer in
141. ay website page that shows the specific product item selected Select the Target Audience that indicates the appropriate people to send the card e g Borrowers Select the Delivery Options If you select Ship to You and You Mail you ll need to enter the Quantity If you have a multi user system select the Loan Originator also The postcards that you order will be printed with the selected loan officer s information and graphic options as defined by the In Touch Today Setup If you select Mailed by In Touch Today you do not have to select the quantity or the loan officers because this is determined by Mortgage Quest when you select people to receive the cards Click Next Note The following section is needed only if you want In Touch Today to mail postcards for you Skip this section if the postcards will be shipped back to you for you to mail Select People to Receive Cards 1 If you want In Touch Today to mail postcards for you you need to select the people who will receive them Mortgage Quest uploads to In Touch Today the name and address of each person selected The screen below provides various ways to select people to receive postcards The list of people available depends on the Target Audience you selected previously For example the screen below shows both Borrowers B and Contacts C in the list Mortgage Quest selects only people whose Mail Status field is set to Send Letters You can add people to the Up
142. be one for a single user or multiple users in a multi user system User Selected Shows the user currently selected and who will be assigned leads Assign Percentage Indicates the percentage of marked leads to assign to the person in the User Selected field Leads To Assign The number of leads that will be assigned to the User Selected The Assign Percentage feature changes this value For example if you select 50 in the Assign Percentage field the Leads to Assign value is set to 5 Total Marked Leads The number of leads that were marked for assignment Total Users The number of users in the Users List Divide Equally Divide the number of marked leads equally among the users selected in the Users List To select multiple users in the list hold the CTRL key down and click users in the list Assign Assign the marked leads to the users selected Mortgage Quest User Guide Version 4 1 7 Importing 211 Mortgage Quest Services Introduction Mortgage Quest is integrated with third party products and services on a pay per use or monthly basis This provides you with an easy method for ordering products and services when needed and in any quantity you require Mortgage Quest s account management system tracks your orders and usage You simply add money to your account and Mortgage Quest deducts the cost of each service by the appropriate amount used Special management reports are available to
143. can order In Touch Today s products and services you need to enable the service in Mortgage Quest add money to your account and choose In Touch Today graphic options for postcards and greeting cards If you are using the Multi User Enterprise version of Mortgage Quest you II also need to indicate which users have permission to order products and services To enable In Touch Today Services 1 Start Mortgage Quest 2 Select Services In Touch Today Enable Service To select In Touch Today graphic options The primary tasks that need to be completed in Mortgage Quest involve making sure that each registered loan officer s information is complete and accurate deciding on the postcard format and selecting the appropriate graphic files for your photo company logo and signature Start Mortgage Quest 2 Click the Register icon to view the register screen For each registered loan officer make sure all the information is complete and accurate The required fields will appear on the postcard e Loan Officer Title e Company Name e Company Address e Email Address e Work Phone e Work Fax 3 Ifyou are using a multi user version of Mortgage Quest you need to indicate who will have permission to order products and services This is not required for the single version Do the following for each Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services 217 T In Touch Today Setup for Mary Brewer Mortg
144. cer will be selected If you don t use the Loan Officer field in a query all loan officers data will be selected See Creating Queries for more information Time Stamping Notes When entering notes for a borrower or contact and click Set Time your login name appears in the notes as the author Mortgage Quest User Guide Version 4 1 7 Importing Introduction Mortgage Quest has special interface modules that import information from different loan processing prequalification and lead generation programs The data is already mapped to Mortgage Quest fields So with one push of a button information is imported into Mortgage Quest This saves valuable time because information is only entered once and special update features synchronize Mortgage Quest data with other programs databases or files As information changes in another program Mortgage Quest can update its records to reflect the new changes Each interface module has different features depending on the other program features Check with a particular interface module for specific details In general Mortgage Quest can Import e mail leads received in Outlook Create borrower and contact records from 1003 information Keep data current in Mortgage Quest as information in the 1003 changes Update loan status as loan is processed Create a related parties group with borrowers and Realtor data from 1003 Add related parties group to the Loan Cycle to prin
145. checks for invalid data in important databases that can cause other problems in Mortgage Quest such as the End of File Encountered or subscript out of range message To run the Repair Databases 1 Select File Repair Databases 2 Mortgage Quest first analyzes all databases for damage and checks for invalid data If you can t start Mortgage Quest If you cannot start Mortgage Quest without errors run a check databases program from the Windows Program menu 1 Select Start Programs Market Focus Check Databases 2 After the Check program completes start Mortgage Quest If you still can t start Mortgage Quest try running the Check Databases program again After several tries call Technical Support because you may have to reinstall Mortgage Quest Note If an error occurs while running the Repair or Check Databases program select the Ignore option whenever it is displayed If a File Open Window appears and prompts you to select a table select Cancel Rerun the Repair program until it completes without errors Call Technical Support if the Repair Databases program doesn t resolve the problem Change Area Codes This tool allows you to change area codes for borrower and contact telephone numbers Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Tools 177 To change area codes 1 Select Tools Change Area Codes 2 Enter the old area code to change 3 Enter the new area code 4 Click Change Mortg
146. consists of 8 letters to people considering refinancing their home Each campaign sends letters weekly These two prospect campaigns use Mortgage Quest s automatic campaign events to add and remove people from the campaigns The Shopping Purchase campaign has the following defined events e ADD when borrower status equals Shopping AND loan purpose equals Purchase e REMOVE when borrower status equals Client The Shopping Refinance campaign has the following events e ADD when borrower status equals Shopping AND loan purpose equals Refinance e REMOVE when borrower status equals Client Shopping Purchase Letters Mortgage Quest User Guide Version 4 1 7 Managing Marketing Campaigns 119 e Letter 1 Thank You for Inquiring e Letter 2 Follow Up e Letter 3 Determining Maximum Monthly Payment e Letter 4 Down Payment Needed e Letter 5 Determining the Best Time to Buy e Letter 6 Tips on Financing e Letter 7 House Hunting Guidelines e Letter 8 Home Inspection Tips e Letter 9 What is Negotiable e Letter 10 Tips for Making an Offer Shopping Refinance Letters e Letter 1 Thank You for Inquiring e Letter 2 Follow Up e Letter 3 Should You Refinance e Letter 4 Reasons for Refinancing e Letter 5 Refinancing and Home Equity e Letter 6 Typical Refinance Costs e Letter 7 Locking Interest Rates e Letter 8 Items Needed for Home Inspection Tracking Marketing Newsletters Th
147. contained in each field In this example Fields Operators Loan Status Loan Program Exactly matches Comparison values OPEN FHA Query Loan Status exactly matches gt OPEN AND Loan Program exactly matches FHA Mortgage Quest User Guide Version 4 1 7 Using Queries to Find People 97 Mortgage Quest Reports Using Predefined Reports One of Mortgage Quest s goals is to provide many predefined industry specific reports that you may need to manage and control your business There are reports for borrowers contacts and both borrowers and contacts If you are using the Multi User Enterprise system you can report by loan officer or across all loan officer data Running Predefined Reports All predefined reports have a common method for running them Most of the reports need date information to select records For example the Closing Report uses the Estimated Close Date to select people for the report This allows you to limit the amount of data selected for a report You can run reports for different time periods such by week month year or year to date i Select Report Date Range Closing Report All Data C Month C Year To Date From To is Estimated Close Dates Print Preview Edit Cancel Help To run a predefined report 1 Select Reports and select a borrower contact or general report The Report Date Range screen provides the following features Mort
148. cord locks set by other users This feature is useful to see who has records locked or performing other features that are blocking you from performing a certain task View User Options Display user privileges Set User View Available only if user has Access to All Users privilege View all data or the data of the user logged on Switch Users Available only if user has Access to All Users privilege View the data of another user Switch Team Available only if the user is a member of multiple teams and has Access to All Team Users privilege This option allows user to switch team views Show Team Members Available only if the user has Access to All Team Users privilege Mortgage Quest User Guide Version 4 1 7 Multi User Enterprise System 181 User Options Each user can be assigned different options which gives them permission to access various Mortgage Quest features The following options are available e 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 e 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 e 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 e Access to All
149. cords reported e Browse Query Results When Run Report is clicked shows data in a spreadsheet format e Hide Duplicate Records If there are duplicate records found in the query results they will not be included in the report e Run Report Runs the report If the Browse Query Results is unmarked a Report Setup screen displays The Report Setup screen gives you options for editing the report form and outputting the report e Output Direction Specifies where to output the report o Printer o Disk File Mortgage Quest User Guide Version 4 1 7 o Screen e Start Report Runs the report e Edit Form Modify the report form e Browse Results Displays the data in spreadsheet format e Reset Form Returns the report form to its original state Removes any changes made e View Text File Select a text file and display the data To edit a report 1 Once a report is created using the steps described above you can modify the report 2 Select Report Report Queries and select the type of report Select the query used for the report and click Report 4 The Report Summary screen displays the report characteristics that can be edited 5 Ifyou want to edit the report form click Run Report and then Edit Form on the Report Setup screen Da Report Form Edit Tools With Mortgage Quest you can customize report forms to suit your business needs This section explains how to use the Edit Form functio
150. d Fax Letter Button 1 Highlight a person and click Fax Letter 2 Select a letter from the list The person s notes are updated with the time and the name of the letter faxed Group Lookup The Group Lookup allows you to find people within a specific group You can find people in the following groups e Company contacts only e City e Zip Code e Contact Title e Contact Group e Loan Status borrowers only e Priority e Status e Referral Source e Lead Source To look up a group of people Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 61 1 Select Group Lookup and the type of group 2 Enter the search information You can enter partial search data or the exact data you want to find Note You may also click the View button to display a list of possible groups to search Highlight the group to search and click Select 3 Mortgage Quest searches for people who match the group selected and displays them in the Card File View Searching Database Fields You can find people from specific data entered into their database fields For example you can search people who have President entered into the title field S Search Fields X Search for Replace with Search Field Last Name C Exact Match Cl Match Case V Ask First To search a field 1 Click the Binoculars icon g or select Edit Find from the main menu 2 Select the field to search in the
151. dition use the Contacts database to enter people who may refer business to you such as financial planners CPAs and friends There are many features available for using information in the Contacts and Borrowers databases These features help you manage your ongoing business as well as keep track of your prospects and people referring business to you Lead Management Mortgage Quest provides lead management tools to help you track and manage leads more effectively You can track various sales activities to help you manage your prospect pipeline This allows you to know where prospects are in the sales cycle and which activities increase your close rate For example you can track how much time you spend with prospects and other marketing activities such as letters and email sent the number of calls appointments tasks interviews and applications taken over a certain time period A forecasting tool allows you to predict your pipeline as you work with your prospects Mortgage Quest also contains lead management reports to help you analyze your sales statistics Prospect Marketing Mortgage Quest contains two prospect marketing campaigns designed to stay in contact with people shopping for loans The Shopping Refinance campaign sends customers weekly letters or e mail about what to consider when refinancing The Shopping Purchase campaign sends weekly letters or e mail to people looking to purchase a home These letters contain tips and in
152. dsheet is marked and it will be displayed in Excel e Clear Clears all checked files Creating Related Parties Groups The Mortgage Quest Assign feature allows you to create related parties groups of borrowers and people involved with the loan such as sellers Realtors builders escrow agents and attorneys These people will receive Loan Cycle letters There are two ways to assign people to a related parties group You can assign a contact by name or you can display a list of contacts and select people from the list Mortgage Quest User Guide Version 4 1 7 A related parties group is everyone involved with the loan Realtors builders borrower seller attorneys etc The Mortgage Quest Assign feature allows you to create related parties groups of borrowers and people involved with the loan such as sellers Realtors builders escrow agents and attorneys These people will receive Loan Cycle letters There are two ways to assign people to a related parties group You can assign a contact by name or you can display a list of contacts and select people from the list S Create Related Parties Group Contacts List Planner Paul OSeller O Listing Agent Selling Agent Current People in Related Parties Group Assignment Type CFA A Brown Jim Selling Agent L ae Builder O EscrowiAttorney Assign Remove Close Help Other Assigning Contacts by Name to Related Parties Groups 1 2
153. e Informal Dear Gary Label Style This option allows you to choose between formal and informal label styles The formal style uses the name prefix The informal style does not use the name prefix e Formal Mr Gary Dwyer e Informal Gary Dwyer Normally Used Printer Select the printer you use to print letter and labels Use Microsoft Word Envelope If marked Mortgage Quest uses the Microsoft Word envelope template for printing envelopes Print Return Address on Word Envelope If marked Mortgage Quest prints a return address on envelopes If your envelope has a preprinted return address unmark this option Edit Word Envelope This feature starts Microsoft Word and displays the envelope template used to print envelopes You can change fonts and other printer specific aspects of the envelope such as tray selection orientation and size Template Setup This option displays a letter template in Word so you can make changes to the margins graphics and other common values When you are finished close Word and click Update Letters Please see the section on Customizing Mortgage Quest Letters for more information Update Letters Mortgage Quest User Guide Version 4 1 7 Mortgage Quest reads the values in the template file and applies those values to all letters Postscript Setup This option controls how you apply up to 4 different P S statements to your letters Please see the section on Customizing Mortgage Ques
154. e Open Date Checklist Selected Lock Date Assigned To Assigns the task to a specific person Add People Adds people the list of people tasks can be assigned to Delete Deletes a task Select Assign Tracking Closing Gifts Mortgage Quest has a gift tracking system that allows you to track closing gifts sent to customers The tracking system has the following features From any Mortgage Quest record you can display the gifts sent to that person A Referral Gift Report shows the gifts sent To track a closing gift Ov Be Go bors Go to the borrower record Select Assign Closing Gift If the gift is not in the list click Add to add a gift Click Show to view the gifts already sent to this person Highlight a gift in the list and click Select wi Send gift to Joe Borrower Padre Tickets Vine Select Delete Show Close xl Help Sending Temporary E Mail Messages E Mail The borrower and contact main screens contain E Mail E Mail buttons are used to create temporary e mail messages You can create message using Mortgage Quest s e mail editor or the Microsoft Outlook default editor Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts e 49 To use the Outlook editor 1 Select Tools Options E Mail Setup 2 Click Use Outlook for Temp E mail In order to use the Mortgage Quest e mail editor you must first setup Mortgage Quest SMTP e mail See the sec
155. e Status Alphabetical order by status field e Group Alphabetical order by group field Contacts only e Company Alphabetical order by company Contacts only Showing Duplicates This tool looks for duplicate borrower and contact records When it finds a duplicate it marks the checkbox and puts a line through the name The criteria for finding duplicates are to match the borrower s first and last names When duplicates are found the oldest record is marked based on the create date If a name is grey it means the Mail Status is set to Don t Send Letters This helps to determine which record is active This tool can also be used to delete multiple borrower records Mark the checkbox next to any borrower you wish to delete and click Delete Selected Select Tools Show Duplicates Borrowers to display the screen below You can sort the list by Name E Mail or mailing address Mortgage Quest User Guide Version 4 1 7 T Show Duplicates Name Create Date Address SSN ja J Aaker Jed 11 19 07 33 NE 72nd Portland OR H Aaker dad 400304 33 NE Fan Poland OR C Aballi Rosa 07 22 03 3 Post Oak Lane 9 Natick MA C Adams Lynda 11 06 01 2027 Teton Parkway Algonquin IL C Andrews Thomas 07 08 03 546 Locust Run Road Cincinnati OH C Begale Adam 08 21 07 Lives W Parents Segale Adam a 29 07 Lives Parents C Bond Clayton 01 27 03 4824 Beverly Hill Dr Cincinnati OH C Bond Harvey 05 27 03 5462 Bailey Dr Milford OH
156. e address Property address Borrower s age Co borrower s age Borrower marital status Borrower s dependents Work phone number Home phone number Mortgage Quest User Guide Version 4 1 7 Borrower s fax number Co borrower s fax number Borrower s email address Co borrower s email address Loan amount Interest rate Type of loan Sales price Down payment Lender Close date Estimated close date Appraiser Appraised value Borrower social security Co borrower social security Borrower s self employment status Co borrower s self employment status Borrower s employer and address Co borrower s employer and address Borrower s occupation Co borrower s occupation Borrower s ethnicity Co borrower s ethnicity Borrower s salary Co borrower s salary Call back date Co borrower work phone number Borrower s gender Co borrower s gender Borrower s years on job Co borrower s years on job Contour Loan Handler Interface User Notes The Mortgage Quest Interface Kit allows you to read data directly from Contour s Loan Handler program and create Mortgage Quest borrower and contact records Loan Handler Tracking Items The following Loan Handler tracking items are read into Mortgage Quest status fields when updating borrower information The i
157. e and takes the specified action when information in the trigger field matches the trigger value The following fields are available for creating activity events for borrowers e Borrower Status e Loan Purpose e Loan Status e Priority e Property Type e Sales Stage The following fields are available for creating activity events for contacts e Contact Status e Contact Group e Priority e Title e Sales Stage Note You cannot create activity events for Contacts amp Borrower type activities i STEP 4 Define Activity Events Optional x Events Defined for Activity REMOVI when Borro Action ADD when Borrower Status equals Prospect A Status equals Client Remove from Automated A when Borrower Status v w equals Client OR w Trigger Field Trigger Value AND OR Delete Event Einish Cancel l Help Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface 81 Adding People to Activity Series After an activity series is created you can add people from the Borrower and Contacts databases manually If you defined Activity events a person is added to an activity series when the trigger values match the event conditions Mortgage Quest checks all activity events when you save the record The following describes how to manually add a person to an activity series To add a person using drag and drop and the activities list 1 If
158. e best way to contact this person For example mark the Home checkbox if this person prefers to be contacted at home E mail Addresses Enter the E mail address for the borrower and coborrower E Mail Click E Mail to create a temporary e mail message E mail co borrower Mark this check box to send a carbon copy of e mail sent to the borrower Owner This is the registered owner of Mortgage Quest This list will contain multiple names for the Enterprise system Status Select the appropriate descriptor from the Status List e Client The borrower is in the process of obtaining a loan e Prequalify The borrower expressed interest in obtaining a loan and is in the pre qualifying stages e Prospect The borrower is a potential client e Shopping The borrower is shopping for loans Add the borrower to either the Shopping Refinance or Shopping Purchase campaign depending on the Loan Purpose button set i e Refinance or Purchase e E Shopping same as the shopping status described above but the letters will be e mailed instead of printed To create additional Status types select a blank status from the list Then type the new status value and press Enter Sales Stage Select the sales stage that represents where the borrower is in the sales cycle Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 19 When entering new people into Mortgage Quest the Mail Status should be set to Send Letter
159. e correct user name before you can register letters Market Focus has marketing letters which target specific groups of people It also has special interest letters on various topics such as health and fitness running tennis etc You can install marketing letters via the Internet or with passwords To install letters via the Internet 1 Select File Register Mortgage Quest downloads the zip files from its website and creates the marketing campaigns on your system To install letters manually Start Mortgage Quest and select File Administration Install Marketing Letters Enter Passwords An installation wizard guides you through the process This procedure installs letters and e mail versions If you are installing Special Interest letters follow steps 1 4 below If you are installing Series 1 5 follow steps 1 3 Step 1 Select Letter File to Install 1 Click J and locate the letter file to install 2 Click Next ET install Marketing Letters Select Letter File to Install J Letters are contained in a ZIP file such as Golfzip Click the button and select the letter zip file to install Step 2 Enter Password Enter the password for the letters selected and click Next Mortgage Quest User Guide Version 4 1 7 amp Install Campaign Letters Series1 Enter Password Series1 Letters Enter the password provided for the zip file selected Back
160. e form To change the font select Format Font and select the font type and size 4 Ifyou always use the same font for labels you can change the default font used for the report Select Report Default Font and select the font desired wy To change the label font 1 Click on the label 2 Select Format Font and select the desired font style and size Adding Graphic and Picture Objects to Report Form You can add lines rectangles rounded rectangles and pictures to the form 1 Select Report Insert Control and select Line Rectangle Rounded Rectangle or Picture 2 The object is created at the upper left of the title or page header band area 3 Drag the object to the desired location To resize the object click the bottom right edge of the object and drag it down or up 4 To resize a picture double click on the picture and select scaling objects as needed Adding Fields to Report Form Your report can include database fields variables calculated values and calculated fields When you created the report the form contains the output fields selected However if there are too many fields for the width of the report you may have to Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Reports e 105 add them manually Also if you edit the report and add another field you may have to add it manually as well To add a field to the report form manually 1 2 3 4 en 2 90 11 Select Rep
161. e tab key to add to the list Sue ON Customizing Lists You can modify the information that appears in many lists A list speeds data entry because you select an item from a list instead of typing it into a field You can add delete and rename items in lists Many of the lists used in Mortgage Quest have automatic add and delete features To add an item in a list place the cursor in a list Enter a new item and press Tab The new item will be added to the list If you can t place your cursor in the list it means that you cannot add items It is a select only list To delete an item select the item from a list and then double click on the item Mortgage Quest User Guide Version 4 1 7 2 Borrower Lists Select List Borrower Status Mi List Items ia dd Client Prequalify Prospect Shopping e Shopping To customize lists 1 Select Tools Modify Lists Borrowers Lists or Contacts Lists 2 Select a list to modify from the pull down menu at the top of the screen The items for each list are then displayed 3 You can then add rename and delete items for a list Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest 169 Mortgage Quest Tools Backing Up and Restoring Mortgage Quest Data Backup and Restore provides the means for protecting the information stored in your databases It is important to make backups of Mortgage Quest frequently The frequency of your backups
162. e to import and then click Next Mortgage Quest displays one record read from the import file and displays it in the left list Realtor Data Import Template Import Data Mortgage Quest Fields Krouse Address Line 1 2931 Plaza Del Amo 93 Address Line 2 ca Address Line 3 Torrance Anniversary 90503 Appraised value Borrower birthdate Borrower employer Borrower ethnicity S Borrower first name Import Data Mortgage Quest Fields x Map f Skip Cancel Help Mortgage Quest User Guide Version 4 1 7 12 13 14 15 Click Report to print a list of mapped ACT and Mortgage Quest fields 17 18 Select the first item in the import data list Select the Mortgage Quest field that corresponds to this data item and click Map Continue mapping import data fields with the Mortgage Quest fields Make sure you go in the order or the list If there is no corresponding Mortgage Quest field click Skip Click View to see the mapping between Mortgage Quest and the data being imported Click Save and then Close when finished Once a template is created select it from the Read Data From list and click Read Borrower or Read Contacts to import data To use select a different file to import click BI and select the file The file needs to have the same order of fields otherwise the data will not map correctly with Mortgage Quest fields Read Borrowers This feature reads borrower data from another program
163. e to print based on the Open and Close dates entered and the Add to Loan Cycle options in the tools screen See Customizing the Loan Cycle for more information on these options Customizing the Loan Cycle The Loan Cycle is an automatic process that can be customized to meet your needs You can fax print e mail or skip certain letters You can also set the days between status letters See the section on Customizing Mortgage Quest for more information on Loan Cycle options Setting Status Letter Options for a Specific Loan In some situations you may want to set Status Letters options that apply only to a specific borrower For example if a borrower is getting a construction loan you can set the days between status letters to 30 You can also skip status letters to people in the related parties group wi Status Letter Options EE Days Between Status Letters 7 H Days Between Open Letter M Borrower N Selling Agent DSa 0a Status Letter Recipients V EscrowAttorney Iv Seller MV Builder Help V Listing Agent To change Status Letter options 1 2 33 4 Go to the Borrower record Select View Status Letter Options Make any changes desired These changes only affect this borrower Click Close e Days Between Open Letter The number of days the first status letter is scheduled after you print the Open Letter e Days Between Status Letters the number days between subsequent status
164. earlier in this section Installing Mortgage Quest Marketing Letters 1 2 Select File Administration Install Marketing Letters Reinstall Extra Marketing Campaigns from the Internet You also can select Reinstall Basic Letters and E Mail to install the 82 standard letters and e mail Mortgage Quest User Guide Version 4 1 7 Uninstalling Mortgage Quest Uninstalling Mortgage Quest removes the program and all user data However previous back ups are not removed To prevent data loss make a back up of your data letters and any graphic files before uninstalling Open the My Computer icon Open Control Panel Open Add Remove Programs Find Mortgage Quest 32 in the list and select it Click the Change Remove or Add Remove button Select the Remove option Click Next Click Finish BV ON Pe G8 bo Contacting Technical Support Our goal at Market Focus is to provide our customers with the highest quality support to answer questions and resolve problems Ours is not a one size fits all approach to support Instead we have developed a variety of services that respond to the diverse requirements of our customers Our tiered support and upgrade plans provide you with the maximum flexibility based on your particular business needs For more information on Technical Support policies please visit www emarketfocus com support and download our manual Hours of Operation Mortgage Quest Technical Sup
165. eating and Using Predefined Checklists Mortgage Quest has a method for creating a list of predefined tasks in a checklist This is useful for defining the same set of tasks that you want to track in various situations For example you can define a series of tasks to be accomplished when you receive a new lead or open a loan The Checklist tab shows all tasks created for individual borrower records To enable the checklist tab 1 Select Tools Options and click the General tab 2 Mark the checkbox named Show Checklist Screen 3 Close To display the checklists 1 Go to the borrowers database and click Checklist tab 2 Click Lists and the Checklist Manager screen displays S Checklists New Lead Open Loan P Edit Copy Rename Delete Print Close The Checklist Manager screen has the following options e Select Adds all tasks defined in the checklist selected to the borrower record displayed e New Creates a new checklist e Edit Edits an existing checklist Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 47 e Copy Copies all tasks defined in one checklist into another e Rename Changes the name of a checklist e Delete Deletes a checklist e Print Prints all tasks in the checklist To create a new checklist 1 Go to the borrowers database and click Checklist tab 2 Click Lists and the Checklist Manager screen displays 3 Clic
166. ecific marketing goals and objectives With continued use your database will grow and you will need to manage many records You may have 1 000 records in your database but at times you may be only interested in 10 records or just one specific record Mortgage Quest allows you to define queries to select only certain database records A query is a conditional statement used to search for records in the database You use queries for reports marketing campaigns and creating groups For example you may want to create a group of borrowers who have open loans worth more than 100 000 You create a query to find these records for the group Creating queries involves the following steps 1 Entering a query title Titles should be descriptive to help you recognize the query at a future time such as Prospect Realtors or Loans over 100 000 The new title appears in the list of queries displayed on the screen 2 Adding a condition A condition has three parts field operator and comparison value Mortgage Quest User Guide Version 4 1 7 a Field Database field you want to search There are different kinds of fields such as dates numbers and text fields Mortgage Quest searches these fields to determine if the record is retrieved b Operator The operator is used to compare records such as greater than less than or equal to c Comparison Value Specifies the values used to find records Comparison values may be wo
167. ecord to either MQBorrower or MQContact Mortgage Quest uses the category to determine if a record is a Borrower or Contact Records that don t have these values will be ignored The category is set automatically when information is transferred from Mortgage Quest to Outlook Mortgage Quest has a utility to display all Outlook records so you can set the categories as shown below Set the category of Outlook records to Borrower Contact or No Import as needed You can select multiple records and set the category Hold the CTRL key down and then click on records to highlight them Then click Borrower Contact or Don t Import button to set the category You can also sort the list by Name Company or Category f Outlook Records Name Title Company Category Luke Noelani Noe s Iron and Casting Work Contact A Markley Chris teady Mix Cc ete NoImport Miller Dan Miller Properties Contact Milner Eloyse Ellie s Tile NoImport Molotsi Hugh Contact Morearty Brian Viking Door Contact Nauman Ronald Contact Neely Karen United Title Escrow Contact Nguyen Tuan Nguyen Fuel Contact Norton Julie City Floors Contact Novello Carol Novello Survey Services Contact Ol Keb Borrower Ol Ken Borrower Olt Mary Borrower Planner Paul Manager Financial Planners Inc Contact Roche Diarmuid Roche s Electronics Contact Ruder Ed Ruder Lumber Co Contact Shaw Amber Amber s Power Equipment Contact S
168. ed loan officers that can be added to Mortgage Quest The maximum number of licensed loan officers is 150 You can add loan officers one at a time for up to 15 loan officers and then in blocks of 5 users for up to 150 loan officers 1 Call Market Focus to order an increase in the number of licensed loan officers Market Focus will process your order and issue you a new authorization number 2 Start Mortgage Quest and display the user registration screen 3 Click Increase Users 4 Enter the number received from Market Focus Inc into the screen and click OK 5 Insert Enterprise System Registration Disk and press OK 6 Use the Add New User feature to add loan officers Mortgage Quest Teams You can organize Mortgage Quest users into different teams When you create teams a user can be designated to view all team members data The Team Manager provides the features to manage and create teams See the Organizing Users into Teams section for more information on creating teams To create a team Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Tools e 175 Click Team Manager Move users into the team list Designate at least one person to view all other team member s data Close and name the team RRS Mortgage Quest User Options Each user can be assigned different options which gives them permission to access various Mortgage Quest features The following options are available e Access to All Users
169. ed loans C PNTDATA CLOSED BORROWER Edit the winpoint ini as follows Whatever folder you create you must have subfolders named Borrower and Prospect Directories Folder0 C PNTIDATA Folder1 C PNTDATA CLOSED Folder2 SENTINEL To create Calyx Point files from Mortgage Quest records 1 Start Mortgage Quest 2 Go to the borrower record 3 Select Record Send to Point Prospect or Point Borrower 4 Ifyou created multiple data folders in Calyx a list of folders is displayed Select the data folder for the new file 5 Enter the name of the Point file and click Save Mortgage Quest creates the file in the directory with information from the borrower record Calyx Point Tracking Items The following Calyx Point tracking items are read into Mortgage Quest status fields when updating borrower information The information comes from the Calyx Point General Tracking screen The information contained in the Mortgage Quest status fields are merged automatically into status letters printed for the borrower and all assigned contacts Basic Documents Mortgage Quest Status Field Credit Report Credit Report Mortgage Quest User Guide Version 4 1 7 Appraisal Report Preliminary Title Report Line 1 Line 2 Line 3 Line 4 Line 5 Appraisal Preliminary Title Report Credit Explanation Letter Tax Return amp W2 s Sales Escrow Instructions Rental Agreement Homeowners Assoc Info To transfer Calyx Point comments to
170. ed to select borrowers Lead Summary This report uses the Lead Source field on the Borrower Marketing screen to summarize where your leads that closed are originating It uses the Borrower Close Date to select borrowers Loan Processing Report This report shows the loan status for open loans It uses the Open Date to select borrowers Annual Review Report This report shows the annual reviews that are due during a certain time period Other Related Parties Reports Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Reports 99 This report shows a borrower and the specific type of person assigned to the loan For example if selling agent is selected it will show borrowers and only assigned selling agents involved with the loan It uses the Assignment Date to the related parties group to select records Pipeline Report This report shows the pipeline statistics for open loans It uses the Open Date to select borrowers Lead Management Report Summarizes all sales activities such as calls made and received email and letters sent sales cycle and conversion rate Lead Detail Report Shows all sales activities by lead such as calls made and received email and letters sent interviews conducted and tasks and appointments Lead Stage and Call Report Summarizes leads by sales stage and call results Forecast Report Shows all leads on the forecast including confidence level sale value notes and t
171. ed with the companies in the list Bookmarks Bookmarks help you to flag borrower and contact records These flags can be used in various ways such as returning to certain records or creating action lists To set a bookmark 1 Go to the borrower or contact record 2 Click the Bookmark icon 2 or select Bookmarks Set from the upper menu A bookmark icon appears in the lower right hand corner or the screen To clear a bookmark 1 Go to the desired record 2 Click the Bookmark icon 2 or select Bookmarks Clear from the upper menu The bookmark icon is removed Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts e 65 3 Ifyou want to clear all bookmarks from the database choose Clear All from the Bookmarks menu Moving Between Bookmarks 1 Select Bookmarks Next to move to the next record with a bookmark 2 Select Bookmarks Previous to move to previous record with a bookmark 3 Select the Bookmarks Go To and select a name to display Show All Bookmarks Set You can display all bookmarks set for both borrowers and contacts in the Card File View Select Bookmarks Show All Bookmarks Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface Microsoft Outlook Interface Module Overview The Mortgage Quest Outlook interface module provides capabilities to share information between Mortgage Quest and Microsoft Outlook This section describes how information i
172. elated parties of the loan LoanSoft Interface User Notes The Mortgage Quest Interface Kit allows you to read data directly from LoanSoft and create Mortgage Quest borrower records LoanSoft Fields Imported in Mortgage Quest The following fields are imported from LoanSoft and used to create records in Mortgage Quest Borrower name Co borrower name Home Address Property Address Mortgage Quest User Guide Version 4 1 7 Importing 207 Work phone number and extension Home phone number Borrower social security number Co borrower social security number Pager Email address Borrower employer Co borrower employer Borrower occupation Co borrower occupation Co Borrower work number Type of loan Borrower birth date Co borrower birth date Origination date Approval date Points Total Income Loan amount Interest rate Sales price of home Down payment Term of loan Loan purpose Borrower salary Co borrower salary Loan margin Appraised value Lifetime loan cap Annual cap Loan to value Debt ratio Loan index Monthly payment Loan processor Loan id Borrower s age Co borrower s age Children s ages Marital status Ethnicity Open date for loan MarketerPro Interface User Notes The Mortgage Quest Interface Kit allows you to read data directly from Marketer Pro
173. elephone numbers for follow up calls Contact Reports Related Parties Report This report shows contacts and all the related parties they are in during a specific time period It lists the contact name and the assigned borrowers It uses the Assignment Date to select contacts for the report Company List This report shows a list of companies and their associated contacts It groups companies by address It uses the Contact Create Date to select records Contact List This report lists the contacts in the Contacts database It uses the Create Date to select contacts Contact Profile This report shows the information of the contact currently displayed It does not use a date range to select people However you can edit and preview the report Group Report This report uses the Group field to summarize your contacts It uses the Create Date to select contacts Lead Detail Report Shows all sales activities by lead such as calls made and received email and letters sent interviews conducted and tasks and appointments Lead Stage and Call Report Summarizes leads by sales stage and call results General Reports Letter History This report shows all letters printed during a certain time period It uses the date the letter was printed Market Production This report shows all marketing letters that were sent during a certain time period and the number of referrals and clients received When you add a referral or when
174. emporary letter View Letter Files View Word Processor Files displays a window containing the names of all Mortgage Quest letters and their filenames To view word letter files 1 2 3 Select File Administration View Letter Files Click 3 to print the list Click us to close Mortgage Quest User Guide Version 4 1 7 Printing Sending Letters and E Mail Print and E Mail Monitor The Print and E Mail Monitor searches for letters due to print and displays them in a list When you print Mortgage Quest selects the correct letter determines the person receiving the letter and then sends commands to Microsoft Word to merge and print fax or e mail letters Once Mortgage Quest prints it schedules the next letter in the campaign When you start Mortgage Quest the Event Monitor searches for letters due to print and displays the Print Monitor in the list of events that are found Select Print Monitor and click Select A list of all campaigns with letters due to print displays VW You can also search for letters to print by clicking the Print Monitor Print Send icon 6 Print and E Mail Monitor Selected Printer chris xp HP LaserJet 1200 Series PCL v Letters and E Mail Due Letters Date 02 24 09 After Loan Cycle E shop Refinance Shopping purchase Print Send All Skip Labels Labels Only _ Label Setup _ Position Label ba Close 1 Help Skips Letters Faxes E Mail Total
175. en to send the 3 6 and 12 month letters to the related parties After the 12 month letter is sent the borrower is sent Past Buyer letters every quarter for three more years The Loan Cycle can be customized so you can choose not to send specific categories of letters For example if your loan processing department sends out a different Open letter for you you can tell Mortgage Quest not to send Open letters In addition you can choose not to send letters to certain categories of people For example you can choose not to send Status letters to builders All Loan Cycle Letters can be printed e mailed or faxed Database Marketing The key to any database marketing program is its ability to find people most likely to do repeat business with you Mortgage Quest has easy to use tools to search for these customers For example you can find all past customers whose interest rates are greater than 6 and closed two years ago You can also monitor desired interest rates and notify borrowers when current rates are favorable Mortgage Quest can also notify you before a borrower s ARM adjusts or when a balloon payment becomes due Relationship Marketing Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Overview e 13 Mortgage Quest utilizes a proven marketing strategy for generating exceptional sales results You can create relationship marketing campaigns for any purpose such as sending letters periodically to FSBOs first time b
176. er of the campaign For example if you enter a 30 and add a person to this campaign today their first letter is scheduled to print in 30 days The default value is 0 which means the first letter is due to print the day you add a person to a campaign Click Next w New Campaign Status If the Campaign status is Ready and you have added people to the Target List there are letters du will become e to print for this campaign If you left the Target List empty the letters due to print when you add people to the campaign later If the Campaign status is Incomplete the Letter List is empty Go back to Step 3 and select letters for the campaign Editing Marketing Cam paigns Once a campaign is created you can change it to meet your needs However not all components can be changed You can edit a campaign from the Campaign Manager or from the borrower or contact campaign list You can edit e e e e e the following components Name and description Letter List Target List Events Number of Days before first letter Campaign Status You cannot edit the following Type of campaign Mortgage Quest User Guide Version 4 1 7 Managing Marketing Campaigns 113 Campaign Start Date To edit a campaign from the campaign list 1 2 3 If the campaign list is not showing select View Lists and Show Campaigns List Go to the Contacts or Borrowers database to display the campaigns
177. erent types of people that receive letters such as borrower listing agent etc At the top shows the different letters of the Loan Cycle such as Open Status Close etc Select the mode of printing for each type of person and letter type For example if you want the Selling Agent Open letter e mailed select e mail from the list If you want to skip all letters to the builder select skip for all types of letters in the builder row When you set the print mode to fax or e mail there are other conditions that must be met before Mortgage Quest can send the letter in this mode If the print mode if set to fax Mortgage Quest will fax the letter if the person has a fax number entered and Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest 153 the Fax Letters checkbox is marked in the record If these conditions are not met the letter will be printed If the print mode is set to e mail the person must have an e mail address entered and the E Mail Letters checkbox is marked within the record If these conditions are not met the letter will be printed Days Between These values determine when certain letters are scheduled to print e Open amp First Status Letter Set the number of days to print the first status letter After you print the Open letter the first status letter is scheduled this number of days later e Status Letters Set the number of days between status letters Status letters become due
178. ers Which letters do I want to send How often do I want to send letters Marketing campaigns consist of these elements Target List The Target List contains the group of people who will receive letters Letter List The Letter List contains one or more letters sent during a marketing campaign There is no limit to the number of letters in a Letter List Campaign Status A marketing campaign can have the following operational statuses o Incomplete The campaign is missing a component o Ready The campaign is ready to print the first marketing letter o Active The first letter of the campaign has been printed The campaign has scheduled letters to print in the future o Completed All letters of the campaign have been printed o Cancelled A once active campaign has been cancelled Start Date The date the marketing campaign begins Campaign Manager Features The Campaign Manager provides various features for creating and managing marketing campaigns Mortgage Quest User Guide Version 4 1 7 Managing Marketing Campaigns 107 To display the Campaign Manager ET Campaign Manager Campaigns _ Show In Touch Today Campaigns After Loan Cycle E after Loan Cycle E referral E shop Purchase E shop Refinance Loan Cycle Referral Refi Shopping purchase Shopping refinance Campaign Description New Contains 10 letters designed to stayin contact with people after the 12 Loa
179. est adds borrower records to the Loan Cycle based on their open and close dates Switch Mail Address Mortgage Quest User Guide Version 4 1 7 If marked Mortgage Quest switches the property address to the mailing address fields when the borrower loan status is closed This allows future mailings to be received at the new address This only applies to primary loans Track Birthdays If marked Mortgage Quest translates imported borrower and contact birthdays into birthday events A birthday event doesn t use the year the person was born it uses the current year so it can track it and remind you when it is going to expire during the year Create Balloon Arm Adjust Dates If marked Mortgage Quest creates and tracks these dates based on data imported from the 1003 Match Loan IDs If marked Mortgage Quest checks the Loan ID field to determine if a borrower record exists and should be updated or it is a new transaction and creates a new record Set Loan Cycle Email Mode If marked Mortgage Quest automatically sets the Loan Cycle Send Mode to e mail when records are created either manually or from importing Remove Last Import This feature removes borrower and contact records recently imported Its purpose is to remove records incorrectly imported It can be especially useful if data fields from a file or ACT are mapped incorrectly You can remove the imported records remap fields and then import again Note Only
180. et the Desired Rate field to zero so that the Event Monitor will no longer display the borrower Resetting Events The borrower and contact events can be reset from a number of places in Mortgage Quest e The Event Monitor screen has a Reset All button Select the event and click Reset All to reset all events e The Card File View screen has a Reset Event button Select the person in the list and click Reset Event to reset the date e You can manually change the expired date of an event in a borrower s or contact s record For example enter another date into the Action date field This will reset the event Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest Selecting Options Mortgage Quest has many options that allow you to determine how various features work Select Tools Options to display the options screen General Options General options allow you to customize data entry styles and general features S Options g Printing Importing Tuning Network Outlook Faxing i Time amp Chaos Loan Cycle Events E Mail Options E Mail Setup Capitalize Names M capital Stationery Cost 0 00 7 eer M Automatic Zip Code Postage 0 37 Search Company Name Os pany Commission Split 50 00 C Hide Unused Custom Fields Overage Split 50 00 Hide Unused Interest Fields Show Field and Item Help Default Trans Type Refinance iv F Show Last Record Displayed on Startup On S
181. etter or send an e mail to a group of people The group is defined by a query you create to select records in the borrowers or contacts database See the section on Using Queries to Find people for more information on how to create queries To send a letter or e mail to a group of people 6 7 8 9 Go to the Borrowers or Contacts database Select Group Set Group and choose the query that defines the group Select File Printed Letter Group Letter or File E Mail Letter Group E Mail Select the letter or e mail from the list displayed and that letter or e mail will be sent to everyone in the group If you are sending an e mail only records with e mail addresses are selected Broadcast E Mail This feature allows you to e mail an HTML document to a group of people Mortgage Quest sends the document as is to everyone in the group It doesn t perform any mail merges with Microsoft Word and everyone in the group gets the same document Before using this feature perform the e mail test setup to verify that you can send e mail through Mortgage Quest successfully Select Tools Options and the E mail tab and perform the e mail test To broadcast an e mail 1 If e mailing borrowers only or contacts only go to the appropriate database If you re sending e mail to borrowers and contacts you can be in either database Mortgage Quest User Guide Version 4 1 7 2 Select File Send Broadcast E m
182. etters List 2 Go to the contacts or borrowers database to display the list of appropriate letters 3 Find the person in the Record list by typing the last name Mortgage Quest User Guide Version 4 1 7 Printing Sending Letters and E Mail e 143 4 When the person is found click on the name in the list hold the left mouse button down and drag the name to a letter in the Letters list Let go of the mouse button to begin the printing process To send a letter from the Card File View 1 3 nn With the Card File View displayed select a person Click Print Letter Fax Letter or Send E Mail A list of eligible letters displays For example if you are printing a letter to a contact only contact letters are displayed If you click E mail only e mail type letters are displayed Select a letter and click Select Mortgage Quest commands Word to print fax or e mail the letter The person s notes are updated with the name of the letter sent To send a letter from the Borrower or Contact Database 1 uP gt Go to the person s record Select File Send Printed Letter Single Letter or Select File Send E Mail Letter Single E mail A list of eligible letters displays Select a letter and click Select Mortgage Quest commands Word to print fax or e mail the letter The person s notes are updated with the name of the letter sent Send Letter or E Mail to Group This feature allows you to print a l
183. etters are designed to provide valuable information to your prospects and business associates The letters quote industry experts who give the information in the letters credibility The letters end with a request for referrals or their business Mortgage Quest marketing letters install into campaigns so all you have to do is tell Mortgage Quest who to send them to The next few sections describe each marketing module and the associated marketing strategy The following marketing letters are sold separately All marketing campaign letters come in print and e mail formats e Series 1 Special Letters to Specific Realtors e Series 2 Special Letters to Consumers e Series 3 General Letters to Realtors e Series 4 Special Letters to Realtors e Series 5 Special Letters to Past Borrowers e Special Interest Letters 24 Categories Series 1 Special Letters to Specific Realtors Series 1 letters are designed for specific categories of Realtors such as Top Realtor New Realtor Realtor Assistant and Alternate Sources of referrals Top Realtor Campaign Build long lasting relationships with top Realtors who can supply you with many referrals These value added letters provide effective strategies to help Realtors develop their business As a result your business will increase from their referrals Mortgage Quest User Guide Version 4 1 7 Marketing Letters and Strategies e 235 How to categorize listing prospects for effect
184. etters using Mortgage Quest you must have successfully installed and tested WinFax PRO version 8 0 or higher with Microsoft Word Follow the WinFax PRO installation guide test procedures and make sure you can fax a letter using Word If you have difficulties installing WinFax PRO please contact WinFax PRO technical support Market Focus Inc technical support cannot help you with any WinFax PRO installation problems When Mortgage Quest faxes letters it uses your word processor to perform the mail merge with the appropriate letter and the receiving person It then sends the merged document to WinFax PRO which schedules the fax in the Outbox The time the letters are actually transmitted is determined by the options selected in the Faxing Options screen WinFax PRO controls the faxing process and will update the Send Mortgage Quest User Guide Version 4 1 7 Log with the status of each faxed letter See Customizing Mortgage Quest for more information on Faxing options Entering Fax Numbers In order to fax letters you must enter valid fax numbers into the borrowers and contacts database Also Mortgage Quest has to know when to use the long distance and area code prefixes Tf the area code in the fax number matches the Fax Setup Local Area Code or it is empty it is considered a local call and Mortgage Quest will not add the long distance prefix or the area code If the area code is different from the Fax Setup Local Area Code it
185. fall borrowers and contacts are displayed the list will first contain all people whose last name begins with A When you enter a different last name in the Search Name field the list shows all people whose last name begins with that letter 3 If the list doesn t show all borrower and contacts Mortgage Quest searches only for people displayed in the list Note The Card File View icon on the Mortgage Quest main menu only displays a limited number of people to conserve memory Enter the last name of the person in the Search Name field to find a specific person The Card File View does Note The Card File View icon on the Mortgage Quest main menu only displays a not display all borrowers limited number of people to conserve memory Enter the last name of the person in and contacts at one time the Search Name field to find a specific person Select Button Depending on the Mortgage Quest feature the Select button allows you to select a person from the list in the Card File View Otherwise it will be dimmed to indicate that it is unavailable The Select button is available to select people for related parties groups or referral sources Go To Button 1 Highlight a person in the list and click Go To to move to the full record in the Borrowers or Contacts database 2 To return to the Card File View click the Return to Card File View button at the bottom of the screen Notes Button Mortgage Quest displays the notes window Reset Event Butt
186. for new leads based on the Check Every Minutes value Note Mortgage Quest must be running for auto checking to work e Add to These Campaigns When leads are imported they can be added to campaigns For each website form shown on the left select the campaign to be used when Mortgage Quest imports leads from that form To check leads manually 1 Select Services Integrated Websites Read Leads 2 Once the website is ready select Services Integrated Websites Setup and the following screen displays To show leads imported 1 Select Services Integrated Websites Show Requests lt Timeframe gt 2 A screen displays showing all leads received within the time frame selected Postcards and Greeting Card Campaigns Mortgage Quest has an order and tracking system for ordering postcards birthday cards and greeting card campaigns from In Touch Today www intouchtoday com Postcards In Touch Today has many different types of postcards that you can order through Mortgage Quest There are two different options available when ordering postcards You can order cards that are shipped back to you and you mail them or you can order cards that are mailed by In Touch Today Mortgage Quest sends the required information for both options to In Touch Today The turn around time for postcard orders is approximately 7 10 business days for orders that are printed and shipped back to you for mailing The turn around time for
187. formation about finding and purchasing a home Mortgage Quest User Guide Version 4 1 7 Customer Loyalty Marketing The Loan Cycle provides the capability to market to your new borrowers and contacts such as Realtors builders escrow agent attorneys and even the seller Each person in a loan transaction has the potential to reward you with referrals The purpose of the Loan Cycle is to continuously stay in contact with people you have done business with and ask for referrals Sending Loan Cycle letters on a periodic basis is a proven way to increase business from past clients and your business contacts The Loan Cycle letters are designed specifically for the purpose of the loan i e refinance or purchase and the type of person receiving the letter i e borrower listing agent escrow agent attorney builder etc The categories of letters include e Open Letters and E Mail e Status and Milestone Letters and E Mail e Close Letters and E Mail e 3 Month Letters and E Mail e 6 Month Letters and E Mail e 12 Month Letters and E Mail e Past Buyer Letters and E Mail The Loan Cycle is fully automated and starts as soon as you enter a borrower into the database and open a loan Mortgage Quest sends an Open letter and a series of Status letters to the Borrower and everyone in the related parties group When you enter a Close date into the Borrower s record a Close letter is sent The Close date is then used to track wh
188. g 197 Base loan amount Loan status Down payment Lock date Close date Estimated close date Application date Contingency date Purpose of loan Approval date ARM adjustment date Balloon adjustment date Commission Appraiser Appraised value Margin Points Lender Borrower social security Co borrower social security Borrower s self employment status Co borrower s self employment status Borrower s employer and address Co borrower s employer and address Borrower s occupation Co borrower s occupation Borrower s ethnicity Co borrower s ethnicity Borrower s salary Co borrower s salary Total income Co borrower work phone number Debt ratio Lifetime Cap Annual Cap Monthly payment Borrower s gender Co borrower s gender Borrower s years on job Co borrower s years on job Total debts Loan processor Selling agent information Escrow agent information Listing agent information Builder information Attorney information Seller information Separate database records are created in Mortgage Quest and automatically assigned to related parties of the loan Mortgage Quest Fields Exported to POINT The following fields are used to create a POINT borrower or prospect file from Mortgage Quest data Borrower name Co borrower name Hom
189. gage Quest User Guide Version 4 1 7 e Enter Date Range Enter the date range that will be used to select records for the report The type of date used is listed below the fields o All Data Selects all data for the report o Month Select a month for the date range o Year to Date Enters the year to date o Enter date range directly into the fields e Print Print the report e Preview Previews the report e Edit Edit the Report Form Not all reports can be edited Be very careful when editing predefined reports Limit your changes to formatting If you delete a field you might not be able to run the report Borrower Reports Related Parties Report This report shows the borrowers and all the contacts involved with the loan transaction It uses the date contacts were assigned to loans Borrower List This report generates a list of borrowers It uses the borrower Create Date field to select borrowers for the report Borrower Profile This report shows the information of the borrower currently displayed It does not use a date range to select people However you can edit and preview the report Closing Report This report summarizes all your closed loans during a specific time It uses the Estimated Close Date to select records Commission Forecast This reports shows earned commissions on closed loans It uses the values in the Commission field It does not calculate commissions The Close Date is us
190. gage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 39 Select View Toolbars Hide Record Toolbar or Show Record Toolbar To move the Record Toolbar Click on the toolbar and drag it to a new location on the screen You can change the toolbar shape by clicking on the edge of the toolbar and dragging the corner To reset the Record Toolbar position Select View Toolbars Reset Toolbar If the toolbar has been moved you can double click on it to reset to its default position The following describes each toolbar feature BExhH lt eerquvecce T 6 O80 Display first record Display previous record Display next record Display last record Create new record Save changes to record Undo changes to record Attach files to record Duplicate record Merge Record Print record summary Delete record Find record Display records in spreadsheet view Display company list Set or clear bookmark Assign borrower or contact to a related parties group Display letters and e mail sent and received from borrower or contact Display user registration information Refresh the borrower and contact screen data Log an inbound or outbound call Mortgage Quest User Guide Version 4 1 7 A Show dashboard screen Entering New Borrower and Contact Records Create a new borrower record for each loan transaction There are several ways to create a new database record New Icon Click t
191. ge Fields 251 B_LSTICPNY B_LST2LAST B_LST2FIRS B_LST2CPNY B_ESCRLAST B_ESCRFIRS B_ESCRCPNY MERGE1 MERGE2 MERGE3 MERGE4 MERGES Assigned listing agent company Assigned builder last name Assigned builder first name Assigned builder company Assigned escrow or attorney last name Assigned escrow or attorney first name Assigned escrow or attorney company name User defined merge field 1 User defined merge field 2 User defined merge field 3 User defined merge field 4 User defined merge field 5 Mortgage Quest User Guide Version 4 1 7 A Comment CText9 Platform Printed Manual _ Comment CText10 Platform Printed Manual A Comment CText11 Platform Printed Manual Signature Scanning Template Sign your name in the box below and then scan this page Use scanning or other graphic software to set signature dimensions to about 134 pixels high at 300dpi This image must be saved as a bitmap file For photos dimensions should be about 324x414 pixels at 300 dpi Note Do not touch or cross the borders when signing in the box below Allow some space between your signature and the border so that the scanner can select the signature without including the border Market Focus offers signature scanning services for a fee of 25 per signature Please mail us the original signature s signed in the box above along with your payment The scanned signatures can be sent to you via e mail or on di
192. gned listing agent company Assigned builder last name Assigned builder first name Margin for the loan Assigned builder company Assigned escrow Attorney last name Assigned escrow Attorney first name Assigned escrow Attorney company Loan status other data line 1 Loan status other data line 2 in letters Loan status other data line 3 Loan approval date Loan processor name Base loan amount Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Merge Fields 245 B_APPRAIS B_ANCAP B_APRVAL B_POINTS B_CLOSE2 B_TOTINCOM B_TOTDEBT B_MOPAY B_LENDER B_TARGRATE B_INDEX B_EMAIL R_PREFIX R_LAST_NAM R_FIRST_NA R_INITIAL R_TITLE R_HOMEPHON R_WORKPHON R_WORK_EXT R_CARPHONE R_FAX_NUMB R_STREET R_CITY R_STATE R_ZIP R_COMPANY R_LP_FIRST R_LP_LAST R_LP_FIRS2 R_LP_LAST2 R_PAGER R_EMAIL R_WEBSITE MERGE1 MERGE2 MERGE3 MERGE4 MERGES MERGE6 MERGE7 MERGE8 MERGE9 Appraiser name Lifetime cap Appraised value of home Points Second mortgage closing date Borrower total income Borrower total debt Monthly payment Lender name Desired interest rate for the borrower Loan index used Borrower email address Your personal title Your last name Your first name Your middle initial Your title Your home phone number Your work phone number Your work extension Your car phone Your fax number Your street address Your city Your state Your Zip Code Your company Your assistant first na
193. h referrals Sales communication Customer satisfaction Presentation basics Having fun at work Keep customers coming back Customers as family Retaining unhappy customers 0 How to remember names Mortgage Quest User Guide Version 4 1 7 Builders Campaign Build long lasting relationships with builders in your area These 10 letters provide effective tips and strategies for helping builders with their business As a result you ll benefit from their referrals 1 2 3 4 5 6 7 8 9 1 Survey tips from the National Association of Home Builders Sample questions for a home buyer satisfaction survey More tips for developing a customer survey How to run an effective meeting Importance of quality checks How to improve your communication at work Guidelines for computerizing your business Software and hardware considerations for a computer system Creative management ideas for the home builder 0 Tips for implementing a new computer system Series 3 General Purpose Realtor Letters Build long lasting relationships with Realtors in your area These 50 letters provide effective tips and strategies for helping Realtors build their business As a result you ll benefit from their referrals Realtors Campaign 1 1 2 3 4 By 6 T 8 9 1 Tips for successful direct marketing Techniques for effective listening How to make a successful cold call How to market yourself to the FSBO How to focus and
194. he Close Date field is used to determine when the 3 6 12 month letters become due to print for the borrower and related parties group After the 12 month letter is printed the borrower is transferred to the After Loan Cycle campaign that schedules home ownership letters to the borrower quarterly for the next 3 years Mortgage Quest User Guide Version 4 1 7 Communicating with the Related Parties Group This feature allows you to send an e mail or print a letter to everyone involved with the loan For example you may want to let everyone know when key milestones occur such as when the loan has been approved or funded Only borrower type letters can be emailed to the group Also everyone in the group will receive the same e mail or letter Therefore letters should be written so they are appropriate for the different types of people involved such as listing agents selling agents sellers borrower etc To send an e mail or letter Go to the borrower record Select File Send Letter or Email to Related Parties Select the letter or e mail to send A list of people involved with the loan is displayed See below If you do not want a person to receive the letter unmark the checkbox Click Send Oy Gu Pho WT Send E Appraisal Received to Related Parties Name Company Relationship Bob Abhas Borrower Leslie Albritton Cornerstone of Matthews Homes Listing Agent Aimeedjennifet TICOR Selling Agent Leigh Bariteau Remax
195. he New B icon The borrower or contact screen appears with blank fields Duplicate Icon Click the Duplicate D icon The Duplicate command creates a new record with the same information as the one displayed Menu Select Record New from the upper menu You can also click the right mouse button to display a short cut menu and select New Creating Borrowers from Contact Records To create a borrower record from an existing contact record 1 Go to the record in the contact database 2 Select Record Create Borrower Record Creating Contacts from Borrower Records To create a contact record from an existing borrower record 1 Go to the record in the borrower database 2 Select Record Create Contact Record When your past borrowers purchase other homes or refinance their existing homes you should create a new borrower record Since each borrower record represents a loan transaction you should add the borrower again and record the details of the new loan You should then go to the duplicate borrower record and set the Mail Status to Don t Send Letters If you modify the existing record for the new transaction you will lose information about all past loans with customers This affects loan reports When your past borrowers purchase other homes or refinance their existing homes you should create a new borrower record Since each borrower record represents a loan transaction you should add the borrower again and record the deta
196. he default port is 11091 Click Advanced and enter a different port number if needed 5 Ifthe Encompass Server is installed on a Web Service IIS enter the IP address of the server The default port for No Encryption is 80 and 443 with Encryption The default virtual root is Encompass Click hat ae Mortgage Quest User Guide Version 4 1 7 Importing 201 Advanced to enter a different Port number and the virtual root if needed wi Setup Wizard for Encompass Networked Encompass Server Location C Web Service IIS No Encryption SSL C Web Service IIS with Encryption SSL Browse SERVER Advanced Select the location of the Encompass Server Back Next Close Cancel Help 6 Enter the Encompass Login and password information to log into the Encompass Server as shown below 7 Mortgage Quest controls which loans are imported based on your Encompass Organizational Hierarchy If you want to import all loans for a branch or company enter a user that has the appropriate role to see all loans such as a Manager or Branch Manager 8 Click Test Login to verify that you can log into Encompass Setup Wizard for Encompass Networked X Encompass Login Information Login Name Bob Smith Password lt lt O O Test Login cogi Enter Encompass Login Name and password Back Encompass Offline Setup Close Cancel Help 1 Select Encompass Offline from the Read Dat
197. he person entered If it finds the person a message appears to confirm the assignment e If Mortgage Quest doesn t find the person a message asks if you want to add the person Click Yes and a screen appears to add the person Enter the desired information and click Save e You can enter the exact name or a partial name For example you can enter a D in the last name field to display all people whose last name begins with D e Highlight the person to assign and click Select Removing Referrals 1 Go to the borrower record and click the Marketing tab 2 Click Remove Referral Referral Fields When you assign a referral Mortgage Quest updates three fields e Referrals Given total number of referrals the borrower or contact has given you Borrowers or Contacts database e Referred By name of the person who referred the borrower to you For Borrowers only Mortgage Quest User Guide Version 4 1 7 e Lead Source group of the referring person or other lead source you can define Automatically set to the group of referring person or you can select a source from the list For Borrowers only View Referrals Given This feature shows a list of all referrals a borrower or contact has given you 1 Go to the person s record in either the Borrowers or Contacts database 2 Select View Referrals Given A report is available which shows a list of referrals given Select Reports General Reports Referrals Received Cr
198. ia gt Zoom Out a Click here to view in your browser j 27 E ree Dear Adam Time fo plan G Select All Marks everyone in the list to indicate they will receive e cards Select None Unmarks everyone in the list to indicate they will not receive e cards Send E Cards Mortgage Quest sends e cards to all people who have a checkmark Customize You can customize each e card such as changing the subject line or adding a personal message Click on a person s name and click Customize The screen below displays Change Tf there is more than one version of an e card such as birthday e cards you can select the one you want for each person Click on a person s name and then click Change Select the e card desired Zoom Out Zoom In Mortgage Quest User Guide Version 4 1 7 Displays the e card in more detail so you can view the personal message and other information Customizing E Cards You can customize e cards in a variety of ways such as changing the default e mail subject line and creating a personalized message You can customize e cards individually for each person or apply the customization to all e cards Click Update All E Cards to update all e cards for all people in the list Customize E Card for Rosa Aballi Happy Valentine s day E Mail Subject A v Custom E Card Message C Update All E Cards Save Clear Cancel Close Sending Single E Cards You can send individual e ca
199. ically You must also exit Word before you print letters through Mortgage Quest Mortgage Quest Letters Mortgage Quest letters have three components e Letter name e Microsoft Word document e Letter type Letter Name The Mortgage Quest letter name is used to identify the letter When you use the letter within Mortgage Quest you reference it by the letter name not the actual Word document Microsoft Word Document When you create a letter through Mortgage Quest it creates a Word document The document name consists of a letter seven numbers and three digit extension such as 10001322 ms6 The document does not use standard extensions such as DOC because this helps to distinguish between Mortgage Quest letters and other Word documents Mortgage Quest links the letter name to the Word document Although you may edit the Word document directly we recommend that you always edit letters through Mortgage Quest That way you are assured that you are editing the correct document Letter Type Each letter has a specific type to identify the kinds of people who will receive it Mortgage Quest User Guide Version 4 1 7 Managing Mortgage Quest Letters 127 Note Letter Type is very important because it restricts who can receive the letter For example if you create a contact type letter it will not be available if when you create a borrower type campaign e Borrowers Only e Contacts Only e Borrowers and Contacts e LC_C
200. ield Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 33 The Greeting field is generated automatically when you first save contacts data is created automatically when you save the record or when you click the Greeting button You may also type in a different greeting if you prefer The Greeting field is used as the salutation in letters to Contacts Greetings can be formal or informal For example Dear Mr Smith is a formal greeting Dear Robert is an informal greeting The type of salutation is determined by the style you select Select Tools Options and the General tab to set this option The greeting field is created automatically when you save the record or when you click the Greeting button You may also type in a different greeting if you prefer Company Name As you enter the company name Mortgage Quest searches for existing companies and will add the address information as you type To select the company displayed press Tab or Enter When there are no matching companies the address fields will be blanked Continue typing the company name and press Tab or Enter when completed The company information will be added to the list when you enter and save the address information To turn off this feature select Tools Options and click General Unmark the Search Company Name box Addresses All letters are sent to the mailing address If you want to send letters to the home
201. ig picture or create reports by individual loan officer Everything you need to know about your sales activity is in one central location Improves Quality Control Mortgage Quest has many features which can be customized to meet your particular needs For example you can edit or create marketing letters and reports Mortgage Quest Multi User version improves quality because once these modifications are made they can be used by all loan officers Now you can be sure that all customer correspondence is of the highest quality and is used consistently by all loan officers Mortgage Quest User Guide Version 4 1 7 Multi User Features Administration There are features available for adding and removing users to the system as well as giving users system privileges See View User Registration Multi User version for more information on these functions Logon and Passwords When users start Mortgage Quest they select their name from a list of registered users and enter a password Initially the password is blank To change a password 1 Select File Administration View User Registration or click the icon 2 Select a user from the list at the bottom right side of the screen 3 Click User Options 4 Enter or change the password 5 Click OK Network Features A Network menu option provides the following functions Show Users Logged On Display a list of people logged on Show Record Locks Display a list of re
202. ignature file 6 When you are finished selecting setup options click Close In Touch Today Setup for Mary Brewer Postcard Setup EE jo Appreciation J appreciate the opportunity to serve you IfI can do anything at all for you in the future please let me know Greeting card not to scale and only a sample for the setup Signature l Close cancel l Help The Greeting Card Setup screen has the following options e Signature Click Signature and select the TIF file that contains the loan officer s signature The graphic must be black and white and the dimensions must be exactly 1200 by 300 pixels or 300 DPI 4 x 1 Set Order Products and Services Permission Optional If you are using the Multi User Enterprise version of Mortgage Quest do the following to give individual users permission to order products and services 1 Select the user from the user list on the registration screen 2 Click User Options 3 Mark Order Products and Services checkbox to allow this user to order products and services If the checkbox is unmarked this person cannot order 4 Click OK 5 Repeat the steps above for each user Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services 219 Ordering Postcards Mortgage Quest has a card ordering system that allows you to order many different kinds of postcards from In Touch Today Mortgage Quest tracks all cards ordered so you
203. ils of the new loan You should then go to the duplicate borrower record and set the Mail Status to Don t Send Letters If you modify the existing record for the new transaction you will lose information about all past loans with customers This affects loan reports Data Entry Options Mortgage Quest allows you to set data entry options for your databases Select Tools Options and click the General Tab Automatic Capitalization The Capitalize Names option allows you to enter information without worrying about capitalization Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 41 When entering borrower and contact last names the auto capitalize feature correctly capitalizes names beginning with Mc Mac and O such as McDonald MacDonald and O Neal Hyphenated last names are also capitalized correctly such as Bently Smith When entering company names such as ABC Realtors the ABC is not capitalized Mortgage Quest will not capitalize any part of a company name that is 3 characters or less In these cases you need to provide the correct capitalization Note If Mortgage Quest doesn t capitalize a name correctly press Tab to leave the field and then click in the field to make changes Automatic Zip Code Entry The Automatic Zip Code option automatically inserts the city and state information when you enter a zip code Mortgage Quest searches the zip code database for this information If a
204. interest checkbox to a campaign 1 Sy et Create the marketing campaign using the Campaign Manager If you want to add both borrowers and contacts to the campaign create a Both type of campaign Click Map Select Map Borrowers or Map Contacts interests and click Select Select the interest to map from the left list Select the campaign from the right list Click Map Repeat steps 3 and 4 to map other interests Click Close when finished Mortgage Quest User Guide Version 4 1 7 Managing Marketing Campaigns 115 Adding People to Marketing Campaigns After a marketing campaign is created you can add people to a campaign from the Borrower and Contacts databases and from the Card File View You can add one person or a group of people to any ready or active campaign To add a person using drag and drop and the campaign list 1 2 3 4 5 If the campaign list is not showing select View Lists and Show Campaigns List Go to the Contacts or Borrowers database to display the list of campaigns Find the person in the Record list by typing the last name When the person is found click on the name in the list hold the left mouse button down and drag the name to a campaign in the Campaigns list Let go of the mouse button An options screen appears See screen below To add a person to a campaign from a menu command 1 Go to the person s record in the contacts or borrowers database Select File
205. is 0 the first letter is due to print on the day you add the person to the activity series M New Lead Activity Series Name Type Events Activities Days Add Independent Task Conduct Initial Interview g A fa Add Dependent Task Run Credit Report Add Dependent Campaign Guaranty Letter _ Add Dependent Task Schedule High Trust Interview Add Dependent Task Conduct High Trust Interview _ Add Dependent Campaign Prequal Letter ooo00o v v lt Add Task 0 Add Edit Remove Days Action Days l Back l Next Close Cancel Help The Select Activities screen has the following features e Add Add an Outlook task or add to campaign based on the Action value e Edit Edit an Outlook task definition e Remove Remove an Outlook task from the list e Days Change the number days value Mortgage Quest User Guide Version 4 1 7 Step 4 Define Activity Events Optional An activity event determines automatically when to add and remove people to and from the activity series For example add a borrower to an activity series when the status is Prospect and remove the borrower from an activity series when the status is Client An activity event consists of the action to take i e Add or Remove the database trigger field to monitor e g Borrower Status and the trigger value e g equals to Client Mortgage Quest monitors the events you defin
206. is feature allows you to track any newsletter through Mortgage Quest just like a regular marketing campaign Although Mortgage Quest will not print newsletters it reminds you to send each newsletter prints labels for mailing and keeps track of each newsletter sent by noting this in the individual s record Bice Comment CText7 Platform HTML Help 1 x A newsletter is typically This feature allows you to track any newsletter through Mortgage Quest just like a produced by a program other regular marketing campaign Although Mortgage Quest will not print newsletters it than your word processor reminds you to send each newsletter prints labels for mailing and keeps track of such as Publisher or each newsletter sent by noting this in the individual s record e e ssseee aed g Comment CText8 Platform Printed Manual Pagemaker To track newsletters with Mortgage Quest 1 Create blank letters using Word for each newsletter you want to send Give each letter a name that describes the newsletter being sent such as Realtor Newsletter 1 Realtor Newsletter 2 etc When you create the letter don t type any text because you never actually print this letter It is used mainly to help keep track of which newsletter to send For instructions on creating new letters see Managing Mortgage Quest Letters 2 Create a new campaign using the Campaign Manager and label it according to the purpose of the newsletter e g Realtor Newslet
207. is sent to you The e mail updates the corresponding task and the e mail is deleted Note This scenario assumes people assigned to tasks receive their e mail through Outlook If they receive e mail through a program other than Outlook e g Hotmail Yahoo or AOL they will receive an e mail message containing the task subject However they will not be able to accept decline or send status back automatically Instead they can reply to you via e mail and you must manually track the status of the assigned task Mortgage Quest User Guide Version 4 1 7 ft E Mail Recipient List Name E mail Address a Assistant Joe Loans com Bob Ho Bob toans com v lt gt The E mail recipient list has the following features e New Create a new recipient entry e Edit Change a recipient entry e Delete Delete a recipient You cannot delete a registered Mortgage Quest user or a person who is assigned to an activity series See Using the Activity Manager In this case you will need to reassign all activities assigned to the person you are deleting Note Where possible use the role of the person instead of the actual name That way if you need to make a change you can simply change e mail addresses of the person e Report List all activities this person is assigned Useful for deleting a recipient Displaying All Outlook Activities All Outlook tasks and appointments can be displayed on the Outlook Ac
208. itions from one place to another For example if you have two conditions The Move button moves the first condition to line 2 The second condition is now line 1 1 Select the line with the condition to move 2 Click Move A check mark appears in front of the condition 3 Select the line where you want to move the condition 4 Press Enter or double click the condition In this tutorial you will set a group view for loans greater than 270 000 that closed in 2008 This query has the following parts e Fields Loan amount and closing date e Operators greater than and between two dates e Connectors AND Final Query Loan amount is greater than 270 000 AND the close date is between 01 01 07 and 12 31 07 Getting Ready to Use the Query 1 Go to the Borrowers database 2 Create two borrower records with the following information Borrower 1 e First Name Elizabeth e Last Name Roleder e Loan Amount 350 000 e Close Date 01 20 07 Borrower 2 e First Name Cynthia e Last Name Kasten e Loan Amount 590 000 e Close Date 11 29 07 Select Group Set Group Creating the Query 1 Click New 2 Enter a title such as Loans in 2002 over 270 000 and click OK 3 Step 1 Pick a Field Mortgage Quest User Guide Version 4 1 7 Using Queries to Find People 95 e Select the Loan Amount field in the list and click Next 4 Step 2 Pick an Operator e Click Greater than 5 Step 3 Enter a Value
209. ive time management Effective strategies for handling and delegating paperwork How to increase buyers commitment Techniques for getting referrals Strategies for selling every listing Rules for listing information Checklist for a smooth transaction Emergency tactics for closing a sale How to get neighbors to an open house 0 How to use benefit summaries to sell houses New Realtor Campaign Build long lasting relationships with new Realtors beginning their careers Give them useful strategies and tips for success and they will reward you with referrals 1 2 3 4 5 6 7 8 9 1 How to find and use mentors Resources for generating business How to make the most from each telephone call Techniques for making appointments over the phone Guidelines to develop a farm 10 magic questions to ask prospects How to be well equipped with the Tools of the Trade Dealing with cultural diversity Techniques for closing the deal 0 Tips for calling prospects Realtor s Assistant Campaign Develop relationships with Realtor assistants with these effective strategies to improve their job performance It s the assistant s job to know what is going on and they are in an ideal position to send business your way 1 2 3 4 5 6 7 8 9 1 Effective time management techniques Creative ideas for dealing with stress in the workplace Turning time into money Evaluating levels of performance Improving service Setting g
210. k Close when finished to save changes Mapping Rep IDs in a Multi User System vA If you are using the Multi User Enterprise system you should map Rep IDs for all Mortgage Quest users The following is a method for mapping and verifying Rep IDs Loan officers that don t have mapped Rep IDs are ignored 1 Map all Mortgage Quest users to Rep IDs If there are Rep IDs of people no longer with the company map them temporarily to Mortgage Quest users After you import data for these users map them to their actual Rep ID 2 Select a Mortgage Quest user and click Read Borrowers to import borrowers 3 Verify that the correct records were imported for the user If they are incorrect click Remove Last Import and correct the ID mapping problem 4 Repeat steps 2 and 3 for all loan officers 5 When all data has been imported you can use the All Loan Officers option with confidence that the Rep IDs are correctly mapped Display Import Results When you import data you can choose to display the import results This allows you to see which records will be updated and added You can also select which records to import and which to skip Mortgage Quest User Guide Version 4 1 7 Q Borrowers to be Imported Action Name Property Address Open Date Close Date Rep ICa Update Aballi Rosa 192 Aldonquin Trail Ashland MA 09 09 2003 sf Update Adams Lynda 2027 Teton Parkway Algonquin IL 04 15 2003 ft Update Affolter David 93
211. k New and the following screen appears Note When you click New there will be no tasks defined in the list if you click Edit there will be tasks defined in the list Click on the task and the information will appear at the bottom of the screen where you can change values S Open Loan Be Task O Call title Days After Date Entered Assigned C Order Appraisal 1 Open Date 2 0Open Date Task Description Due Days After Date Entered Assigned To The Checklist screen has the following options e New Adds a new task to the checklist e Task Description Enter the name of the task e Due Days After Enter the number of days the task will be due from the Date Entered value field For example if you enter a 2 and select Open Date from the Date Entered list the task due date will be set to 2 days after the Open date e Date Entered Used to calculate the task due date automatically When a date value is entered into the borrower record field the due Mortgage Quest User Guide Version 4 1 7 date for the task is set to the date entered into the field plus the number days entered in the Due Days After field For example if you select Close Date and the value in the Due Days After field is set to 7 this task is due 7 days after the close date entered into the borrower record Values include Approval Date Close Dat
212. k jet printers are not recommended for campaign mail merge print jobs Color or monochrome monitor Microsoft Word 2003 or higher Microsoft Outlook 2003 or higher for the Interface module WinfaxPro 10 03 or higher if you want to fax letters through Mortgage Quest Internet Service Provider that provides SMTP e mail compatibility to e mail letters through Mortgage Quest The requirements listed above are minimum specifications Mortgage Quest may run on computers that do not meet these requirements As the machine specifications lower from the requirements above program performance degrades and some features may not work properly Market Focus technical support is limited to servicing computers that meet the requirements above If your machine does not meet these requirements Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Setup 3 and you plan to use it primarily for Mortgage Quest please upgrade the computer accordingly Installation and Setup Procedures Installing Mortgage Quest from CD 1 Close all programs currently running 2 Insert the Mortgage Quest installation CD into your computer Note After a few moments the Mortgage Quest installation screen should appear If it does not appear open the My Computer icon and open the icon for the Mortgage Quest CD Double click the Setup file 1 Click Next 2 Click Finish Registering Mortgage Quest Single Version Perform the following steps to start and
213. k this option otherwise it will be overwritten with Francis when his record is updated Create ARM and Balloon Adjust Dates Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest 165 If marked Mortgage Quest will create these dates from Calyx Point and Encompass imported data only Add to Loan Cycle If marked Mortgage Quest adds borrower records to the Loan Cycle based on their open and close dates Switch Mail Address If marked Mortgage Quest switches the property address to the mailing address fields when the borrower loan status is closed This allows future mailings to be received at the new address Track Birthdays If marked Mortgage Quest translates imported borrower and contact birthdays into birthday events so they can be tracked Match Loan IDs When importing loans use the Loan ID to determine if the borrower record already exists in Mortgage Quest Match Loan IDs When importing loans use the Loan ID to determine if the borrower record already exists in Mortgage Quest Import Partial SSN If marked Mortgage Quest imports only the last 4 digits of the social security number Outlook Options These options control how Mortgage Quest interacts with Microsoft Outlook eS Options xi General Loan Cycle Events Printing E Mail Options E Mail Setup Faxing i Importing Time amp Chaos Tuning r V Use Outlook Add Loan Details to Notes Enable Events
214. le 3 The file name created defaults to the borrower s last name and the first letter of the first name e g smithj fnm Enter a different name if desired 4 Start your LOS program and import the Fannie Mae file you created from Mortgage Quest Fannie Mae 3 2 fields imported and exported from Mortgage Quest Borrower name Co borrower name Home address Property address Borrower gender Co borrower gender Borrower marital status Co borrower marital status Borrower email address Co borrower email Address Borrower home phone number Co borrower home phone Borrower work number Co borrower work number Borrower employer Co borrower employer Borrower occupation Co borrower occupation Borrower work address Co borrower work address Borrower self employment status Co borrower self employment Borrower SSN Co borrower SSN Borrower marital status Co borrower marital status Borrower age Co borrower age Borrower birthday Co borrower birthday Borrower salary Co borrower salary Loan amount Appraised value Sales price Interest rate Purpose of loan Appraiser ARM caps ARM margin Genesis 2000 Interface User Notes The Mortgage Quest Interface Kit allows you to read data directly from Genesis 2000 and create Mortgage Quest borrower and contact records Genesis Fields Imported int
215. lete images that are no longer used so you can keep below this limit e Print Print a list of all graphic files uploaded to the image website This is useful when inserting them into Word documents How to Insert Images in Word Documents Select the Letters Manager icon on the left toolbar Create a new e mail or edit an existing e mail letter Click in the Word document where you would like the image to appear In Word select the Insert Picture In the filename field type the complete path of the image folder and the file name For example enter http www marfocus com images my folder birthday jpg Myfolder is your folder name and birthday jpg is the name of the image file you want to reference 6 IMPORTANT Click the down arrow next to the Insert button and select Link to File Gu Geko Insert and Link 7 The image should appear in the Word Document If it does not appear check the spelling of the path and filename 8 Close the Word Document and test the e mail by sending it to your e mail address If the images do not appear then you didn t select Link to File option or the image filename was misspelled Adding P S Statements The Postscript Setup screen allows you to specify 4 unique P S Statements for your letters Mortgage Quest adds a Word textbox below your signature When the letter is printed Mortgage Quest will insert the P S statement into the letter as determined by the options selected be
216. lete the e mail stored in Outlook e E Mail Received Display all e mail received from this person To display e mail received from a borrower or contact 1 From Mortgage Quest go to the borrower or contact record 2 Click I and select E Mail Received You can also select View Letters amp E Mail E Mail Received from Person 3 The screen below shows all e mail received from the person M E Mail Received from Bob Wampler Sender Subject Date A Bob Wampler FY Bob Test Joe Borrower 06 08 05 11 37 AM Bob Wampler RE Outlook task 06 08 05 11 34 AM Bob Wampler RE Useful links for Mortgage Quest 06 07 05 08 56 AM From Bob Wampler Sent Tuesday June 07 2005 11 42 AM Subject RE Useful links for Mortgage Quest RE Outlook personal choice as plan to use it with my PDA phone Bob Wampler Certified Mortgage Advisor Reply Print Delete E Mail Sent l Close The E Mail Received screen displays all e mail received from the borrower or contact through Outlook s Inbox It has the following features e Reply Displays the Mortgage Quest e mail editor so you can reply to the e mail selected The e mail sent is tracked through Mortgage Quest e Print Print the e mail e Delete Delete the e mail stored in Mortgage Quest This does not delete the e mail stored in Outlook e E Mail Sent Display all e mail sent to this person Track Rate Locks in Outlook Mortgage Quest h
217. letters Mortgage Quest User Guide Version 4 1 7 e Status Letter Recipients Marked checkboxes means the person will receive status letters Unmark checkboxes means to skip status letters Removing People from the Loan Cycle During the Loan Cycle there may be times when you no longer want to send letters to certain people involved with a loan The following methods are provided To remove a person from the related parties group 1 Go to the borrower record and click the Assign Related Parties ba icon 2 Double click on the name or select the name and click Remove to remove the person from the list To prevent a person from receiving any letters at all Go to the person s database record and set the Mail Status to Don t Send Letters To cancel the Loan Cycle for a specific borrower 1 Go to the borrower record 2 Set Loan Status to Remove from Loan Cycle Types of Loan Cycle Letters Open Letters The Open letter is sent to the borrower and related parties group when the loan status is set to Open There are open letters for purchase and refinance transactions Status Letters Mortgage Quest sends Status letters on a periodic basis to borrowers and the related parties group after Open letters are printed Information in the borrower s Loan Status screen is merged into status letters People receive Status letters until the loan closes The Close Date field is used to determine when the loan closes
218. list of contacts in the Card File View select View List of Contacts View List of Borrowers To view a list of borrowers in the Card File View select View List of Borrowers View List of Companies To view a list of companies from the Contacts database click the Company List icon or select View List of Companies Mortgage Quest selects the companies based on the company street address If a company doesn t show up in the list check Mortgage Quest User Guide Version 4 1 7 to see if it has a street address You can change company address information and use the update feature described below to change records Company Information Intero Real Estate A Company Lennox Realty Keller Williams Py Keller Williams Realty Address 21 77 Positas CT Keller Williams Realty Suite 100 Keller Williams Realty City Livermore State CA Keller Williams Realty z x Realty Group Zip 94551 Leo Grote LPA Telephone 925 243 6666 Matthews Homes n North American Title Company Fax Ga E ORANGE COAST TITLE ESCROW Website Number of people in company 2 Enter Inserts company information into the current Contact record Update Updates all contact records that match the company address This provides an easy way to correct any errors in a company address or change an address if a company moves Undo Reverts any changes made to the company data Report Lists the people associat
219. load List one at a time by clicking Add gt Click Add All to add everyone You can also use the Query feature to find specific groups of people to receive postcards For example you might define a query to find all borrowers and contacts whose Mortgage Quest status field is set to Client For more information on how to use queries see the section on Using Queries to Find People Click Next Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services 221 Select People to Receive Cards Borrowers and Contacts Upload List Bonds Henry C 4 le Borrower Joe B Cannon Terry C Focus Market C Freeland Steve C Add gt List Agent Larry C Murphy Kellie C Add All Plann 1 Select Query lv Total 8 Query Used Total 0 Here Add Product to Order The screen below shows a summary of the product you are ordering and the cost n After reviewing the product summary click Add Product to Order 2 Mortgage Quest then asks if you want to add additional products If you click Yes you will be transferred to the Select Product and Order Options screen otherwise the Submit Order screen displays 3 Ifyou want to clear all products added to the order and start over click Clear Entire Order Add Product to Order gxi Account Balance 150 00 Product Postcards Category Recipe Item R001 M Description Beef Stuffed Peppers lal iv
220. loan officer s data you can reassign records to another user Mortgage Quest User Guide Version 4 1 7 Chart Section Features The Chart Section of the dashboard shows charts generated from records selected by the filter applied in the Upper Section There are three categories of charts that can be displayed Leads Pipeline and Production The Show Charts list in the Upper Section determines which type of charts is displayed All charts can show the number of files or the total dollar amount as specified in the Upper Section Also click on a chart to increase or decrease the size of the chart e Lead Charts The Lead Charts show you where your leads are coming from and what sales stage they are in o Lead Source Chart Summarizes data from the Lead Source field in the Marketing tab o Lead Type Chart Summarizes data from the Transaction field in the main borrower screen o Sales Stage Summarizes data from the Sales Stage field in the main borrower screen e Pipeline Charts The Pipeline Charts show your pipeline of open and closed loans over a given time period o Pipeline Summarizes data from the Pipeline field in the main borrower screen o Loan Status Summarizes data from the Loan Status field on the main borrower screen o Loan Program Summarizes data from the Loan Program field on the loan details screen e Production Charts The Production Charts show key performance indicator
221. low To enable P S statement processing 1 Select Tools Options Printing Mortgage Quest User Guide Version 4 1 7 Managing Mortgage Quest Letters e 135 2 Write Postscript on Letters checkbox 3 Click Postscript Setup and the screen below displays T Postscript Setup There are no limitations to the mind except those we acknowledge j PS1 Nepoleon Hill v r a ps You ll appreciate the difference y i i A PS3 The best compliment is a referral J bl PS4 Who do you know that needs a mortgage Aj v Distance Below Signature Inches 1 v Postscript Options Create Empty Textboxes The Postscript Setup screen has the following features PS1 PS2 PS3 PS4 Enter unique P S statements into the fields When Mortgage Quest prints a letter it will insert the appropriate P S statement based on the value in the textbox For example if the textbox contains PS1 the statement in the PS1 field will be inserted into the letter Distance Below Signature Select the inches below the signature to create the textboxes that contain the P S Statement A good value to select is 5 inches Postscript Options Select the option to be applied to all letters ie Create Empty Textboxes This option creates empty textboxes for all letters You can then enter P S statements directly into each letter as needed Select this option if you want unique P S statements for each letter
222. ls in the address information Hide Unused Custom Fields If marked all unlabeled custom fields on the Custom screen are hidden This applies to both borrower and contact databases Hide Unused Interest Fields If marked all unlabeled interest fields on the Interests screen are hidden This applies to both borrower and contact databases Show Field and Item Help If marked Mortgage Quest displays messages when you place the cursor over fields and other items such as buttons icons etc Commission Split The commission split with your company This value is used to calculate commissions Overage Split The overage split with your company This value is used to calculate commissions Stationery Cost Cost of one letter and envelope This value is used to calculate the mailing costs for the Market Production Report Postage Cost of mailing a letter This value is used to calculate the mailing costs for the Market Production Report Default Trans Type When adding new borrower records the transaction type is set to this value by default i e Refinance or Purchase Show Checklist Screen Enables the Checklist screen so you can track tasks within Mortgage Quest Mortgage Quest User Guide Version 4 1 7 Don t Calculate Commission Mortgage Quest calculates commission using a standard formula Mark this checkbox to disable the calculation and enter the commission value into the field directly On Startup
223. m where the loan will be created e Create Create the loan in Encompass e Log in If you have both the Encompass Offline and Encompass Networked systems setup you can log into the other system Mortgage Quest Fields Used to Create Loans Borrower name Co borrower name Home address Property address Borrower gender Co borrower gender Borrower marital status Co borrower marital status Mortgage Quest User Guide Version 4 1 7 Importing 203 Borrower email address Co borrower email Address Borrower home phone number Co borrower home phone Borrower fax number Co borrower fax number Borrower work number Co borrower work number Borrower cell phone Co borrower cell phone Borrower employer Co borrower employer Borrower occupation Co borrower occupation Borrower work address Co borrower work address Borrower self employment status Co borrower self employment Borrower SSN Co borrower SSN Borrower ethnicity Co borrower ethnicity Loan amount Loan to value Sales price Interest rate Type of loan Down payment Purpose of loan Appraiser Borrower FICO Co borrower FICO ARM index ARM margin ARM caps Encompass Fields Imported into Mortgage Quest Borrower name Co borrower name Home address Property address Borrower gender Co borrower gender Borrower marital sta
224. make predictions about your prospect pipeline These tools help you answer common sales management questions that ultimately increase your sales How many leads did I have this month How many leads were converted to customers What is the sales cycle to convert leads to customers Are there sales activities that shorten the sales cycle How much time did I spend on the phone this week with prospects How many calls did I make to prospects How many emails letters tasks and appointments did I make with prospects What is my projected sales forecast for this month Am I spending too much time on certain activities that do not increase my sales Which activities help me close more loans Tracking the Sales Stage Mortgage Quest has a sales stage field in both the borrower and contact databases which can be used to define your sales process As your prospects move through this process this field contains the current sales stage The sales stage field can be used in queries to find people at a certain stage This field can also be used for defining campaign and activity manager events For example you could add a prospect to a campaign when the sales stage is set to Conducted Interview The list of sales stage items can be modified by using the Tools Modify Lists menu Add and remove items as necessary to define your sales process Mortgage Quest User Guide Version 4 1 7 Managing Your Leads 89 Logging Call Acti
225. me Your assistant 1 last name Your assistant 2 first name Your assistant 2 last name Your pager number Your email address Your website URL User defined merge field 1 User defined merge field 2 User defined merge field 3 User defined merge field 4 User defined merge field 5 User defined merge field 6 User defined merge field 7 User defined merge field 8 User defined merge field 9 Mortgage Quest User Guide Version 4 1 7 Contact Merge Fields The following fields are available to insert into contact letters Field Name M_PREFIX M_LAST_NAM M_FIRST_NA M_MID M_TITLE M_COMPANY M_ADDRESS M_CITY M_STATE M_ZIP M_ACTION M_EMAIL M_TELEPHON M_WORK_EXT M_DEAR G_DATE G_NAMEI1 G_NAME2 A_CO_PREFI A_CO_FIRST A_CO_MID A_CO_LAST A_FAX A_CARPHONE A_HOMEPHON A_PAGER R_PREFIX R_LAST_NAM R_FIRST_NA R_INITIAL R_TITLE R_HOMEPHON R_WORKPHON R_WORK_EXT R_CARPHONE R_FAX_NUMB R_STREET R_CITY R_STATE R_ZIP R_COMPANY R_LP_FIRST Description Personal title Mr Mrs etc Last name First name Middle initial Title Company Mailing street address City State Zip Code Contact s action field Contact s email Telephone number Telephone extension Salutation Dear Mr Smith Current date Contact s full name Co contact s full name Co contact s personal title Co contact s first name Co contact s middle initial Co contact s last name Fax number Car phone Home phone Pager numbe
226. mith Will Borrower v Sort Name Select All Borrower Contact ont Import Next Cancel Help x Mapping Outlook Folders When you enable the Outlook interface module Mortgage Quest communicates with Outlook s default contact calendar and task folders on your local computer However if you created other Outlook folders or you want to use public folders on Microsoft Exchange Server you can map these folders in Mortgage Quest Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface e 69 Note If you do not use Outlook s default folders certain features may not be supported For example the Outlook task reminder feature is only supported in the default task folder To map Outlook Folders 1 Start Mortgage Quest 2 Select Tools Options and click the Outlook tab 3 Click Map Outlook Folders and the screen below displays 4 The left list shows registered Mortgage Quest users The right list shows the Outlook folders on your local machine and any public folders that are available on Exchange Server 5 Select a user and select a Contacts Task or Calendar folder from the Outlook folders list Then click the appropriate button i e Contacts Tasks or Calendar to select it 6 Click Save when finished Note The Reset button resets all Outlook folders to Default fi Select Outlook Folders x Users Outlook Folders NE lt Persona Faces 3
227. mpaigns list Let go of the mouse button to drop the contact on the item desired o Campaigns List Add the contact to a campaign o Letters and E mail List Send the person a letter or e mail o Activity Series Add the contact to an activity series Campaigns Letters and Activities Lists The lists show campaigns letters and e mail and activities series for contacts only Double click on an item to edit it You can selectively show one or more of the lists Personal Info Screen The Personal Info screen contains demographic information such as birthdays and anniversaries for the contact and spouse Contact Personal Info Notes Interests Custom Anniversary Other Phones Phone Ent Marital Status Married x Home School Pager Years Exp Cell Hobbies Fax EJ Sports E Mail Asst First Spouse Martha Asst Last Occupation Attorney Employer Bates and Kinsey Birthday 09903 E age 45 Spouse B Day oan o03 EF Age 38 Name Birthday Age Name Birthday Age Child Larry Jr u El 10 Child iz Child i Child is Assignments Campaign Date if Referral Type v Referrals 1 Last Campaign Fields Anniversary Enter the day month and current year to be reminded when the anniversary expires Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 37 Marital Status Marital status of primary borrower School where the contac
228. n Cycle letter is printed Borrowers are added to this campaign automatically after the 12 month letter is printed Letters are sent quarterly Campaign Type BORROWERS Campaign Status ACTIVE Ix z q 5 gt The Campaign Manager has the following features New Create a new campaign Save Save changes to a campaign description Undo Undo changes to a campaign description Edit Edit a campaign Rename Rename a campaign Delete Delete a campaign Report Create a report that shows the people in a campaign and the letters sent Map Map special interest categories to a marketing campaign Test Prints all letters or sends e mail in the campaign This is useful for testing the formatting and for reviewing the marketing content of the letters Mortgage Quest User Guide Version 4 1 7 Creating New Marketing Campaigns To create a new campaign click to display the Campaign Manager and then click New Step 1 Enter Campaign Name and Description 1 Enter the campaign name and description 2 Click Next Step 2 Select Type of Campaign 1 The campaign type indicates who will be receiving letters such as borrower contacts or both borrowers and contacts This selection is important because it determines the letters available for the letter list and the people who can be added to the Target List 2 For example if you select a borrower campaign you can only use b
229. n it is before or equal to today s date Monitoring Custom Events You can define your own monitor event fields to remind you of important dates you want to track When you define a monitor field Mortgage Quest will notify you when it contains a date that is expired i e equal to or earlier than today s date See Defining Custom fields for more information Today s Events Events for August 5 2003 Rate Watch x Select Closen Help To view a list of people with expired dates Click the Monitor Event Le i Highlight the name of the event Click Select The Card File View displays a list of people with expired dates Pee Mortgage Quest User Guide Version 4 1 7 5 Custom events will continue to be displayed until you clear the field or enter a new date in the future 6 Click Reset Event to clear or set a new date in the future 7 Click Close Monitoring Predefined Events Mortgage Quest has several monitored fields in the borrowers and contacts database When these dates expire Mortgage Quest will display the names of the people in the Card File View The following fields are monitored each in slightly different ways Event Fields e Action borrowers and contacts e Anniversaries borrowers and contacts e Annual Review borrowers only e Birthdays borrower and co borrower contact spouse and children e Holiday and Seasonal E Cards Monthly Service e Prepayment Penalty Date borrowers only e
230. n printing campaign letters the assigned loan officer s name for each borrower or contact is printed at the bottom of the letters When printing Loan Cycle letters borrowers and all contacts involved with the loan receive letters The loan officer assigned to the borrower determines which name is printed on letters to contacts For example you create a borrower and assign a loan officer named Bill Smith You then relate two contacts e g a builder and an escrow attorney to the borrower with the Assign Contact command because they are involved with the transaction Now let s say that the builder and escrow attorney contacts are assigned to a different loan officer named Mary Jones When you enter the borrower into the Loan Cycle and open the loan the borrower builder and escrow attorney will receive Open letters The loan officer information printed in these letters will be Bill Smith s even though Mary Jones is the assigned loan officer to the builder and escrow attorney This is Bill Smith s loan not Mary Jones loan If the builder and the escrow attorney are in a marketing campaign Mary Jones information will be printed on all letters to these people because Mary Jones is the assigned loan officer to these contacts Using Queries Queries are used to select records If you want to create a query for a specific loan officer use the Loan Officer field and select the name of the loan officer Only those records assigned to the loan offi
231. nd modify activity series using the Activity Manager Wh Activity Manager Activity List I New Lead Edit Rename lt a 2 ald Report Activity Description Follow up activities for new marketing A leads Close Help E Activity Type Borrower Activity The Activity Manager has the following features e New Create a new activity series e Save Save changes to an activity series description e Undo Undo changes to an activity series description e Edit Edit an activity series e Rename Rename an activity series e Delete Delete an activity series e Report Create a report that shows all people in an activity series Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface e 77 Creating a New Activity Series To create a new activity select Activities Activity Manager to display the Activity Manager screen Then click New and follow the steps below Step 1 Enter Activity Name and Description 1 Enter the activity series name and description 2 Click Next Step 2 Select Type of Activity 1 The activity series type indicates who can be added to the activity series such as Borrowers Contacts or both Borrowers and Contacts This is important because it determines the campaigns that are available for the activity series as well as who can be added to it 2 Click Next Step 3 Select Activities 1 Select the action from list Add to campaign or Add Task
232. ned If this column is empty the lead will not be imported e Assign Select a person to assign the lead If you are using a multi user version of Mortgage Quest you can divide leads among multiple loan officers The Assign Lead screen displays See below e Show Form Show the e mail form e Select All Select all leads in the list e Select None Unselect all leads in the list e Clear Clear the Assign To field for all selected leads in the list e Continue Close and import all assigned leads In order to import e mail leads into Mortgage Quest you need to assign them to a registered user e g Christian Armstrong Unassigned leads will not be imported After leads are imported into Mortgage Quest all e mail leads are deleted from Outlook s Inbox To assign leads 1 Mark the checkboxes next to the lead in the A column You can use Select All to mark all the checkboxes at one time Mortgage Quest User Guide Version 4 1 7 2 Click Assign and the Assign Leads screen displays shown below You can assign all marked leads to one user or you can divide leads equally among multiple users selected Assign Leads X Users Johnson Michael Nebaum Vivien Porter Phyllis ear Selected Armstrong Christian Assign Percentage 100 Leads to Assign 10 Total Marked Leads 10 Total Users 5 The Assign Leads screen has the following features Users List Shows all registered users which can
233. need to map Mortgage Quest fields to the data file fields This only has to be done once for each data file The Import Template Manager manages the process for creating and editing templates It has the following features New Create a new template Edit Edit an existing template Mortgage Quest User Guide Version 4 1 7 Importing 189 Rename Renames a template Delete Deletes a template To create a new data file templ te DP i i Click the import CD icon Select Import File from the Read Data From list Click Setup Wizard Click New Enter a template name and click Next Select Import File Type The file type describes the format of the data to be imported Click Next Note Mortgage Quest cannot import Excel Workbooks You must open the workbook file and save it using the type Excel 4 0 Worksheet Then select this file to import 7 8 Select the type of people you are importing Mortgage Quest cannot import both borrowers and contacts from one data file Click Next Indicate the status of the people being imported e Clients All imported people will have the Mortgage Quest status field set to Client e Prospects All imported people will have Mortgage Quest status field set to Prospect e Use status field Select if the imported data has a status field that can be mapped to the Mortgage Quest status field Click Next Click Select File to select the fil
234. nformation contained in the Mortgage Quest status fields are merged automatically into status letters printed for the borrower and all assigned contacts Loan Handler Tracking Items Credit Report Credit Explanation Current Pay Stubs Last 2 years W 2s Rental Agreement Appraisal Report Escrow Instructions Escrow Deposit Preliminary Title Report CC amp Rs Homeowners Assoc Certif Mortgage Quest Status Field Credit Report Credit Explanation Letter Employment Verification Tax Return amp W2 s Rental Agreement Appraisal Sales Escrow Instructions Verification of Deposit Preliminary Title Report Homeowners Assoc Info Mortgage Quest User Guide Version 4 1 7 Importing 199 HUD 1 on Previous Residence Mortgage Verification Contour Fields Imported into Mortgage Quest The following fields are imported from Contour and used to create records in Mortgage Quest Borrower name Co borrower name Home address Property address Borrower s age Co borrower s age Borrower marital status Co borrower marital status Borrower s dependents Loan officer ID Borrower s email address Co borrower s email address Home phone number Work phone number Borrower s fax number Co Borrower s fax number Co borrower s work number Co Borrower s home number Borrower s FICO score Co Borrower s FICO score Loan amount Loan
235. ng is deducted from your service account There are no minimums to the number of letters you can send for printing and mailing Letter Printing Service Setup There are several steps you must complete before you send letters for printing 1 2 3 4 Send your stationery and envelopes to Eye Comm Inc 10960 Wheatlands Ave Ste 108 Santee CA 92071 Phone 619 448 6111 Add money to your service account Scan your signature and register it in Mortgage Quest See Registering Graphics for more information Enable the print service To Enable the Service 1 2 3 Start Mortgage Quest Select Services Eye Comm Mail Letters Enable Service Select Services Eye Comm Mail Letters Install PDF printer Using the Print Service 1 Select the print monitor to show which letters are due to print 2 Click Print or Print all and the screen below displays T Select Options Select Option Print on Your Printer Send to Market Focus 3 Select Send to Market Focus Mortgage Quest performs the mail merge and displays a submit screen when finished This screen show the cost and gives you the option to view letters before submitting them Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services e 227 T Submit Letters for Printing Account Balance 600 00 Campaign Letters Referral 4 ka lt gt Print Option Your Stationery Total Letters 4 Cost per Letter 0 38 Lette
236. nnie Mae 3 2 Interface User Notes Mortgage Quest can import and create Fannie 3 2 files However many of the advanced importing features are not available because fields used to control these features are not included in the Fannie Mae 3 2 such as Open and Close dates Mortgage Quest Setup to Import Fannie Mae 3 2 Files ve LN Select File Importing or click the Importing icon on the left toolbar Select Fannie Mae 3 2 from the Read Data From list Click the button to the right of the Program File Location Browse to the folder containing the Fannie 3 2 files and select it If the folder contains files that belong to other loan officers click Map Loan Officer IDs Mortgage Quest presents a list of IDs based on the Fannie Mae interviewer field See the section on Mapping Loan Officer IDs for more information To import Fannie Mae 3 2 files 1 2 3 4 Select File Importing or click the Importing icon on the left toolbar Select Fannie Mae 3 2 from the Read Data From list Files will be read from the folder location shown in the Program File Location field Click the button to change folders if needed Click Read Borrowers To export Fannie Mae 3 2 files from Mortgage Quest 1 Go to the borrower record to export Mortgage Quest User Guide Version 4 1 7 Importing 205 2 Right mouse click on the record and select Send To Fannie Mae 3 2 File or select Record Send To Fannie Mae 3 2 Fi
237. ns to modify report forms Many of the tools described in this section are advanced and are for more complicated report functions However there are basic features for customizing the report form such as changing fonts adding text and drawing lines Report Form Objects Mortgage Quest reports are composed of objects that can be manipulated in a variety of ways Text fields and graphics are all objects that you can drag to wherever you want them A selected object has dark squares called object handles in the corners and sometimes midway along the sides e Label Objects Text objects that can be selected moved or deleted e Field Objects Displays data from a database e Graphic Objects Includes pictures lines rectangles and other drawn objects To edit the report form 1 Select Report Report Queries and select the type of report 2 Select the query and click Report 3 The Report Summary screen displays the report characteristics that can be edited 4 Click Run Report to display the Report Setup screen 5 Click Edit form To close the report form Click the x icon to close the screen Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Reports 103 Report Form Band Types Depending on your needs there are several optional bands you can use in reports Title Summary Band The Title band contains information that appears before the main report A report title can be as simple as the name of
238. o Bradley Jermyn 07 14 06 01 00 00 PM 07 14 06 01 30 00 PM 5 Task Subject Status Due Date Category E Contact ipsleads com 262 893 7413 reseller Not Started if 0 E intro call Kelle Smart Not Started 06 30 06 0 E First contact call Kimberly Clark Not Started 07 19 06 0 a O E Matt perrilli contact about market quest Not Started 08 01 06 0 E follow up for demo Tracy Enos Not Started 08 01 06 0 2 C followup about market quest Olivia Aqui Not Started 08 02 06 0 E follow up call Richard Fisher Not Started 08 03 06 0 E follow up Susan Hayden Not Started 08 03 06 0 lt You can add edit and delete Outlook appointments and tasks from this screen You can also change the view to display appointments for a certain time period and tasks based on the task status Outlook Activities Features Maximize Minimize Screen Click to maximize the appointments or tasks list Click to minimize the list Double Click To Edit Double click on an appointment or task to display an edit screen Changes are saved in Outlook Change Sort Order Click on a column title e g Category to change the sort order for displaying appointments and tasks Right Mouse To Display Menu Click the right mouse button on the appointments or tasks list and a menu displays so you can create edit or delete an item If you linked an appointment or task to a borrower or contact record select Go To Linked Record to di
239. o Mortgage Quest The following fields are imported from Genesis and used to create records in Mortgage Quest Borrower name Co borrower name Home address Property address Mortgage Quest User Guide Version 4 1 7 Borrower s age Co borrower s age Borrower marital status Co borrower marital status Borrower s dependents Borrower Coborrower Email Addresses Home phone number Work phone number Borrower s fax number Co Borrower s home number Co borrower s work number Application date Loan amount Loan to value Loan id Interest rate Type of loan Sales price Base loan amount Loan status Down payment Close date Purpose of loan Approval date Lender Appraiser Borrower social security Co borrower social security Borrower s self employment status Co borrower s self employment status Borrower s employer and address Co borrower s employer and address Borrower s occupation Co borrower s occupation Borrower s ethnicity Co borrower s ethnicity Borrower s salary Co borrower s salary Total income Loan processor Selling agent information Builder information Listing agent information Seller information Escrow agent information Separate database records are created in Mortgage Quest and automatically assigned to r
240. o create a new ACT template 1 Click the import icon 2 Select ACT from the Read Data From list 3 Click Setup Wizard 4 Click New 5 Mortgage Quest selects the last ACT database opened to import If this is incorrect click Find Data and select the ACT database to import The ACT database is usually located in the My Documents folder and has the file extension DBF If the database is password protected enter the user and password used to access the database 6 Click Next If the ACT database contains other loan officers data click Map IDs to map the Mortgage Quest user to the ACT owner field See Map Loan Officer ID s for more information 7 Select the type of people to import borrowers or contacts You cannot import both borrowers and contacts with the same template If the ACT database has both borrower and contact records you can create ACT groups for borrowers and contacts Then create a template for borrowers and another one for contacts Click Next 9 Mortgage Quest already maps common fields with ACT such as names addresses and phone numbers The mapping screen allows you to map other ACT fields to the corresponding Mortgage Quest field ee Mortgage Quest User Guide Version 4 1 7 New Template ACT Fields Phone Mortgage Quest Fields Anniversary 2nd Phone Ext Appraised value 2nd Title Borrower employer 3rd Contact Borrower ethnicity 3rd Ph
241. oals for better health Questions to ask prospective clients Systematic procedure for following up on phone inquiries How to get neighbors to an open house 0 Turning expired listings into clients Alternate Sources Campaign Use this campaign to develop relationships with any referral source such as CPA s builders financial planners attorneys escrow agents and Realtors These value added letters will help people develop their business These letters can help you with your professional goals as well PEO Penn How to gain exposure and credibility Strategies for generating referrals The career benefits of public speaking Developing speaking skills How to write a list article How to avoid burn out and achieve balance in life More tips on achieving balance in life Mortgage Quest User Guide Version 4 1 7 8 Turning negative thoughts into positive ones 9 Exercises for getting rid of frustration 10 Fun thoughts on decision making Series 2 Special Letters to Consumers The Series 2 letters are designed primarily for providing valuable information to potential borrowers Each campaign has a specific marketing strategy depending on the type of person receiving the letters such as FSBOs First Time Buyers Past Buyers or borrowers who have been turned down Money Management Campaign When customers are denied a loan don t qualify or need to save money before applying for a loan stay in touch for one year Share
242. ofessional System designed for laptop and desktop computers for one loan officer e Team System a professional system that can be connected to a network Ideal for one loan officer and multiple assistants who want to access a common database e Enterprise System a multi user version program that can be installed on a network or on one computer for company wide marketing for an entire group e Internet WebDesk designed to provide access to Mortgage Quest Microsoft Office and Outlook via the Internet The WebDesk is available in all three systems Mortgage Quest Services Mortgage Quest services provide extra features on a cost per use or monthly basis Many of these services are provided as part of the annual support and maintenance subscription Mortgage Quest is integrated with these services so they are easy to access and use The following services are integrated with or provided by Mortgage Quest Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Overview e 15 Website Integration Service Mortgage Quest imports leads from websites hosted by LinkUSystems Imported leads can be added to marketing campaigns for automated follow up Order Postcards and Greeting Cards from In Touch Today Inc Letter printing and mailing service from Eye Comm Inc Realtor Co Branding Service Provides e mail service so your photo and your Realtor partner s photo appear in e mail sent to common customers E Card
243. ome projects that pay Basics of good design in a home Ideas for enhancing a room Applying stains to wood A payment plan for remodeling Buying a home to sell Advantages of contractor buying your supplies How to select a new refrigerator Planning your landscaping Ideas for managing debt Checklist for a garage sale Landscaping for added value How to prevent termites Tabletop tips for the holidays Importance of a permit for remodeling Ideas for enhancing a bathroom Pointers for debating a move Tips for lighting your rooms Creating clutter free home to sell Home equity ideas Features that define ideal home Tips for selecting plants Cleaning your air ducts How to judge if a house fits Types of heaters for decks Considerations for a bigger house Tips for contingent sale offers 48 49 50 Property tax bill information Avoiding common tax mistakes Tips for refinancing Take relationship marketing to the next level with Special Interest letters Find out what interests your customers and clients and send them valuable information on Mortgage Quest User Guide Version 4 1 7 these topics These letters can be used for both borrowers and contacts such as Realtors and other affinity sources who may refer business to you The following topic areas are available for purchase Each series can be printed or e mailed and sold separately 02 20 SION BN Bic
244. on When you select an event from the Event Monitor see View Event Monitor a list of people displays in the Card File View Click Reset Event when you have finished with the event such as calling someone or entering a new date Mortgage Quest User Guide Version 4 1 7 Print Labels Click Print Labels to print labels or envelopes to the highlighted person or for all people in the list Add to Campaign Button Click Add to Campaign to add the highlighted person or the entire list of people to a campaign A list of eligible campaigns displays See Managing Marketing Campaigns for more information on adding people to campaigns Print List Button Print the list of people displayed Caution If the Card File View icon is selected to display all borrowers and contacts Print List will print every person in the database Set Loan Status Button When you highlight a borrower and click Set Loan Status the Loan Status screen displays You can set information in this screen and it will be merged into status letters for the borrower and all people in the related parties group Print Letter Button 1 Highlight a person and click Print Letter 2 Select a letter from the list The person s notes are updated with the time and the name of the letter sent Send E mail Button 1 Highlight a person and click Send E mail 2 Select an e letter from the list The person s notes are updated with the time and the name of the letter e maile
245. on from one computer to another It should not be used in place of normal backups because it only uses customers and contacts data It does not back up other important information such as campaigns referrals assignments etc Select File Synchronize Back Up Data for Merging and one of the following locations It creates a file called MQMERGE ZIP Select File Synchronize Merge Data From and one of the following locations to perform the merge e Floppy A diskette e Local Folder market focus mortgage quest backup folder e Browse Select a folder for backup e Secured Internet Storage uploads encrypted merge file to an internet site Synchronizing Data Merge Data The Merge Data feature allows you to merge borrower and contact data from a Back Up for Merging file MQMERGE ZIP This allows you to work at home and then merge borrower and contact data back at the office The following procedure illustrates how to manage two different Mortgage Quest programs on two different computers Start by making a regular backup of your Mortgage Quest data Install Mortgage Quest on your second computer system and use the Restore command to load all data you backed up in step 1 3 You can use your second computer system to add or modify contact and borrower data 4 Performa Back Up for Merge on your second computer system to diskette 5 Goto your first Mortgage Quest program 6 Perform Merge Data Note The Synchronize D
246. one Borrower salary 3rd Phone Ext Borrower s S5N 3rd Title Borrower s age Alt Phone Children Alt Phone Ext zi Close date zi Mortgage Quest Fields gt Address LEG a Address Line 2 Address Line 3 Unmap Report Select an ACT from the left list i 12 13 14 15 16 17 18 19 Borrower birthdate gt City gt Company E mail Address gt E mail address gt Fax Close Cancel Help Select a Mortgage Quest field from the right list Click Map to map the two fields together Continue mapping fields as needed Click Report to print a list of mapped ACT and Mortgage Quest fields Click Close when finished and enter a name for the template Click Yes if you are importing specific ACT groups into Mortgage Quest Select an ACT group from the left list and click Add to move it to the Import Group List Mortgage Quest imports ACT records only if they are members of the groups or subgroups in this list Click Close when finished Close the template manager to return to the import screen If you are importing Borrowers click Import Options to set options as desired Once a template is created select it from the Read Data From list and click Read Borrower or Read Contacts to import data Setup for Importing Data Files The import setup wizard guides you through the steps required to import data from a file such as an Excel spreadsheet or a text file In order to import a data file you
247. ons and click Loan Cycle to change or set these values An e mail address must be entered before the E mail Letters checkbox can be set Fax Letters Checkbox The Fax Letters option enables Mortgage Quest to automatically fax Loan Cycle letters to borrowers Mortgage Quest determines if this person is eligible to receive faxes based on the Loan Cycle options Select Tools Options and click Loan Cycle to change or set these values A fax number must be entered before the Fax Letters checkbox can be set Spanish Letters Checkbox The Spanish Letters option enables Mortgage Quest to automatically send Loan Cycle letters written in Spanish Spanish letters are sold separately The checkbox will be dimmed if they are not installed Review The Annual Review field is set automatically to 365 days from the date entered in the Close date field on the Loan Details screen This field is monitored and will remind you when it s time for the review Action Select an action from the list To create a new Action select a blank item from the list enter the information and press Enter Action Date Enter the date that you want this action to occur or click the icon to display a calendar Mortgage Quest s Event Monitor will notify you when this date occurs Last Action When you select a new action the previous action is saved in this field If there is a value in this field and a new action is selected the last action value is stored in the
248. ontact This is a special letter type that is used for Loan Cycle processing These letters are addressed to contacts and reference borrower information Note You cannot create LC_Contact of letters with Mortgage Quest and they cannot be used in custom campaigns you create Letter Basics Each Mortgage Quest letter is a Word form letter that contains mail merge fields You ll find mail merge fields at the top of letters and sometimes embedded in the body of the letter When you print the letter information from Mortgage Quest databases is merged into these fields You can add other mail merge fields into letters using the Word command called Insert Merge Field Many letters reference information found in the Mortgage Quest register screen such as your company name work phone number and assistant s name Click the Register icon to view this screen Each letter has a merge field called lt lt M_DEAR gt gt This field is the salutation for the letter When the letter is printed Mortgage Quest merges the information contained in the Greeting field in the borrower or contact record As you enter borrowers and contacts make sure the Greeting field contains the salutation desired when sending letters to that person Mortgage Quest automatically generates this information but you can change it if needed Mortgage Quest automatically writes your name and title at the bottom of the letter when it is printed Each letter ends approxima
249. opping Purchase 08 Shopping Purchase 09 gt xl Total 29 Total 10 Days Between Letters i Back Next Close Cancel Help To create a new Letter List 1 Select the letters from the left list and click Add or double click to move them to the Letters in Campaign list Mortgage Quest User Guide Version 4 1 7 Managing Marketing Campaigns 109 2 Set the Days Between Letters value at the bottom right side of the screen This value specifies how often to send letters The default value is 7 days 3 The order of the letters in the right list determines when the letters will be printed The first letter to print is the top letter 4 To change the order after letters have been moved click the small box to the left of the letter name hold the left mouse button down and drag the letter up or down 5 To change the days between letters in the list click the letter and then Change Days 6 Click Next when finished To import letters from another campaign 1 Click Import 2 Select a campaign The letters used in the selected campaign will be imported into the letter list Step 4 Select People for the Campaign The Target List is the group of people who will receive letters during the marketing campaign You can import an existing Target List from another campaign or create a new one The type of campaign determines the people displayed in the list For example if the campaign type is for borro
250. ords located depends on your data Use your knowledge of the database to construct narrow or broad queries to meet your specific needs In general avoid creating very complex queries They can be erroneous and may not locate the records you want If the query does not locate the desired information here are a few things to check e Check the query Are the field operator and comparison value correct e Is the query impossible For example the query Loan amounts greater than 150 000 AND loan amounts less than 150 000 will not locate any records This condition does not work because AND is the connector In this example it means that a loan has to be both greater and less than 150 000 to be found by the query which is impossible Mortgage Quest User Guide Version 4 1 7 Check the fields in the Borrowers and Contacts databases Are there values that match the query condition and comparison values The query might be correct but there may be no data to match the records Before creating queries it may be helpful to first write down exactly what you want to accomplish Once you state the query in your own words determine the corresponding fields operators and values needed to construct the query Consider the following statement I want to set a group view that includes only Borrowers who have open FHA loans To construct the query you need to consider what fields you need to search as well as the possible values
251. orrower type letters and you can only add borrowers to the Target List 3 Click Next Step 3 Select Letters for the Campaign The Letter List is the list of marketing letters that will be mailed to people in the campaign You can create a new list or import a list of letters from another campaign The campaign type determines the letters available for the Letter list For example if the campaign type is for contacts only contact letters are listed Note You must first create marketing letters using the Letter Manager before you can use them in campaign Letter List Also the type of letter is very important when creating the letter For example if you create a letter that is a contact type letter the letter will not be available when creating a borrower type campaign s STEP 3 Select Letters for the Campaign E Borrower Type Letters Letters in Campaign Days 03mo Borrower B Past Buyer Le 01 0 O6mo Borrower Past Buyer Le 02 7 12mo Borrower _ Past Buyer Le 03 7 ESER ley _ Past Buyer Le 04 7 Close No Agents Add gt Past Buyer Le 05 z Close Refi borrower Past Buyer Le 06 7 Open Borrower lt Remove Past Buyer Le 07 7 Open No Agent _ Past Buyer Le 08 F Open Refi borrower Remove All __ Past Buyer Le 09 7 Shopping Purchase 02 Past Buyer Le 10 7 Shopping Purchase 03 Change Days Shopping Purchase 04 Shopping Purchase 05 Import Shopping Purchase 06 Shopping Purchase 07 Sh
252. ort Report Queries and select the type of report Select the query used for the report and click Report Click Run Report Click Browse Results Write down the names of the fields in the spreadsheet view You will need to know the names of the fields if they are not already in the form Close the spreadsheet view Click Edit Form Typically you ll add the field to the Detail band area Resize this band if needed to make room for the new field Select Report Insert Control Field Enter the name of the field to add in the Expression field and click OK The field is created in the upper left corner of the form Click on the field and drag to the correct location You can also resize the field by dragging the lower right corner of the field out or in Repeat the steps above to add more fields Previewing Changes As you make changes to the report form you can preview and print the report to see how it looks To preview the report Right mouse click in the report form and select Preview Mortgage Quest User Guide Version 4 1 7 Managing Marketing Campaigns Marketing Campaign Components The Campaign Manager allows you to create and manage marketing campaigns Marketing campaigns involve sending one or more letters or e email to a group of people on a timed basis When creating marketing campaigns you need to consider When do I want the campaign to begin Who do I want to receive the campaign lett
253. other lists to perform various actions Click the left mouse button on a borrower in the list and hold it down while moving the mouse over an Mortgage Quest User Guide Version 4 1 7 item in another list e g campaigns list Let go of the mouse button to drop the borrower on the item desired o Campaigns List Add the borrower to a campaign o Letters and E mail List Send the person a letter or e mail o Activity Add the borrower to an activity Campaigns Letters and Activities Lists The lists show campaigns letters and e mail and activities series for borrowers only Double click on an item to edit it You can selectively show one or more of the lists Loan Details Screen Borrower Loan Details hotes Outlook Activities Loan Status Marketing Personalinfo Interests Custom Open Date i Approval Date ss Est Close i m Close Date f Lock Expire ff Prepay Penalty 1 ARM Adjust 77 m4 Balloon Adj ff Loan ID Ovr Split 40 00 Appr Value Appraiser v 2nd Loan ID Com Split 55 00 Comm Processor v First Mortgage Price Rate LTV Lender M Base Amt Margin Ann Cap Program v Loan Amt Points Life Cap Index v Down Ovr Payment File ID Second Mortgage Loan Amt Points Open Date if Lender EA Rate Ann Cap Close Date fi Program A Margin Life Cap Payment Index v Group None The Loan Details Screen contains fields pertaining to the specifics of the loan such as interest
254. ou can also change the view to display appointments for a certain time period and tasks based on the task status Outlook Activities Features e Maximize Minimize Screen Click to maximize the appointments or tasks list Click to minimize the list e Double Click To Edit Double click on an appointment or task to display an edit screen Changes are saved in Outlook e Change Sort Order Click on a column title e g Category to change the sort order for displaying appointments and tasks e Right Mouse To Display Menu Click the right mouse button on the appointments or tasks list and a menu displays so you can create edit or delete an item If you linked an appointment or task to a borrower or contact record select Go To Linked Record to display the person s record e Drag and Drop To Add When the Borrower or Contact Records list is displayed you can select a person from the list and drag them to the appointments or tasks list to create a linked item Hold the left mouse button down on a person s name and move the mouse directly over the appointments or tasks list and then release the mouse button e Complete Tasks To mark a task completed click the checkbox next to the task item The item in Outlook will also be marked complete Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts e 27 e Appointment View Select a time period Today or
255. ou want to be reminded before the locks expire select a value from the list called Remind Days Before Lock Expire Click Close Mortgage Quest performs a refresh with your Outlook data If you have any lock expire dates in Mortgage Quest that expire in the future i e greater than or equal to the current date rate lock events will be created in Outlook Mapped Mortgage Quest and Outlook Fields The following table shows how Mortgage Quest fields are mapped to Microsoft Outlook fields Mortgage Quest Borrower and Contact records are mapped differently Mortgage Quest Field Outlook Field Borrower name Contact Name Work phone Business phone Fax Business fax Home phone Home phone Cell phone Mobile Pager Pager Email Email Borrower Records Only Employer name and address Business address Mailing address Home address Property address Other address Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface 87 Loan details Contact notes MQBorrower Categories Contact Records Only Company name Company name Mailing address Business address Home address Home address Spouse Spouse Title Job title Group Department Web site Web page address MQContact Categories Mortgage Quest User Guide Version 4 1 7 Managing Your Leads Mortgage Quest provides lead management tools to track sales activities and
256. ow E 06mo Listing Agent E 06mo Seller Edit E Mail Subject E 06mo Selling Agent Edit E Mail Subject E 12mo Borrower Get Attachments E 12mo Builder E 12mo Escrow Get E Mail Header E 12mo Listing Agent E 12mo Seller Get E Mail Signature E 12mo Selling Agent Type Borrowers lt E Mail Attachments E Mail Header Default E Mail Signature Default The Letter Manager has the following features New Create a new letter Edit Edit an existing letter Import Create a Mortgage Quest letter from a Word document Rename Rename a letter Delete Deletes a letter Select Graphic Used with the Enterprise system to select a graphic signature and photo to be used when you edit a letter Edit E mail Subject Edit the subject line for an e mail letter Get Attachments Used to select files to be attached to the e mail letter whenever it is sent This can include any file type such as a PDF Excel Spreadsheet or Word Document Get E Mail Header Selects an HTML file that defines the header of an e mail Each e mail letter can have a unique header file Get E Mail Signature Selects an HTML file that defines the signature of an e mail Each e mail can have a unique signature file Type Displays the type of letter selected E Mail Attachments Shows the files that will be sent as a attachments when it is e mailed Mortgage Quest User Guide Version 4 1 7 Managing Mor
257. ower Birthdays Mark if you want to monitor birthdays of contacts and borrowers Spouses Birthdays Mark if you want to monitor birthdays of spouses Children s Birthdays Mark if you want to monitor birthdays of children Anniversaries Mark if you want to monitor Borrower and Contact anniversaries Action Dates Mark if you want to monitor your action dates to Borrowers and Contacts Track Letters to Print Mark if you want Mortgage Quest to track when letters are due to print This should always be marked unless you don t print any letters Check Events on Startup Mark if you want Mortgage Quest to search for all events every time it is started Unmarking this checkbox improves startup performance If you unmark this checkbox click the Event Monitor 4 icon when you want to search events Check Letters on Startup Mark if you want Mortgage Quest to search for letters due to print every time it is started Unmarking this checkbox improves startup performance If you unmark this checkbox Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest e 155 te click the Print Monitor icon when you want to search for letters due to print Days before Birthdays and Anniv The number of days you want to be reminded before all birthdays and anniversaries Reset Birthday Events Resets all birthday events to the current year If you do not reset birthdays they do not display for the
258. p None You can display 4 borrower lists along the left side of the main screen The lists provide easy access to many features such as drag and drop To show and hide lists Select View Lists and select the list to show or hide such as the 1 2 3 Record Campaign Letters and Activity lists Press F8 to show or hide the campaigns letters or activity lists Press F9 to show or hide the records list Borrower Record List The borrower record list shows a list of all borrowers in the database Borrowers names are color coded to indicate various conditions Blue The borrower is in a campaign or an activity Grey The borrower s mail status is set to Don t Send Letters White The borrower is not in a campaign or activity and the mail status is set to Send Letters Note If a borrower is in an activity and the mail status is set to Don t Send Letters the name will appear in blue The borrowers list has the following features e Search Click in the borrower list and begin typing the last name of the borrower When the name is found in the list double click on the name or press the Enter key to display the borrower record e Right Mouse Click Right mouse click on borrower to view the campaigns or activity the person is in e Double Click Double click a borrower to go to that person s database record e Drag and Drop You can drag a borrower from the list and drop it on
259. p Lookup list of borrowers or contacts found Show Contact List from the Borrowers database shows list of contacts Show Borrower List from the Contacts database shows list of borrowers Event Monitor shows a list of people for various events such as call backs anniversaries interest rate watch etc Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 59 Borrowers and Contacts Borrower Joe A Mr Joe D Borrower amp Joann Coborr BestTime 10 00 AM Birthday 12 18 02 Brose aim work 858 565 6666 Other B day 09 20 02 List Agent Larry Planner Paul 2121 Main Ave Apt 210 Extension 252 Anniversary 06 26 03 Burbank CA 39399 Home 619 665 6565 Lock Expire ft Title owner Cell Prepayment ii Status E Shopping Alt Balloon Adj fi Group Borrower Fax 858 668 8686 ARM Adjust tt Priority High Loan ID Desired Rate 6 000 Referred By Larry List Agent Loan Status Open Date it w Lead Source Realtor Trans Type Purchase Close Date Ht Owner Brown Jim Mail Status Send Letters Create Date 12 07 02 Search Name Y E Mail chris emarketfocus com Action Call Back 12 07 02 Go To Notes Print Labels Env Aad to Campaign Print List J Set Loan Status Print Letter Send E Mail Searching for a Name in the Card File View 1 Enter the last name in the Search Name field 2 I
260. p header printed before it These headers help to identify the information that is contained within each level of grouping Detail Band The Detail band that makes up the report usually contains field information from the databases The information printed in the Detail band usually comes directly from fields or from calculations performed on fields Mortgage Quest User Guide Version 4 1 7 Group Footer Band When data is grouped each group can have a group footer printed after it These footers typically display summaries and or subtotals of the information that is contained within each level of grouping Page Footer Band At the bottom of each page of the main report is the Page Footer band Like the page header the page footer usually contains a combination of fixed and variable data report name date page number and so on It can also include summary information such as totals or averages for data on that page Changing Report Band Area Size A report band can be any size you like Click the arrow to the left of the band and drag the band up or down to change the area of the band area size Adding and Changing Label Objects When the report is created the report form contains label objects that describe the output fields selected These can be changed and other text objects can be added to the form To add label objects 1 Select Report Insert Control Label Type the label Drag the label to any place in th
261. p will be deleted Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 43 Attaching Files to Borrowers and Contacts Mortgage Quest can attach any file to a borrower or contact record This helps you organize important files associated with particular clients and prospects You can also view files from Mortgage Quest However you must have the appropriate program installed on your computer in order to view files of that type For example to view Excel spreadsheets you must have Microsoft Excel installed on your computer To view PDF files the Adobe Reader program must be installed etc To attach a file 1 Go to the borrower or contact record 2 Click to display the attached file screen W Attached Files for Larry Adams File 2006 sales analysis xls gt aii Remove en The attached files screen has the following options e Add A browse screen opens for you to select a file to be attached Browse your folders to find and then select the file When a file is selected it is not moved from its location Mortgage Quest only saves a link to the file If you move the file to a different folder you should remove the link and then add again e Remove Remove an attached file link This does not delete the file that is attached it removes the association with this record e View View all checked files with the appropriate program For example the file 2006 sales analysis sprea
262. paign for refinances is a special way to say Thank You to your clients Send greeting cards for 3 years after the loan closes e 7 Thank You Greeting Card Thank you greeting card campaign is a special way to say Thank You to your clients Cards are sent every 6 months for 3 years e 6 Card Seasonal A seasonally appropriate greeting card is sent to your client for 6 times during the year e 12 Card Seasonal Seasonal greeting card campaign is sent every month throughout the year to your clients Mortgage Quest User Guide Version 4 1 7 Contact Greeting Card Campaigns e 12 Card Referral Monthly Keep in touch with your professional referral sources Realtors CPA s Financial Planners etc with greeting cards These cards are sent for you automatically every 1 month for 1 year e 12 Card Referral Quarterly Keep in touch with your professional referral sources Realtors CPA s Financial Planners etc with greeting cards These cards are sent for you automatically every quarter for 3 years e 7 Thank You Greeting Card Thank you greeting card campaign is a special way to say Thank You to your clients Cards are sent every 6 months for 3 years e 6 Card Seasonal A seasonally appropriate greeting card is sent to your client for 6 times during the year e 12 Card Seasonal Seasonal greeting card campaign is sent every month throughout the year to your clients In Touch Today Set Up Before you
263. pe Primary v CitState Zip Upland CA 93939 BestTime 10 00 AM Trans Type Purchase x Other Phones Loan Status x Mailing r Loan Cycle ka Address 2121 Main Ave Apt 210 E Mail chris emarketfocus com CityiState Zip Burbank CA 39399 Sel eBome Wel Loan Cycle Send Mode Action Call Back x 12007002 Fes FT ES v E Mail Letters Last Action era Create Date 12 07 02 Personal Title Click the list preceding the first name field and highlight the desired title if any Names First names are spell checked automatically and are compared with personal titles to make sure they match For example if you select Mr and the first name is Nancy a message appears indicating that the title is male and the first name is female After entering the Borrower s last name press F2 to copy the last name to the co Borrower s last name field Greeting The Greeting field is used as the salutation in letters to Borrowers Greetings can be formal or informal For example Dear Mr Smith is a formal greeting Dear Robert is an informal greeting The type of salutation is determined by the style you select Select Tools Options and the Printing tab to set this option The greeting field is created automatically when you save the record or when you click the Greeting button You may also type in a different greeting if you prefer The Greeting field is used as the salutation in letters to Borrowers Gree
264. people involved Label and Envelope Setup The Label Setup feature allows you to select the type of labels or envelopes to print Mortgage Quest User Guide Version 4 1 7 Changing Label Types 1 Click Label Setup on the Print Monitor screen You can also select Tools Options and the Printing tab to access the label setup 2 Select the type of label from the list If you want to print envelopes select the Laser Bus Envelope 9 1 2 by 4 1 8 3 Click Apply 4 Click Close Printing Envelopes 1 Click Label Setup on the Print Monitor screen or select Tools Options and the Printing tab Click Label Setup 2 Select Laser Bus Envelope and click Apply 3 Click Close Faing i apes and Envelopes Click Label Setup on the Print Monitor screen or select Tools Options and the Printing tab Click the Label Setup button 2 Select the label to edit and click Edit A report form opens for the label 3 Click the fields labeled Line 1 through Line 5 Use the arrow keys to move the fields to a new location You can also use the mouse to drag the fields 4 Close the form and save changes Caution Never delete a field or you will get errors when printing Position Label This feature allows you to set the column and row of the starting label position Date Field The Print Date field contains the date that will appear on printed letters Today s date is the default for the Print Date but you may enter past or future dates If
265. port is available Monday through Friday from 8 am to 5 pm Pacific Standard Time Contacting Technical Support You can contact Technical Support using following methods Telephone 800 708 9715 x3 Fax 858 225 3515 Internet www emarketfocus com support to access the Internet Help Desk Support Services Market Focus Inc uses the latest Internet technology to provide you with many support services including e Mortgage Quest Knowledge Base Central repository for articles on helpful tips answers to how to questions solving problems and other useful information e Mortgage Quest Help Desk Customers can submit support requests and track their status through individual accounts e Mortgage Quest Update Service Program updates and new features are downloaded automatically from Mortgage Quest e Mortgage Quest Online Training Learn how to use Mortgage Quest s basic features via the Internet The training is divided into topic areas Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Setup e 11 Mortgage Quest Overview Contact Management Mortgage Quest contains two databases that allow you to store key information about your current and potential clients The Borrowers database includes information on past and prospective borrowers obtaining loans The Contacts database contains all non borrowers such as Realtors builders escrow agents and attorneys involved in the loan process In ad
266. porting from Other Programs before renaming the status fields Marketing Screen The Marketing screen contains fields to capture key marketing information about this borrower Mortgage Quest User Guide Version 4 1 7 Borrower Loan Details Notes Loan Status Marketing Personal Info Interests Custom Borrower Pay Off Mortgage Upgrade Home Co Borrower Pay Off Mortgage Upgrade Home Goals Pay Off Debts Remove PMI Goals Pay Off Debts Remove PMI Invest Property V Buy First Home Invest Property Buy First Home Other v Other v Desired Rate 6 000 Lead Source Realtor v Referral Type v Referred By Larry List Agent Remove Referral Referrals Given 0 Referred To Paul Planner Add Referred To Last Campaign it Goals Mark the reasons why the borrower and co borrower are obtaining a loan You can select a custom goal from the Other list To create a goal in this list enter the goal name and press Enter Desired Rate Enter the interest rate the borrower is waiting for before obtaining a loan This field is used by the Rate Watch feature to notify you when current interest rates are less than or equal to the desired rate Lead Source Contains the source of the lead To add an item to the list of sources enter the new source name and press Enter Referral Type This field classifies the borrower based on how much business he or she
267. ps for the Broker Owner Campaign 5 1 Tips for recruiting 2 Tips for interviewing 3 How to validate your interview process 4 Importance of modern technology 5 What do employees want from you 6 How to make your office secure 7 Ways to motivate your sales staff 8 Proven tips for ad writing 9 Characteristics of a change leader 10 How to manage change Series 5 Special Letters to Consumers Build long term relationships with your past customers with these special letters to consumers These letters are designed for increasing loyalty and generating referrals Give your clients valuable tips on home ownership and other financial information to constantly stay in contact Mortgage Quest User Guide Version 4 1 7 Marketing Letters and Strategies e 241 SON GO SION Oe BEN Special Interest Letters Tips on fire extinguishers Organizing home related documents Tips for choosing carpet Window options for space Qualities of a remodeler Tips for houseplants Tips for selecting wallpaper Planning for a remodeling project How to plan for a home office How to manage your credit cards How to handle a power failure How to open up small spaces Interviewing remodeler s past customers Tips for organizing your garage Basics of a good paint job How to pull a room together Essential tasks for your garden Repairs that maximize a sell How to maintain your appliances Maintaining good credit H
268. r Your personal title Registered owner last name Your first name Your middle initial Your title Your home phone Your work phone Your work extension Your car phone Your fax number Your street address Your city Your state Your Zip Code Your company Your assistant first name Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Merge Fields 247 R_LP_LAST R_LP_FIRS2 R_LP_LAST2 R_PAGER R_EMAIL R_WEBSITE MERGE1 MERGE2 MERGE3 MERGE4 MERGES MERGE6 MERGE7 MERGE8 MERGE9 Your assistant 1 last name Your assistant 2 first name Your assistant 2 last name Your pager number Your email address Your website User defined merge field 1 User defined merge field 2 User defined merge field 3 User defined merge field 4 User defined merge field 5 User defined merge field 6 User defined merge field 7 User defined merge field 8 User defined merge field 9 Contact and Borrower Merge Fields The following fields are available to insert into letters that have a letter type of Both These letters can be sent to both borrowers and contacts The following fields are common between the borrower and contact database fields Field Name M_PREFIX M_LAST_NAM M_FIRST_NA M_MID M_COMPANY M_ADDRESS M_CITY M_STATE M_ZIP M_ACTION M_EMAIL M_TELEPHON M_WORK_EXT M_DEAR G_DATE G_NAMEI1 G_NAME2 G_REFER R_PREFIX R_LAST_NAM R_FIRST_NA R_INITIAL R_TITLE R_HOMEPHON R_WORKPHON Description Personal
269. r Cost 1 52 Postage 1 64 Total Cost 3 16 Realtor Co Branding Service Market Focus has developed a marketing strategy designed to co brand yourself with your Realtor partners This strategy encourages referrals from Realtors as a result of sending letters and e mail with both your and the assigned Realtor s information and photo to common prospects and past clients This service includes co branded marketing campaigns that can be either printed or e mailed It also includes image hosting on Market Focus e mail servers which contain uploaded photos for use with Mortgage Quest e mail The Realtor Co Branding Service includes the campaigns listed below Each letter and e mail in these campaigns has your information and the assigned Realtor s information March 2 2009 Bruce Albertson Dawn Albertson J f 921 County Road Upland CA 95627 Mike Farrell Kim Bamett Market Focus Inc Remax Associates 856 565 6566 925 708 8587 Mortgage Quest User Guide Vers Dear Bruce and Dawn It was a pleasure speaking with you about your mortgage needs the other day Looking for a home and considering your finance options can be both exciting and confusing at times I would very much like the opportunity to help make this process as easy as possible e Purchase Shopping Co Marketing 10 letters and e mail designed to stay in contact with prospects looking to purchase a home
270. r adjustable loans e Payment Monthly Payment e Lender Lender of the loan e Program Type of loan e Index Index used in adjustable loans e File ID If this loan was imported from another program this field contains the file or record ID used to create the record Second Mortgage Fields The Second Mortgage fields are used for blended loans Commission Calculation Commission is calculated as follows Commission Points x Base Amount x Commission Split Overage x Overage Split x Loan Amount Commission is calculated as follows Commission Points x Base Amount x Commission Split Overage x Overage Split x Loan Amount Commission Split Enter your commission split with your company The preset values can be set in the General Preference screen Select Tools Options and the General Tab Mortgage Quest User Guide Version 4 1 7 Ovr This field is the overage amount applied to the loan Overage Split Enter your overage split with your company The preset values can be set in the General Preference screen Select Tools Options and the General Tab Checklist Screen Borrower Benefits4U Personal Notes Checklist Loan Info Loan Status Outlook Marketing Interests Custom Task Due Completed Assigned A Call Title ie U Order Appraisal Jozani frr Pull Credit 02 21 11 it x sil ll gt 3
271. rates loan programs and important dates for monitoring the status of the loan Financial Fields e Open Date Date loan was opened e Approval Date Loan approval date e Est Close Estimated close date e Close Date Actual close date e Lock Expire Interest lock date e Prepay Penalty Date there is no longer a prepayment penalty for this loan e ARM Adjust Date the ARM loan will adjust e Balloon Adj Date the Balloon payment is due Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 23 For zero point loans you must manually enter the commission e Loan ID Unique ID to identify the loan e 2 Loan ID Unique ID of the second loan e Ovr Split Overage split with your company e Com Split Commission split with your company e Appr Value Appraised value of the home e Comm Commission earned for this loan e Appraiser Appraiser of the home e Processor The processor for this loan e Price Sales price of home e Base Amt Base loan amount e Loan Amt Amount of loan e Down Automatically created from the sales price and loan amount e Rate Loan interest rate e Margin Margin applied to adjustable loans e Points Points for the loan e Ovr Overage percent applied to this loan e LTV Loan to value is automatically created from sales price and loan amount e Ann Cap The annual cap for adjustable loans e Life Cap Interest rate lifetime cap fo
272. rds numbers or dates 3 Adding a Connector Connectors are either AND or OR A connector connects two or more conditions together to retrieve records For example consider the query Borrowers who have loans over 300 000 AND live in San Diego Both conditions must be true in order to retrieve the record 4 Adding Conditions and Connectors To fully specify the records you want to find a query may need to have more conditions How to Create a Query Queries can be created from several different areas of Mortgage Quest The query process begins when you choose one of the following Mortgage Quest features e Set Group Select Group Set Group e Reports Queries from the Reports menu e Create Target List from the Campaign Manager Wizard Borrower Queries Prospects Open Loans during a time period Closed Loans during a time period Loan purpose is purchase a home Loan purpose is refinance Borrowers in the Loan Cycle All Borrowers Empty or partial mailing addresses Borrowers with e mail addresses Copy High priority prospects Cancel ew Edit Cancel New EA cow Bename _Delete _Beport Desired interest rate is between a certain range Rename Loans over 150 000 Loans estimated to close during a time period Delete Self employed people Loans with interest rates between a certain range x Report To create a query The following describes the general steps for creating a query for setting a gro
273. rds without using the Broadcast E mail feature To send a single e card Go to the person s record Select File Send E card Select the e card to send Use the control screen features discussed above to send the e card AUNG Internet Backup and Synchronization Service The Internet Backup and Synchronization service enables you to back up your data to Market Focus remote Internet site for extra security All backups are encrypted to further protect your data This service also provides a method for synchronizing Mortgage Quest data between versions installed on separate computers For example you can synchronize data between Mortgage Quest installed at the office and another Mortgage Quest program installed on your computer at home To back up your Mortgage Quest data to the Internet 1 Select File Back Up Data to Market Focus 2 A backup file of your data is created and uploaded to the Internet Mortgage Quest keeps 7 backup files on the server at any given time To restore your Mortgage Quest data from the Internet 1 Select File Restore Data From Market Focus 2 A list of backup files on the Internet is displayed Each backup file has the date and time in the name so you can determine the latest backup 3 Select the backup file to restore The file is downloaded to your computer and Mortgage Quest restores the data Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Services 233 To synchronize
274. re records e Checkbox Mark the checkbox to enable various controls at the bottom of the screen such as the Delete button e Scroll Bars Click the horizontal and vertical scroll bars to view more records e Sort Data Click a heading title such as Name to sort the data in the grid e Double Click Double click the left mouse button on a record in the grid and the full record is displayed The dashboard is minimized at the bottom of the screen Click the dashboard icon to maximize the dashboard e Right Mouse Click Right mouse click on a record in the grid to display a short cut menu of common commands The buttons at the bottom of the screen perform various actions on records selected in the grid e Select All Marks all record checkboxes in the grid e Select None Unmarks all record checkboxes in the grid e Set Sales Stage Set the sales stage field to a selected value for all marked checkboxes e Set Pipeline Set the pipeline field to a selected value for all marked checkboxes e Set Loan Status Set the loan status field to a selected value for all marked checkboxes e Add to Campaign Add all marked records to a campaign e Notes Show the notes screen for the highlighted record in the grid This feature only works with one record e Delete Permanently delete all records with marked checkboxes e Assign Multi User versions only If you have the privilege to view all
275. records from the last import are removed For example if you click Read Borrowers twice you cannot remove any records created from the first import Show Links This feature allows you to view the links between the Mortgage Quest borrowers and the other programs borrower file If a Mortgage Quest borrower record is incorrectly linked to a file you can do the following to relink the record 1 Select the borrowers in the list to clear You can also select all borrowers 2 Click Clear Links and then Close 3 Click Read Borrowers to relink the borrowers If you are having difficulty linking the correct Mortgage Quest borrower with the correct borrower file enter the corresponding loan number in the Mortgage Quest borrower record before importing Map Loan Officer IDs This feature reads the Rep IDs from the other loan program and displays them for mapping with Mortgage Quest users If all files belong to one loan officer and you are using a single version you don t need to map IDs Mortgage Quest User Guide Version 4 1 7 Importing 193 28 Map User IDs for Point Borrowers C PNTDATA Mortgage Quest Users Other Program Rep IDs f CDC cs Dean Chandler Fu NDC Philip Glass Mortgage Quest Users Other Program Rep IDs v Map To Map Loan Officer IDs Select the Mortgage Quest user from the left list Select the Other Rep ID from the right list Click Map Continue mapping users to IDs as needed Clic
276. report 1 Select File Export 2 Select the type of data to export e Borrowers e Contacts e Borrowers and contacts 3 Select an existing query or create a new query that will select records to export 4 Click Report Mortgage Quest User Guide Version 4 1 7 5 Double click on the fields in the left list to move them to the right list Click Close when finished 6 Click Pick Output Type and select type of file to create such as text with comma separated fields 7 Enter the file name that will contain the exported data The default is QMF_TEMP Don t enter a file extension because this is added by Mortgage Quest based on the file type selected Click Close 9 Click Run Query to export the data to the file name Mortgage Quest exports the data to the installation location such as c program files market focus mortgage quest we To edit an export report 1 Click Reports Report Queries 2 Select the type of data to export e Borrowers e Contacts e Borrowers and contacts 3 Select query used to export the data 4 Click Report You can change the following components e Query e Output type e Exported fields e Sort order 5 Click Run Query to export the data To run an export report 1 Click Reports Report Queries 2 Select the type of data to export e Borrowers e Contacts e Borrowers and contacts Select query used to export the data Click Report Click Run Query a
277. rests by clicking to the right of an empty box and entering a name You can also rename interests by clicking on the name and changing the text However if you plan to purchase interest letters from Market Focus don t rename any of the interests for which you purchase letters The automatic add feature uses the interest names as they are defined Custom Screen The Custom screen contains fields that you define to capture information about the contact You can capture any type of information such as dates and numbers Any custom field you define can be searched for reports adding people to campaigns and creating groups Mortgage Quest allows you to define three types of fields e General Fields Contain general information e Merge Fields Contain general information that can be merged into letters e Monitor Fields Special date fields that are tracked by the Event Monitor When a monitor field contains a date that is equal to or earlier than the current date the Event Monitor notifies you To define a field click to the left of the list and enter the name of the field You can rename fields by clicking on the name and changing the text The General and Merge fields are lists so it is easy to select repeated information Mortgage Quest Record Toolbar The upper toolbar provides quick access to commonly used Mortgage Quest features This toolbar can be hidden or repositioned To hide or view the Record Toolbar Mort
278. ries report e Order View all activities in order Refresh Mortgage Quest with Outlook Data As you add and modify Outlook task and appointment information from Outlook it is useful to occasionally refresh Mortgage Quest data When you refresh all linked appointments and tasks are read from Outlook into Mortgage Quest This is a different feature than synchronizing data between Mortgage Quest and Outlook This feature is also used to read e mail received and sent from Outlook To refresh Mortgage Quest with Outlook data 1 Start Mortgage Quest fa 2 Click to refresh Mortgage Quest with Outlook data 3 Select the refresh options from the screen displayed below Refresh Options Read Outlook Appointments Read Outlook Tasks Read Outlook Inbox C Read Outlook Sent Folder _ Read Outlook Drafts Folder The Refresh screen has the following features e Refresh Screens Refresh screens with data that may have been changed by Outlook or another user in a network environment e Read Outlook Appointments Read all Outlook appointments and link them to Mortgage Quest borrower and contact histories e Read Outlook Tasks Read all Outlook tasks and link them to Mortgage Quest borrower and contact histories e Read Outlook Inbox Read all e mail in the Outlook Inbox and link them to Mortgage Quest borrowers and contacts e Read Outlook Sent Folder Read all e mail sent
279. rom the list of contacts to the list of Current Assignments 4 Click Close when finished Removing Contacts from Related Parties Groups 1 Click the Assign Related Parties icon ba or select Assign Contact 2 Highlight the name of the contact in the Current Assignments list and click Remove or double click the name The contact is moved from the Current Assignments list to the contact s list 3 Click Close when finished Viewing Related Parties Groups 1 Go to the borrower s record 2 Select View Related Parties from the upper menu There are several reports that show multiple related parties groups Select Reports Borrower Reports Related Parties Report You can also select Reports Contact Reports Related Parties Reports to show contacts and which groups they are in Tracking Referrals One of the best ways you can increase your referral business is to formally thank people who refer borrowers to you Mortgage Quest has an easy method for thanking people and keeping track of your referrals at the same time Whenever you assign a referral you can add them to a Referral Thank You campaign Immediately a letter becomes due to print to the person who gave you the referral Assigning Referral Sources 1 Go to the borrower record 2 Select the Assign Referral Source or click the Add Referral button on the Marketing screen 3 Enter the referring person s first and last name and click OK 4 Mortgage Quest searches for t
280. rowers and contacts that have fax numbers Set E mail Letters Sets the E mail Letters checkbox for all borrowers and contacts that have e mail addresses Automatically Set E mail Loan Cycle Option When creating new records either manually or when importing mark the Set Loan Cycle E Mail mode checkbox on the Importing Options screen Mortgage Quest User Guide Version 4 1 7 Events Options Event Options allow you to specify which events you want to monitor and how many days to be reminded before the actual date expires You can improve Mortgage Quest performance by marking only events you want monitored s S Options Faxing Printing Importing Tuning Network Outlook General Time amp Chaos Loan Cycle E Mail Options E Mail Setup V Birthdays _ Check Letters on Startup v Prepayment Penalty Date V Spouses Birthdays V Track Letters to Print v Lock Expired Date V Children s Birthdays VJ ARM Adjust Date V Action Dates v Anniversaries V Balloon Adjust Date V Rate Watch Cl Annual Review C Schedule Print amp E Mail Rate Watch Value 0 000 Check Events on Startup Days before Birthdays and Anniv 7S Days before Balloon Adjust 30 Days before Annual Review os Days before ARM Adjust 30 Days before Lock and Prepayment 7 Reset Birthday Events OK Cancel l Help General Events Contact and Borr
281. rrower to a campaign when the Status is set to Prospect and remove when the Status is Client A campaign event consists of the action to take i e Add or Remove the database field to monitor e g Borrower Status field and the trigger value e g equals to Prospect Mortgage Quest monitors the events you define and takes the specified action when information in the database field matches the trigger values There are many advantages to using campaign events e You can define events to remove a person from one campaign and add the person to a different campaign e Mortgage Quest always notifies you before adding or removing a person from a campaign e You can define one letter special purpose campaigns and add people automatically The following fields are available for creating campaign events for Borrower campaigns e Borrower Status e Loan Purpose e Loan Status e Priority e Property Type e Sales Status The following fields are available for creating campaign events for Contact campaigns e Contact Status e Contact Group e Priority e Sales Status e Title Note You can t create campaign events for Contacts amp Borrower type campaigns Mortgage Quest User Guide Version 4 1 7 Managing Marketing Campaigns e 111 STEP 5 Define Campaign Events Optional x Events Defined for Campaign ADD when Borrower Status equals Prospect ven Borro Status equals Client Remove from Campaign when
282. rrowers or Contacts database to show the appropriate letters to edit For example when you are in the contacts database only contact type letters will be shown in the list Double click on the letter in the list to edit Mortgage Quest starts Word and opens the letter selected To edit an additional letter return to Mortgage Quest s Letter Manager You do not need to exit your word processor When finished editing letters exit Word before printing letters To edit a letter using the Letters Manager WRWNP 6 Fi Click Letters icon Select the type of letters to display Select a letter and click Edit Mortgage Quest starts Word and opens the letter selected To edit an additional letter return to Mortgage Quest s Letter Manager You do not need to exit your word processor When finished editing letters exit Word before printing letters To import a letter You can create a Mortgage Quest letter from another Word document 1 2 3 4 Click the Import button Select the type of letter to create Enter the name of the letter Locate the Word document you want to import and select it Mortgage Quest User Guide Version 4 1 7 5 The document is inserted into the Mortgage Quest letter and Word is started 6 Edit the letter as needed and save 7 Exit Word before importing another letter To rename a letter You may rename any letter except Loan Cycle letters 1 Click the Letter Manager icon
283. s Pipeline The pipeline field is set automatically based on open and close dates as follows e Prospect The open and close date fields are empty e In Processing There is an open date but the close date is empty e Funded There is a close date Priority Select the priority for this borrower Priority can be set to High Medium or Low depending on the level of interest Mail Status The Mail Status field allows you to choose whether or not a person will receive letters If you want a person to receive letters select Send Letters If you do not want a person to receive any letters select Don t Send Letters The Mail Status field allows you to choose whether or not a person will receive letters If you want a person to receive letters select Send Letters If you do not want a person to receive any letters select Don t Send Letters Property Type Select the type of property for the loan such as Primary residence investment construction etc To enter a new property type to the list select a blank item type in the new value and press Enter Transaction Type Select Refinance Purchase Heloc or Reverse You can define a default value when creating new records by selecting Tools Options and the General tab Then set the Default Trans Type Loan Status Click the Loan Status list and select the appropriate status for the loan If the borrower is a prospect Loan Status should be empty The following Loan Status value
284. s are not displayed in the dashboard Hiding the charts increases the speed Mortgage Quest can display the dashboard Also the main grid can be expanded to show more records when the charts are hidden e Records Shows the number of records selected by the filter e Apply Select borrower records based on the data selected in the filter For example you can show all borrowers whose pipeline is set to Prospect and which were created last week e Clear Clears the current filter in place Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts e 51 e Save Saves the filter criteria selected and automatically applies the filter when the dashboard is redisplayed Summary Grid The summary grid shows a summary of the data selected by the filter If you are using the Multi User Enterprise system and have the privilege to view all user s data the summary grid will show each loan officer s data selected by the filter The summary grid uses the pipeline field to determine the number of leads loans in processing and funded loans shown Mortgage Quest also determines if leads are unworked An unworked lead is where there have been no calls tasks appointments e mail or letters sent to the lead Grid Section Features The Grid Section of the dashboard shows all borrower records selected by the filter set in the Upper Section It has the following features e Click to expand the grid to show mo
285. s may cause automatic actions in Mortgage Quest e Open Add borrower to the Loan Cycle and causes an Open letter to become due to print e Approved If the borrower is in the Loan Cycle stop sending Status letters e Closed If the borrower is in the Loan Cycle cause a Close letter to become due to print e Pending The loan approval is pending e Cancelled The loan is cancelled e Denied The loan has been denied To create additional Loan Status types click the Loan Status button Loan Cycle Loan Cycle field indicates whether or not the borrower is receiving Loan Cycle letters Select Add to Loan Cycle to open the loan and add the person to the Loan Cycle in one step You can also remove the person from the Loan Cycle by selecting Remove from Loan Cycle Mortgage Quest User Guide Version 4 1 7 Select Add to Loan Cycle to add a borrower to the Loan Cycle and schedule an Open letter Loan Cycle field indicates whether or not the borrower is receiving Loan Cycle letters Select Add to Loan Cycle to open the loan and add the person to the Loan Cycle in one step You can also remove the person from the Loan Cycle by selecting Remove from Loan Cycle E mail Letters Checkbox The E mail Letters option enables Mortgage Quest to automatically e mail Loan Cycle letters to borrowers Mortgage Quest determines if this person is eligible to receive e mail letters based on the Loan Cycle options Select Tools Opti
286. s related to the applications taken funded and by lead source o Close Ratio The Close Ratio is determined by values in the Pipeline field on the main borrower screen The ratio is calculated by the number of funded loans divided by the total loans either funded or in processing o Application Ratio The Application Ratio is determined by Pipeline field on the main borrower screen It is calculated by the number of loans that are either funded or in processing divided by the total number of borrower records o Application Ratio Lead Source The Application Ratio by lead source uses the same calculations as the Application Ratio described above The only difference is that the data is segmented by lead source so you can tell which lead sources are providing the most applications Using the Dashboard to Manage Contacts The Mortgage Quest Dashboard provides many tools to help you manage your data more effectively and give you feedback on your business without having to run reports Click A to show the dashboard The dashboard shown below is divided into three sections Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 53 e Upper Section has controls for selecting records shown in the grid and the charts It also has a summary for each registered loan officer e Grid Section shows the records selected in a grid layout e Chart Section shows three sets of charts that summarize d
287. s shared between the two programs and the Activity Manager which allows you to define a series of activities that are created automatically for workflow management Mortgage Quest provides the following integration features Data is synchronized between Mortgage Quest and the Outlook Contacts folder You can create and edit linked tasks and appointments from Mortgage Quest You can also assign these tasks to other people inside or outside your office Linked tasks and appointments are displayed in Mortgage Quest You can view all Outlook tasks and appointments from within Mortgage Quest All e mail sent and received in Outlook are linked to borrower and contact records Information added or modified in either Mortgage Quest or Outlook is transferred automatically Mortgage Quest borrower loan details are transferred into Outlook notes You create and manage a series of activities through the Activity Manager You can create rate lock events in the Outlook calendar You can select which Outlook folders to use with Mortgage Quest Microsoft Exchange compatible To Enable Disable Outlook Interface 1 2 3 Start Mortgage Quest Select Tools Options and the Outlook tab Mark or unmark the Use Outlook checkbox A marked box means the Outlook interface is enabled Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface 67 4 If desired mark the Show Linked Tasks and Appts checkbox
288. se options can also be accessed from the Import screen See Importing Data gt S Options General Time amp Chaos Loan Cycle Events E Mail Options E Mail Setup Faxing Printing Tuning Network Outlook C Update All Files C Add to Loan Cycle C import Denied Loans C Switch Mail Address E Update Names Track Birthdays Cl Create ARM and Balloon Adjust Dates Z Match Loan ID E Set Loan Cycle Email Made C import Partial SSN Reset Import Tracking Enable Interfaces ly OK Cancel L Help Update All Files After Mortgage Quest records are created they can be updated If marked all imported records will be read and updated If unmarked only certain records are updated For example when updating borrower records only open loans and prospects are updated Closed loans are not Update Time amp Chaos If marked imported data is also transferred to Time amp Chaos Import Denied Loans If marked Mortgage Quest ignores any borrower records that have a loan status of denied cancelled or withdrawn Update Names If marked Mortgage Quest will update its first and last name fields with the names imported Unmark this if you want to be able to use different names in Mortgage Quest than the names imported For example a borrower s formal name in the 1003 is Francis Jones Mortgage Quest will create the record as Francis Jones If you change the name to Frank to be more informal unmar
289. show your account balance order history and service usage statistics Mortgage Quest is integrated with the following services e Website Integration with LinkuRealty monthly e Postcards and Greeting Card Campaigns www intouchtoday com e Address Verification www melissadata com e Letter Printing Eye Comm Account Management In order to use Mortgage Quest services on a pay per use basis you need to add money to your service account and have access to the Internet As you use each service the cost is deducted from your account You can add money to your account anytime via the Internet You can also call Market Focus Sales at 800 708 9715 to order by phone Account Management is not needed for the Website Integration service To add money to the account via the Internet 3 Start Mortgage Quest 4 Select Services Account Management Add to Account 5 Mortgage Quest displays a web page in your Internet browser Follow the instructions to complete the secure credit card entry form Upon completion an order confirmation is e mailed to you by the credit card processing company 6 Market Focus will receive your order and process it within one business day After the order is processed you will receive an e mail Mortgage Quest User Guide Version 4 1 7 from Market Focus indicating that your account has been updated on the Internet When you receive the Market Focus e mail select Services Account Management
290. skette Please indicate your delivery preference with your request Mail the order to Market Focus 10650 Scripps Ranch Blvd 121 San Diego CA 92131 Mortgage Quest User Guide Version 4 1 7 e 253
291. splay the person s record Drag and Drop To Add When the Borrower or Contact Records list is displayed you can select a person from the list and drag them to the appointments or tasks list to create a linked item Hold the left mouse button down on a person s name and move the mouse directly over the appointments or tasks list and then release the mouse button Complete Tasks To mark a task completed click the checkbox next to the task item The item in Outlook will also be marked complete Appointment View Select a time period Today or next 7 days from the Appointment View list The appointment start date is used to select appointments to view Task View The task status is used to change the list of tasks displayed You can also select Overdue tasks which is based on the task s due date Mortgage Quest User Guide Version 4 1 7 Using the Activity Manager The Activity Manager allows you to define a series of activities that you always want to perform For example you can define an activity series for following up with new leads You could also define an activity series for when a loan opens An activity series consists of one or more activities There are two types of activities The first type is to add a person to a campaign The second type is to create an Outlook task Keep in mind that activities define events that you want performed every time you add a person to the series You create a
292. splayed Click Add to add people to the campaign Click Next when finished Click Add Product to Order You can add additional products or submit the order as described in the previous section Viewing Birthday Card Campaigns Mortgage Quest tracks everyone placed on In Touch Today birthday card campaigns To view the list select Services In Touch Today View Birthday Campaigns To remove someone from the campaign mark the checkbox next to their name and click Remove An e mail is sent to In Touch Today to remove the selected people from the campaign amp Birthday Campaigns Name Campaign Upload Date Last Card Next Card A C Borrower Joe B Birthday Campaign 10 31 06 if 12 18 06 C Coborrower Joann 8 Spouse Birthday Campaign 40 31 06 ii 09 20 07 List Agent Larry C Birthday Campaign 10 31 06 if 09 9 07 C List Agent Martha C Spouse Birthday Campaign 10 31 06 it 04 9 07 v kil gt Select All Select None Remove Close Help Mortgage Quest User Guide Version 4 1 7 Ordering Greeting Card Campaigns When you enable the In Touch Today service Mortgage Quest creates special greeting card campaigns These campaigns have all the features of other Mortgage Quest campaigns such as the methods for adding and removing people viewing status and tracking marketing results When you add people to In Touch Today Greeting Card campaigns and submit the order Mor
293. st Mortgage Quest User Guide Version 4 1 7 Importing 195 Calyx Point Interface User Notes The Mortgage Quest Interface Kit allows you to read data directly from Calyx Point for Windows and create Mortgage Quest borrower and contact records You can also create Calyx Point borrower and prospect files from Mortgage Quest borrower information The following are exceptions to the common import features Other Program Locations Mortgage Quest reads a file called winpoint ini to determine which Calyx folders you can access This file is located in the Windows folder If the correct Calyx folders don t appear in the Read Data From list use the Calyx Point Data Folder Manager to create or gain access to the folders you want to read If Point is not installed on your computer yov ll need to create folders for your Point files To import files when Calyx Point is not installed 1 Create a folder to contain your Point borrower files C PNTDATA BORROWER 2 Move all files that have the file extension BRW into this folder 3 Create a folder to contain your Point prospect files C PNTDATA PROSPECT 4 Move all files that have the file extension PRS into this folder 5 Ifyou want to have other Point data folders to import you II need to edit the winpoint ini file located in the Mortgage Quest program folder C PROGRAM FILES MARKET FOCUS MORTGAGE QUEST For example you might want to create a folder for clos
294. st and Outlook records Clear Outlook Birthdays Removes all birthday events created in Outlook from Mortgage Quest birthday fields Clear Outlook Links Mortgage Quest tracks links between borrower and contact records and the Outlook records in the Contacts folder Clear Outlook Links clears these links The links are reestablished the next time you sync with Outlook Clear Deleted Items Folder Removes all items in the Outlook Deleted Items folder View Log The log tracks Outlook errors that may have occurred Defining Custom Fields Mortgage Quest allows you to define your own fields for borrower and contact records There are three types of fields you can define General Merge and Monitor fields The General and Merge fields are list type fields e General fields contain any information about borrowers or contacts e Merge fields contain information that can be merged into letters They also can be used as general fields e Monitor fields are date fields that can be tracked by the Event Monitor When Mortgage Quest starts these fields are searched When a date matches or is less than the current date the field title will appear in the Event Monitor window To define a custom field Go to the Borrowers or Contacts database Click the Custom tab Click to the left of a field you wish to define Enter the name of the field Click in the field and enter any information such as number characters or dates and press th
295. st and last name If Mortgage Quest doesn t find a matching borrower it will create a new record in the Borrowers database If a borrower has been previously imported Mortgage Quest updates the record with new imported information If the Update All option is set to Yes Mortgage Quest updates all previously imported records If it is not set only open loans and prospects are updated Closed loans are not updated This improves importing performance Mortgage Quest User Guide Version 4 1 7 Importing 191 Read Contacts The majority of interface modules create contact records in Mortgage Quest from information stored in the other program s Agent screen These are automatically created and assigned to the related parties for the loan The Read Contacts feature creates and updates contact records in Mortgage Quest if contacts are stored in separate databases or data files Contacts are all non borrowers such as personal contacts Realtors attorneys financial planners etc To read contacts r 1 Click the Import C gt icon 2 Select the name of the other program or the template name from the Read Data From list 3 If you are using the Multi User Enterprise system select the Mortgage Quest user from the list of users You can also select All Loan Officers from the list However you should map loan officer IDs to all Mortgage Quest users before you use the All Loan Officers option 4 Ifyou mapped Rep IDs to Mortgage Que
296. st name Assigned borrower first name Assigned borrower middle initial Assigned co borrower personal title Assigned co borrower last name Assigned co borrower first name Assigned co borrower middle initial Assigned borrower property address Assigned borrower property city Assigned borrower property state Assigned borrower property zipcode Assigned borrower property phone Loan status Credit report Loan status Credit Explanation letter Loan status Appraisal Loan status Employment verification Loan status Tax amp W2 forms Loan status Sale escrow instructions Loan status Verification of deposit Loan status Home association information Loan status Mortgage verification Loan status Rental agreement Loan status Title report Loan status File ready Loan status Other checkbox Loan status File submitted Loan status Loan approved Loan status other line1 Loan status other line2 Loan status other line3 Co Contact personal title Co Contact first name Co Contact middle initial Co Contact last name Contact fax number Contact home phone number Contact car phone number Contact pager number Your personal title Your last name Your first name Your middle initial Your title Your home phone number Your work phone number Your work extension Mortgage Quest User Guide Version 4 1 7 R_CARPHONE R_FAX_NUMB R_STREET R_CITY R_STATE R_ZIP R_COMPANY R_LP_FIRST R_LP_LAST R_LP_FIRS2 R_LP
297. st users only files that match the Other Program Loan Officer ID data will be read If this field is blank all files are read and created in the name of the loan officer selected 5 Click Read Contacts 6 When Mortgage Quest reads contacts from another program or data file it searches its Contacts database to see if the record already exists Mortgage Quest will not create another contact record if it finds a match A match is found if the record has not been previously imported and the first and last names are the same 7 Tf Mortgage Quest doesn t find a matching contact it will create a new record in the Contacts database 8 Ifa contact has been previously imported Mortgage Quest updates the record with new imported information Importing Options The Setup Wizard guides you through setting import option This option allows you set options without using the Setup Wizard Update All Files After Mortgage Quest records are created they can be updated If marked all imported records will be read and updated If unmarked only certain records are updated For example when updating borrower records only open loans and prospects are updated Closed loans are not Update Time amp Chaos If marked imported data is also transferred to Time amp Chaos Import Denied Loans If marked Mortgage Quest ignores any borrower records that have a loan status of denied cancelled or withdrawn Add to Loan Cycle If marked Mortgage Qu
298. t will use the home address fields if the Mail to Home Address checkbox is marked When you change a borrower or contact address Mortgage Quest will send a change of address request to In Touch Today if that person is on a greeting card campaign If you delete a person from Mortgage Quest and that person is on a greeting card campaign a remove request is e mailed to In Touch Today If you remove a person from an In Touch Today greeting card campaign a remove request is e mailed to In Touch Today Market Focus Inc has partnered with a direct marketing communications firm named Eye Comm to print and mail Mortgage Quest letters This service is on demand so you can choose when you want to print letters on your computer or send them to Eye Comm for printing and mailing Here s how it works When letters are due to print you are given an option to print to your computer or send to Market Focus Inc which tracks and sends the letters to Eye Comm When the Send to Market Focus option is selected Mortgage Quest performs the mail merge on your computer and then e mails the output along with a matching address list to Market Focus The letters are tracked in Mortgage Quest exactly the same way Mortgage Quest User Guide Version 4 1 7 Key features of the service include Letters are printed on your stationery Addresses are printed on envelopes First class stamps are applied to envelopes The cost for printing and maili
299. t Letters for more information Reschedule Letters The maximum number of letters that can be queued to print for one campaign is approximately 2300 This option allows you to set the number of letters to print today to below this value The letters not printed will be rescheduled to the next day You can also use this feature to reduce the number of letters you want to print for any campaign For example if a campaign has 1000 letters due to print and you only want to print 400 click Reschedule Letters and enter 400 Mortgage Quest reschedules 600 letters for the next day and brings the total to print today to 400 Reinstall Letters This feature reinstalls the standard letters and e mail Label Setup This option allows you to change the style of label or envelope See Printing Letters and Labels for more information E Mail Options When Mortgage Quest sends e mail it writes optional information at the bottom of the e mail such as your e mail and web site addresses The e mail options specify which information to include as well as what subject line to write for status letters Options Faxing Printing Importing Tuning Network General Time amp Chaos Loan Cycle Events C Company Name Put First Name in E Mail Subject C Office Phone Number C Fax Number E Mail Newsletter File Pager verify Newsletters Cell Phone Number Home Phone Number Cl Use E Mail PS Statement E mail Address C Loan Officer Website UR
300. t Open Status Close and 3 6 12 month referral letters Mortgage Quest can import data from the following ACT 3 0 4 0 2000 Byte Enterprises Calyx Point Contour Loan Handler Encompass Fannie Mae 3 2 Files Genesis 2000 LoanSoft Mortgage Quest User Guide Version 4 1 7 Importing 185 Importing Features Mortgage Quest uses a common set of features to manage and control importing data The availability of a particular Mortgage Quest feature depends on the types of data contained in the other program T Import from Other Programs Read Data From Mortgage Quest User Program File Location CAPNTDATA a Other Program Loan Rep ID Henricksen John iv Import Options Map Loan Officer IDs Setup Wizard Show Links Remove Last Import Close The import screen has the following features Read Data From Select the interface module or file to be imported Program File Location Specifies where the other program is located or the file to be imported Mortgage Quest User If you are using the Multi User Enterprise system you can select a user to import Other Program Loan Rep ID Information in this field is used to determine which loan files belong to a Mortgage Quest user For example if Mortgage Quest User John Brown identifies his loans as JB this field should contain JB Use Map Loan Officer IDs to set this field Read Borrowers Reads information from another program
301. t attended school Years Exp Number of years in this profession Hobbies general hobbies This field is used for compatibility with older versions of Mortgage Quest See Interests screen Sports general sports This field is used for compatibility with older versions of Mortgage Quest See Interests screen Asst First Assistant s first name Asst Last Assistant s last name Birthdays Enter the date of birth Ages current ages of contact and spouse This field is calculated automatically when the birthday is entered Other Phones Enter alternate phones or the spouse s phone information E Mail Address Enter alternate or spouse s email address Clicking Send creates a temporary e mail message Spouse Name of the spouse Occupation Spouse s occupation Employer Spouse s employer Children s Birthdays Enter the first names only and enter each child s date of birth Assignments The number of times this contact is in a related parties group This field cannot be modified directly It updates when the contact is added to a related parties group Referrals The number of referrals this contacts has given you You cannot modify this field directly It is updated when you assign this contact as the referring source for a borrower Referral Type This field classifies the contact based on how much business he or she gives you Last Campaign and Date Contains the name and
302. t required to have a signature graphic image The signature graphic file can be created using a scanner and photo imaging software The size of the image must be 250 pixels wide by 134 pixels high and it must be a bitmap image The width of the graphic can be larger than 250 pixels But the height of the image should be 134 pixels Appendix A contains a template to assist you with scanning signatures Photo Graphic It is not required to have a photo image You can choose to print only the signature graphic If you want to print photo images have your picture taken and save it as a digitized image You may also need photo imaging software to resize the image The digitized image should be 75 pixels wide by 113 pixels high and it must be a bitmap image BMP Registering graphics in Mortgage Quest In order to use graphics in Mortgage Quest you must register them If you have a Multi User Enterprise system you can register photo and signature images for each registered user To register graphics 1 Click the Register icon 2 Click Get Signature File and then select the appropriate bitmap file 3 Click Get Photo File and the select the appropriate bitmap file 4 Repeat for each registered user on the system Editing Letters with Graphic Images All Mortgage Quest letters have graphic images links that can be edited To edit a letter with graphics 1 First register the graphic files for each user 2 Click Letter Manager 3
303. tact File for each loan Mortgage Quest also reads the Business Contacts Roledex to create and update Mortgage Quest Contact records Note Borrower records are not created from the Encompass Contact File Roledex They are created from actual loan files Encompass Setup Requirements Mortgage Quest uses the Encompass SDK software to read Encompass data The following is needed to enable the SDK software on each computer that will be used to import data from Encompass into Mortgage Quest e Unique SDK license key obtained from Ellie Mae or Market Focus for each computer e Internet Connection e Encompass software installed as a client standalone or server Encompass Setup Instructions Mortgage Quest imports data from Encompass installed in standalone and client server environments Select Encompass Networked to read data from an Encompass client server installation Select Encompass Offline to read data from an Encompass standalone installation Both interface modes must be set up using the Setup Wizard before they can be used Encompass Network Setup Select Encompass Networked from the Read Data From menu Click Setup Wizard and select the common import options needed Select the Encompass Server location from the screen shown below If the Encompass server is on a LAN enter the computer name or IP address where the Encompass Server is installed Click Browse to browse the network and locate the computer if needed T
304. tartup Show Last Used v C Dont Calculate Commission C Show Checklist Screen OK Cancel Help Capitalize Names If marked the first letter of names companies and cities will be capitalized automatically This allows you to enter data without worrying about capitalization Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest e 151 When entering borrower and contact last names the auto capitalize feature correctly capitalizes names beginning with Mc Mac and O such as McDonald MacDonald and O Neal Hyphenated last names are also capitalized correctly such as Bently Smith When entering company names such as ABC Realtors the ABC is not capitalized Mortgage Quest will not capitalize any part of a company name that is 3 characters or less In these cases you need to provide the correct capitalization Note If Mortgage Quest doesn t capitalize a name correctly press Tab to exit the field Then click into the field and capitalize the name as needed Click Save to save the changes Automatic Zip Code If marked the city and state information will be inserted automatically after entering a zip code If the zip code is not in the zip code list you will be asked to add the new zip code to the list Search Company Name If marked Mortgage Quest searches a company name list as you enter a company name for a new contact record As you type matching companies appear and it fil
305. tatus is set to Prospect Over time you ll add borrower records whose status is set to Prospect and there will be borrower records whose status field is changed from Prospect to Client or some other value When you rerun the query for this campaign and select the Add and Remove option it will add new people whose status is Prospect and remove people whose status is not set to Prospect To change the Letter List 1 2 Click the Letter List tab Use the Add and Remove buttons to add and remove letters from the list You can also change the days between letters Caution Be very careful when changing a Letter List of an Active campaign You could get errors when printing letters The following are precautions e You can add letters to the end of a Letter List The only precaution is people who have completed the campaign i e received all letters in the list will not receive the newly added letters It s best to add letters to the campaign before people finish the campaign Mortgage Quest User Guide Version 4 1 7 e This doesn t apply to the special interest campaigns purchased by Market Focus The installer will start people in the campaign on the new letter e Ifyou remove a letter from a Letter List you may get errors if that letter is due to print e Ifyou change the number of days between letters the change doesn t take effect until the previous letter is printed For example let s say you change the
306. ted on each label This is useful when printing mailing labels for postcards or newsletters that contain loan officer information such as pictures names etc The code helps you identify that a person s address correlates with specific loan officers This option is only applicable with multi user systems Remove 4 Part of Zipcode If marked the 4 digit zipcode extension is removed from letters envelopes and labels Contact Labels Specifies the style for printing labels to contacts Mortgage Quest User Guide Version 4 1 7 Customizing Mortgage Quest 157 e Company Name First e Company Name Second Pause for Stationery Change This option is only valid for the Multi User Enterprise system Mortgage Quest prints letters in loan officer order If marked Mortgage Quest will pause after each group of loan officer letters print This allows you to load custom stationery for each loan officer Write Postscript on Letters Mortgage Quest writes postscript statements at the end of letters when this option is marked See Customizing Mortgage Quest letters for more information Format Labels Prepares labels in the format recommended by the Postal service in the U S and Canada Greeting Style This option allows you to choose between formal and informal greeting styles The formal style uses the name prefix and the person s last name The informal style uses only the person s first name e Formal Dear Mr Dwyer
307. tely 5 lines after the last sentence so there is room for your signature or scanned image of your signature Note Do not type your name at the end of a letter otherwise you will see two names at the bottom of the letters Spanish Letters The Mortgage Quest Spanish letters module contains the 78 basic letters translated into Spanish such as Loan Cycle letters shopping and past buyer letters The borrowers and contacts general screen has a checkbox called Spanish Letters which tells Mortgage Quest to select the Spanish version when letters are printed All Spanish letters have the prefix S to help you distinguish them from their English equivalent When you click the Letter Manager icon you can view Spanish or English letters You can also create custom Spanish letters for marketing campaigns Spanish letters can only be printed If you fax or e mail a letter to a person who has the Spanish Letters checkbox marked they will receive the English version Mortgage Quest User Guide Version 4 1 7 Letter Graphics optional Each Mortgage Quest letter contains two graphic files that can be linked to your photo and signature In order for Mortgage Quest to print signatures and photos in letters you must have graphic files that conform to a specific standard These images must be bitmap images and have the extension _BMP They must also be a certain size otherwise they will not print correctly Signature Graphic It is no
308. ters 3 Select people you want to send the newsletters to for the Target List Mortgage Quest User Guide Version 4 1 7 xno For the Letter List move each empty letter you created e g Realtor Newsletter 1 to the right side of the list and set the number of days between each newsletter Follow the remaining steps to complete the campaign so that it is Ready Close the Campaign Manger and click the Print Monitor pa icon Highlight the campaign and click the Labels Only button Mortgage Quests will ask if you want to print labels for the campaign and whether or not you want to track the newsletter sent Tracking newsletters allows you to view which newsletters a borrower or contact received The Letters g icon displays tracked newsletters and other letters sent to each person The tracked newsletters will also be used in the Market Production Report so you can track your results Mortgage Quest User Guide Version 4 1 7 Managing Marketing Campaigns 121 Loan Cycle Marketing The Loan Process amp Loan Cycle Marketing The Loan Cycle follows the loan acquisition process 1 2 Create a new borrower record in the Borrowers database Use the Assign Contacts feature to create a related parties group In other words you will be assigning all contacts involved with the loan If a Realtor is both the listing and the selling agent assign that person as the selling agent Everyone in the related parties gro
309. tgage Quest Letters e 131 E Mail Header Displays the file containing the e mail header information applied to this e mail E Mail Signature Displays the file containing the e mail signature information applied to this e mail To create a new letter 1 a 10 11 F Click the Letters h icon Select the type of letters to display such as English e mail Spanish or All versions Click New Select the type of letter to create such as Borrowers Contacts or Borrowers and Contacts The type of letter must match the type of person you plan to send the letter to For example if you plan to send the letter to borrowers only Borrower must be selected as the letter type Enter a unique name for the letter For an e mail type letter enter the e mail subject Mortgage Quest opens the new letter with database merge fields for the address portion of the letter Write the letter and insert any database merge fields desired Note Do not type your name or title at the end of the letter Mortgage Quest does this automatically Save your changes and exit Word Click Close to exit the Letter Manager Caution Don t use Save As to save the letter to a different Word document You cannot use this document in Mortgage Quest i e the Saved As document To edit a letter using the Letters List 1 B 3 4 5 6 If the Letters List is not displayed select View Lists and Show Letters List Go to the Bo
310. tgage Quest uploads the mailing addresses to In Touch Today only one time In Touch Today mails each greeting card to all people in the campaign at the appropriate time Mortgage Quest continues to track each person you add to In Touch Today campaigns However since In Touch Today is mailing the card Mortgage Quest can only estimate the date the card is actually sent To order a greeting card campaign 1 Start Mortgage Quest 2 Add a borrower or contact to the appropriate In Touch Today Greeting Card campaign There are many ways to add people to campaigns See the section on Managing Marketing Campaigns for the various ways to add people to campaigns Click the Print Monitor Jicon The Greeting Card campaign will be listed in the Print monitor Select the Greeting Card campaign and click Upload Now This is the process to order the campaign and upload the information to In Touch Today The following screen displays GEES T 7 Card After Closing Purchase Account Balance 102 00 Name V Borrower Joe lt gt Unmark All Quantity 1 Cost per Person 25 00 Cost 25 00 Sales Tax 0 00 Total Cost 25 00 Submit Cancel l Help 6 The people in the list will be uploaded to In Touch Today only one time and the cost of the order is calculated If you want to remove someone from the campaign unmark the checkbox next to their name Mortgage Quest User Guide Version 4 1 7 Mortgage Q
311. the Activities list is not showing select View Lists and Show Activities List 2 Go to the contacts or borrowers database to display the list of activities 3 Find the person in the Record list by typing the last name 4 When the person is found click on the name in the list hold the left mouse button down and drag the name to a campaign in the Activities list Let go of the mouse button To add a person to an activity from the menu 1 Go to the person s record in the Borrowers or Contacts database 2 Select Activities Add to Activity You can also right mouse click and select Activities Add to Activity 3 Select an activity from the list 4 Ifthe activity series contains Outlook tasks Mortgage Quest creates linked Outlook tasks with the person displayed If Outlook tasks are assigned to other people they are e mailed the task For more information on how assigned Outlook tasks are managed see the section called Creating and Managing Outlook Tasks 5 Ifthe activity contains add to campaign activities the person displayed is added to the campaign and the first letter is scheduled to print at the appropriate time Removing People from Activities Series There are several ways to remove people from activities You can manually remove them or Mortgage Quest automatically removes them if you defined an Activity event and the trigger value matches the event condition The following describes how to manually remove a person
312. the screen 4 Select File Add to Campaign or right mouse click and select Add to Campaign 5 Select a campaign 6 The Add options screen displays Select Add All to add everyone in the group to the campaign The People to Add field displays the number of people in the group that will be added to the campaign 7 Select other options as desired and click OK To add people from the Card File View The Card File View is used in many features to display lists of people For example it s used to display rate watch birthdays ARM adjust and balloon adjust events You can add everyone listed in the Card File View to a campaign 1 While the Card File View is displayed click Add to Campaign 2 Select a campaign 3 The Add Options screen displays The default option is to add the person highlighted in the Card File View list to the campaign Click Add All People to add everyone in the list Note If you click Add All People you may get a message stating that you can t add everyone to this type of campaign This means that the list of people contains both borrowers and contacts But the campaign selected is for only borrowers or only contacts 4 Click OK Removing People from Marketing Campaigns There are several ways to remove people from campaigns From the Menu Go the person s record and select File Remove from Campaign Edit the Campaign Go to the Campaign Manager and edit the campaign Click the Target List t
313. this field e Sales Stage This is the same sales stage field on the main screen You can change the sales stage from this list and it will update the main screen field e Call Result After you complete a call select the call result from the list You must select a result before you can save the call Mortgage Quest User Guide Version 4 1 7 Notes Enter notes in three separate areas as needed Biggest problem Objective and Other Notes When making outbound calls this information helps you focus your conversation Start Stop Call Click Start Call to begin the call timer When you finish a call click Stop Call Save Call Save the call results If the Save Call in Notes checkbox is marked the results will be saved also in the main notes screen Cancel Call Don t save the call Save Notes Save information in the Notes Forecast Displays the forecast screen for entering forecast information Making Sales Forecasts When you believe a prospect is likely to become a customer you can put them on your sales forecast This will help you track your prospects more effectively To add a person or view the forecast 1 2 Go to the person s Mortgage Quest record Select View Forecast W Arthur Aguilar Sale Forecast EstSale Date 03 10 06 Probability 65 S Sale Value 650 000 A Comments The forecast screen has the following features Est Sale Date Estimated sale date
314. this happens you need to add the item to the Status list and the data will appear Closing the Spreadsheet There are three ways to close the spreadsheet screen When you close the screen the record highlighted will be displayed 1 Double click or press Enter on a record 2 Click the icon at the top upper left and select Close 3 Click the Close box at the top right side of the screen Spreadsheet Manager The Spreadsheet Manager allows you to create various views of your data ina spreadsheet format You can set a specific view to be used as the default Mortgage Quest User Guide Version 4 1 7 Managing Borrowers amp Contacts 63 Wi Spreadsheet Manager Select View dg New Edit Delete Rename Close z Help dadda To access the Spreadsheet Manager Select View Spreadsheet The Manager has the following features e Select use the selected view as the default e View display the selected view e New create a new view e Edit edit an existing view e Delete delete an existing view e Rename rename an existing view To create a Spreadsheet view 1 Select View Spreadsheet Manager 2 Click New 3 Select the fields you want to view and double click or click the Select button 4 Click Save and enter a name to describe the view 5 Ifyou want this view used as the default when you display the spreadsheet highlight the view and click Select View List of Contacts To view a
315. timum use of technology Importance of knowing your services Tips for dealing with difficult people Recipe for a sale Client follow up and referrals Survival strategies 8 ways to say thank you Marketing Tips Campaign 2 1 Rating your networking skills Mortgage Quest User Guide Version 4 1 7 2 Creating a Career Book 3 Prospecting with your Career Book 4 Building rapport with sellers 5 Tips for going through the sellers home 6 Surviving the economic roller coaster 7 How to draw attention to your business cards 8 Writing effective prospecting letters 9 Tips for cold calling 10 Keeping in touch with postcards tesing the Property Campaign 3 How to secure and retain listings 3 How to select the best clients 3 Preparing for the listing presentation 4 Tips for the listing presentation 5 Creating a listing packet 6 What to do during the listing appointments 7 Steps for taking the listing 8 How to make the listing a success 9 Ways to ensure sellers prepare their home 10 Organization can make the difference Selling the Property Campaign 4 Staging the inside of the home z Staging the outside of the home 3 Tips for showing a home 4 Writing ads that appeal to buyers 5 Determining the value of home improvements 6 Getting buyers to the homes 7 Helping buyers find what they re looking for 8 Holding an open house 9 Targeting job transfers 10 Following up to close Ti
316. ting card campaigns that are integrated into Mortgage Quest When you add someone to these campaigns in Mortgage Quest the appropriate information is transmitted to In Touch Today These greeting card campaigns are created in Mortgage Quest when the In Touch Today service is enabled These special campaigns have all the features of regular Mortgage Quest campaigns such as the methods for adding and removing people to and from campaigns viewing status and tracking marketing results Borrower Greeting Card Campaigns e 6 Card After Closing Purchase After closing greeting card campaign for purchases is a special way to say Thank You to your clients Send greeting cards for 3 years after the loan closes The first card is sent 6 months after the close date This allows you to send a closing gift and follow up with a greeting card six months later e 6 Card After Closing Refinance After closing greeting card campaign for refinances is a special way to say Thank You to your clients Send greeting cards for 3 years after the loan closes This first card is sent 6 months after the close date This allows you to send a closing gift and follow up with a greeting card six months later e 7 Card After Closing Purchase After closing greeting card campaign for purchases is a special way to say Thank You to your clients Send greeting cards for 3 years after the loan closes e 7 Card After Closing Refinance After closing greeting card cam
317. tings can be formal or informal For example Dear Mr Smith is a formal greeting Dear Robert is an informal greeting The type of salutation is determined by the style you select Select Tools Options and the Printing tab to set this option The greeting field is created automatically when you save the record or when you click the Greeting button You may also type in a different greeting if you prefer Create Date Mortgage Quest automatically enters the date the Borrower record was created This date is important because it is used to select records by various reports Addresses Mortgage Quest User Guide Version 4 1 7 Enter the property address then the mailing address All letters are sent to the mailing address If the mailing address is the same as the property address click Copy or press F4 When you enter a zip code and the Automatic Zip code feature is enabled the city and state information is automatically entered If the zip code is not in the database you can add the zip code to the list You can also enter zip codes into the zip code database through the Modify Lists feature Select Tools Modify Lists and borrower or contact lists Phone Numbers Enter the phone numbers for the borrower Best Time Select the best time of day to contact this person Other Phones Click Other Phones to display alternative phones Best Way to Communicate The checkboxes next to the various phone numbers indicate th
318. tion Features The Upper Section of the dashboard has controls to select records based on specific criteria called filters Records can be selected by sales stage group status and the date records were created in Mortgage Quest When filters are applied Mortgage Quest selects records based on the filter values and updates the summary grid the main grid and charts accordingly Filter Controls e Sales Stage Shows only contacts who have the selected sales stage value e Group Shows only contacts who have the selected group value e Dates Shows only contacts whose create dates are between the dates You can select from the list or enter dates into the fields e Status Shows only contacts who have the selected status value e User Multi user versions Only If you have the privilege to view all users data show only the selected user s records e Hide Charts When marked the charts are not displayed in the dashboard Hiding the charts increases the speed Mortgage Quest can display the dashboard Also the main grid can be expanded to show more records when the charts are hidden e Records Shows the number of records selected by the filter Mortgage Quest User Guide Version 4 1 7 Apply Select contact records based on the data selected in the filter For example you can show all contacts whose group is set to Realtor and which were created last week Clear Clears the current filter in place
319. tion called Mortgage Quest E mail Setup for more information 1 When you click E Mail the following screen displays 2 Fill in the e mail recipients subject and your message 3 The signature block at the end of the email is generated from information in the register screen and email options selected Select Tools Options and click the email tab to change this information 4 Click Send to send the message 5 Ifdesired you can save the e mail message in the notes File Edit Insert Options iE Send 0 a Click h Click h Click here lt type message here gt Bob Suttcliff Your Lender For Life Loans Plus Bob LoanPlus com www loansplus com Using the Dashboard to Manage Borrowers The Mortgage Quest Dashboard provides many tools to help you manage your data more effectively and give you feedback on your business without having to run reports Click to show the dashboard The dashboard shown below is divided into three sections e Upper Section has controls for selecting data shown in the grid and the charts It also has a summary for each registered loan officer e Grid Section shows the records selected in a grid layout e Chart Section shows three sets of charts that summarize data selected in the upper section Mortgage Quest User Guide Version 4 1 7 T Mortgage Quest Borrowers Dashboard Loe
320. tions and you want certain conditions evaluated together 1 Select the beginning condition to bracket 2 Click Bracket 3 Click Insert 4 Select the ending condition to bracket by double clicking the mouse the desired condition Parentheses are inserted around the beginning and ending conditions Removing a Bracket 1 Select the first condition that contains the first bracket 2 Click Bracket 3 Click Remove 4 Select the ending condition by double clicking the mouse The parentheses are removed Using a Query 1 Click Close to return to the Borrower Queries list 2 Highlight a query and click Select Editing a Query You may change the comparison values operators and fields of the condition You may also move conditions around and you may switch connectors i e AND to OR and vice versa To edit a query 1 Select the query to edit from the queries list 2 Click Edit 3 If there is more than one condition in the query click the condition you wish to edit 4 Click Edit 5 Click the step you wish to change Switching Connector Types Mortgage Quest User Guide Version 4 1 7 Query Tutorial The Switch button allows you to switch a connector type It is only valid if you have more than one condition It switches OR to AND and vice versa 1 Select the line with the connector to switch 2 Click Switch Moving Conditions Move is only valid if you have two or more conditions It moves selected cond
321. tivities screen The Outlook Activities is available in both the Borrowers and Contacts databases and displays the exact information When you create tasks and appointments from Mortgage Quest the Outlook Activities screen is updated If you create tasks and appointments in Outlook you need to refresh the Outlook Activities screen in Mortgage Quest To refresh the Outlook Activities screen fs 1 Click on the toolbar and mark Read Outlook Appointments and Read Outlook Tasks 2 All Outlook tasks and appointment will be read and shown in the list based on the view options selected Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface 75 Personal Info Notes Activities Interests Custom Contact Appointment view Last 30 Days TaskView Active Tasks h Appointment Subject Start End Category Bob wampler 07 20 06 10 30 00 AM 07 20 06 11 00 00 AM es Call Curt Curtiss 08 03 06 11 30 00 AM 08 03 06 12 00 00 PM ee Call Home 07 13 06 08 00 00 AM 07 13 06 08 30 00 AM es Dave tucker call 07 13 06 09 30 00 PM 07 13 06 10 00 00 PM E Demo Gina Griffin 07 25 06 08 00 00 AM 07 25 06 08 30 00 AM E Demo Lawrence Lewis 08 08 06 08 30 00 AM 08 08 06 09 00 00 AM E HI there Julia Fritcher 07 29 06 07 15 00 AM 07 29 06 07 45 00 AM A Meet Larry List Agent 07 29 06 01 00 00 PM 07 29 06 01 30 00 PM Fa dem
322. to print until the loan is approved or closed After you print the first status letter subsequent status letters will become due to print this number of days later e 12 Month Letter and First After Loan Cycle Letters After the 12 month letter is printed the borrower is added to the After Loan Cycle campaign The first letter is scheduled this number of days later Add to Loan Cycle Events The Loan Cycle is time sensitive because it follows the application and closing of loans When you add borrowers to the Loan Cycle there are values that determine which letter in the cycle becomes due to print At some point it won t make sense to send a particular letter For example if it s been one month after a borrower opens a loan you probably wouldn t want to send the open letter which thanks them for the application e Open If it s been this number of days past the open date schedule a status letter if there is no close date entered e Close If it s been this number of days past the close date schedule the 3 month letter e 3 Month If it s been this number of days past the 3 month anniversary schedule the 6 month letter e 6 Month If it s been this number of days past the 6 month anniversary schedule the 12 month letter e 12 Month If it s been this number of days past the 12 month anniversary add the person to the After Loan Cycle campaign Set Fax Letters Sets the Fax Letters checkbox for all bor
323. to value Loan id Interest rate Type of loan Sales price Base loan amount Loan status Down payment Lock date Close date Estimated close date Application date Contingency date Purpose of loan Approval date Commission Appraiser Appraised value Margin Points Lender Borrower social security Co borrower social security Borrower s self employment status Co borrower s self employment status Borrower s employer and address Co borrower s employer and address Borrower s occupation Co borrower s occupation Borrower s ethnicity Co borrower s ethnicity Borrower s salary Co borrower s salary Total income Total debts Debt ratio Lifetime Cap Annual Cap Monthly payment Mortgage Quest User Guide Version 4 1 7 Borrower s gender Co borrower s gender Borrower s years on job Co borrower s years on job Second loan amount Loan processor Referral source Selling agent information Listing agent information Builder information Escrow agent information Seller information Encompass Interface User Notes The Mortgage Quest Interface Module for Encompass allows you to read data directly from Encompass and create and update Mortgage Quest records Mortgage Quest reads Borrower information from the 1003 file Contact records associated with the 1003 are read from the Encompass Con
324. tomatically enters the date the Contact record was created This date is important because it is used to select records by various reports Contact Lists Borrowers A Campaigns H Loan Details Dhotes Activities Loan Status Personal Info 3 3 1 AB First M Last Blow Joe 3 3 1 Cde Jery Atest CI Work 858 415 4081 Bobby Bob 3 3 1m f Borrower New 4th Of July as Busan Beat 3 Argonees 22 Dear Jerry and Susan e eaen Borrower Tom Alternate Sources a ud Home 858 254 8524 Boston susie ja aS Property cell 858 790 1818 Case James Letters and E mail Conklin David Address 123 Main St Pager Conklin Jonnette 03mo Escrow L E Mail Conan Nay 03mo Listing Agent City State Zip Vista ca 92458 Best Time 9 00 AM E AN 03mo Seller ia Dibble Kathy 03mo Selling Agent Kai Other Phones O6mo Builder ane Downey Dawn O6mo Escrow g Address 123 Main St Send jatest aol com Di D im x ESA 4 gt Send satest aol com Gotloan Wanda Activities City State Zip Vista CA 92458 7 E Mail Co Borrower De Prospect Follow Up Green Rob Haley Mike Quarterly Newsletter Rem Action a order docs osog06 fe Harper Tim e feae Last Action i asks and Campaigns ne Bea Create Date 04 26 08 Jacks Kath a ONL ASNT lt gt Group None You can display 4 contacts lists along the left side of the main screen The lists provide e
325. tp emarketfocus com CI Log E mail Events Port Number 25 Timeout 10 F Send E mail to Outlook E mail Wait 0 0 fe C Dont Save E mail C Dont Move From Drafts Folder Use SSL E mail Server Mail Server Requires Authentication User Name chris emarketfocus com Password iia Authentication AUTH LOGIN yl Send Test E Mail _ ShowLog OK Lancel Help 10 Enter your e mail address Note If you are using the Multi User Enterprise system you must enter e mail addresses for all registered users After completing the e mail setup click the User Registration icon to enter multiple e mail addresses 11 Enter the SMTP Mail Server information 12 Leave the Port Number at 25 unless you know the mail server requires a different number Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Setup 9 13 14 15 16 17 18 19 If the e mail service such as Yahoo or Gmail require SSL check Use SSL E Mail Server If your mail server requires authentication mark the Mail Server Requires Authentication checkbox Enter your username and password Select the Authentication mode The most common mode is AUTH LOGIN If the e mail test fails try the CRAM MD5 mode Click Send Test E Mail to send a test e mail to Market Focus technical support If the e mail test fails please consult your ISP to make sure you entered the correct information Note Software firewalls such
326. tus Co borrower marital status Borrower email address Co borrower email Address Borrower home phone number Co borrower home phone Borrower fax number Co borrower fax number Borrower work number Co borrower work number Borrower cell phone Co borrower cell phone Borrower employer Co borrower employer Borrower occupation Co borrower occupation Borrower work address Co borrower work address Borrower years on job Co borrower years on job Borrower self employment status Co borrower self employment Borrower SSN Co borrower SSN Mortgage Quest User Guide Version 4 1 7 Borrower birthday Co borrower birthday Borrower ethnicity Co borrower ethnicity Loan amount Loan to value Loan id Interest rate Type of loan Sales price Open date Close date Estimated close date Lock date Down payment Approval date ARM adjustment date Balloon adjustment date Purpose of loan Current loan status Lender Appraiser Borrower FICO Co borrower FICO Appraised value Loan processor ARM index ARM margin ARM caps Selling agent information Listing agent information Builder information Escrow agent information Seller information Separate Contact records are created in Mortgage Quest and automatically assigned to related parties group for the loan Fa
327. ueries 2 Select the type of report to create Borrower Contact or Borrower and Contact report 3 Create a new query using the features discussed in the section called Using Queries to Find People You can also select an existing query 4 Click Report 5 Select the fields for the report by double clicking on the fields in the left list to move them to the right list Click Close when finished Mortgage Quest User Guide Version 4 1 7 Mortgage Quest Reports 101 All Borrowers Edit Query R Pick Output Type A column layout report Last name is not an empty field r Edit Output Fields Edit Sort Order Browse query results I Hide duplicate records First name a Sorted by current order 4 Last name Mailing address line 1 Mailing address line 2 Clase Mailing city Mailing state Help Mailina zin zl x A Report Summary screen displays the report characteristics It has the following features Setup for Column Layout Report Output Direction Edit Form Browse Results Printer Close Reset Form View Text File Disk file Screen Disk File Name OMF_REPT TXT I Eject page at report s start Selected 1 record e Edit Query Modify the query used to find people for the report e Pick Output Type For normal reports use a column report You can also export data to a file e Edit Output Fields Add or remove fields shown in the report e Edit Sort Order Specify the order of the re
328. uest Services e 225 Click Submit to upload the marked people in the list to In Touch Today and Mortgage Quest returns to the Print Monitor Your account will be reduced by the amount of the order submitted You can also print a sales receipt of the order You ll notice that the button named Upload Now has been changed to Track Items Click Track Items to record that cards were sent When the next greeting card in the campaign becomes due it will show in the Print Monitor and the button name is either Upload Now if you added someone new to the campaign or Track Items if the next card is due When In Touch Today receives the greeting card campaign order it will send each card at the appropriate time When the In Touch Today campaign appears in the print monitor continue to click Track Items to record that the card was sent Other Features Mortgage Quest has the following features to help you manage your postcard and greeting card campaigns Letter Printing Service When you have In Touch Today mail postcards for you Mortgage Quest will warn you if you order the same postcard for the same person in the future When you upload a list of borrowers or contacts to In Touch Today Mortgage Quest checks to see if the addresses are complete and that you do not have duplicate names in the list Only people whose Mail Status is set to Send Letters are eligible for uploading When uploading contact addresses to In Touch Today Mortgage Ques
329. up view in the Borrowers database The same steps apply for the Contacts database and for other functions that use queries Go to the Borrowers database Select Group Set Group A list of borrower queries displays Click New Enter a title for the query Give the query a descriptive name so that it can be easily recognized later Click OK 5 Click Add P bana Mortgage Quest User Guide Version 4 1 7 Using Queries to Find People 93 6 Step 1 Pick a Field Select a Mortgage Quest field to search 7 Step 2 Pick Operator The operator is used to compare records such as greater than less than or equal to etc 8 Step 3 Enter a Value This specifies the values used to find the records Comparison values may be words numbers or dates depending on the type of field searched Enter a value and click Finish or click Ask Later Ask Later means that you ll be asked for values each time you use the query Adding Additional Conditions to the Query You may need to add more than one condition to your query to select the records you desire 1 Click Add Select a Connector e AND Both this condition and the prior condition must be true e OR Either this condition or the prior condition must be true 3 Repeat Steps 6 8 above to define the new condition Adding a Bracket The Bracket option provides you with the capability to create complicated query conditions Brackets are used when there are two or more condi
330. up will receive letters except those assigned as Other Note The Selling Agent is sometimes called the buyer s agent 3 10 11 Select Add to Loan Cycle from the Loan Cycle list to add the borrower to the Loan Cycle This automatically sets the Loan Status to Open and enters an Open Date Click the Print Monitor icon Select Loan Cycle item in the list and click Print Open letters are printed to everyone in the related parties group Update the Loan Cycle if the letters printed correctly Then print labels for the Loan Cycle After you print the Open Letter Status Letters are due to print 7 days later Everyone in the related parties group will receive status letters The days between status letters can be changed See Customizing Mortgage Quest for information As you work with the borrower to collect the needed information for the loan you can track items needed Go to the Borrowers database and click Loan Status tab Click the checkboxes next to the items needed This information is merged into the Status Letters when printed When the loan is approved set the Loan Status field to Approved This skips the loan status letters due to print When the loan closes set the borrower Loan Status field to Close Today s date is automatically entered into the borrower Close Date field on the Loan Details screen A Close Letter is immediately due to print for the borrower and the related parties group The date entered in t
331. ur e mail address SMTP Server Enter the SMTP Mail Server Port Number Leave the Port Number at 25 unless you know the mail server requires a different number Timeout SMTP timeout value E Mail Wait Wait this number of seconds between sending consecutive e mail This is useful for throttling e mail Mail Server Requires Authentication Mark this checkbox if your mail server requires authentication e User Name Mail server user name e Password Mail server password e Authentication Mode Select the Authentication mode The most common mode is AUTH LOGIN If the e mail test fails try the CRAM MDS5 mode Use Outlook for Temporary E Mail Use the default Outlook editor when sending temporary e mail Log E Mail Events Mortgage Quest User Guide Version 4 1 7 This option is used for analyzing problems with sending e mail through Mortgage Quest s SMTP utility Send E Mail to Outlook Mortgage Quest sends all e mail to either the Outlook Outbox or in some cases the Outlook Drafts folder depending on the Outlook options selected If the option to hold e mail is selected in Outlook you may have to click the Outlook Send Receive button to actually send the e mail Don t Save E Mail When this option is marked Mortgage Quest creates a copy of all e mail sent and links them with the borrower or contact record This is useful for creating a history of e mail sent to people Don t Move from Drafts Folder
332. ut into your Outlook Outbox and e mailed to the person receiving the task Mortgage Quest User Guide Version 4 1 7 Using Microsoft Outlook Interface 73 The task is created in your Outlook task list and cannot be modified by you because you assigned it to another person The recipient of the task receives the e mailed task and Accepts or Declines the task When the person accepts the task the task is entered into the person s Outlook task list and an e mail is sent back to you When a person declines a task you are also updated via e mail When you open the Accept or Declined e mail message the corresponding Outlook task is updated in your task list The e mail is then deleted from your Inbox when you close it The assign status of the task is also updated Outlook tasks have one of the following assigned status values o Not Delegated The task is assigned to you o Status Unknown The person assigned the task has not responded o Accepted The assigned person accepted the task o Declined The assigned person declined the task As the assigned person works on your task he or she can send you task status reports via e mail They use the Actions Send Status Reports option from within Outlook to send reports back to you When you open a Status e mail the corresponding task in your Outlook task list is updated and the e mail is deleted automatically When a person completes a task a task complete e mail
333. uyers Realtors builders and any other referral source You can also send special interest letters or e mail to your clients and business partners For example you can send golfing tips to your clients who are golfers This takes relationship marketing to a more personal level Mortgage Quest tracks all letters sent so that you can determine who is receiving letters and the success of your marketing campaigns Monitoring Events The Event Monitor reminds you of important events every time you start Mortgage Quest The following events are monitored Letters due to print Birthdays including spouses and children Anniversaries Custom actions Annual Review dates ARM adjust dates Balloon payment due dates Favorable interest rates Expired lock dates Prepayment Penalty dates Custom events expired Microsoft Outlook Interface Module The Mortgage Quest Outlook interface module provides capabilities to share information between Mortgage Quest and Microsoft Outlook 2003 and higher Mortgage Quest provides the following integration features Data is synchronized between Mortgage Quest and Outlook Contacts folder You can create and edit linked tasks and appointments from Mortgage Quest You can also assign other people to the tasks created in Mortgage Quest and e mail it to them Linked tasks and appointments are displayed in Mortgage Quest Information added or modified in Mortgage Quest is transferred automatically to
334. vity When you make outbound or receive inbound calls you can log how much time you spend with a person and save the call result This helps you identify the total time spent with prospects as well as the productivity of your calls To log a call 1 Go to the person s Mortgage Quest record 2 Click Log Call 6 i Log call for Joe Borrower E x Biggest Problem or Need O Inbound Call Outgrowing current house A Outbound Call v Save Call Result in Notes v Objectives or Why Looking Call Number Work 858 565 6666 x252 v Looking for larger home a Times Called 1 v Total Duration 1 Minute Other Notes Call Duration 00 00 00 May have credit probleme S Sale Stage First Interview F Call Result Call Back v v Save Notes Forecast Close The Log Call screen has the following features e Inbound Outbound Indicates the direction of the call e Save Call Result in Notes The call results and the call duration will be recorded in the Notes section of the main screen e Call Number The list contains phone numbers which you can access when making an outbound call e Times Called The number of times you called or received calls from this person e Total Duration The total number of minutes you have spent with this person e Call Duration When you click Start Call the call will be timed until you click Stop Call You can also enter the call duration directly into
335. wers only borrowers will be displayed in the list Comment CText6 Platform HTML Help 1 x Note You can create a campaign without selecting people for the Target List in the campaign manager After a campaign is created there are several ways to add people to campaigns from the Borrowers or Contacts databases See the section on Adding People to Campaigns s STEP 4 Select People for the Campaign Borrowers People in Campaign Borrower Joe B Remove All Import Total 0 Query Used Total 1 Back Next Close Cancel Help To create a new Target List 1 You can select people for the campaign in one of two ways e Find each person in the list and double click or click Add to move the person to the right list Mortgage Quest User Guide Version 4 1 7 e Click Select Query You can select a query to find specific people for the marketing campaign For example you can find contacts that have the group value of Realtors See Creating Queries 2 Click Next when finished Note Only people with Mail Status set to Send Letters can be added to Target Lists To import a Target list from another campaign 1 Click Import 2 Select a campaign The people in the campaign will be imported into the Target List Step 5 Define Campaign Events Optional A campaign event determines when to add and remove people to and from the marketing campaign For example add a bo
336. ycling Birding Boating Cats Dogs Fishing Gardening Golfing Health amp Fitness Home Improvement Inspirational Investing Management Retirement Running Self Improvement Selling Skiing Swimming Tennis Travel Walking Wine Working Parents Mortgage Quest User Guide Version 4 1 7 Marketing Letters and Strategies e 243 Borrower Merge Fields Mortgage Quest Merge Fields The following fields are available to insert into borrower letters Field Name M_PREFIX M_FIRST_NA M_MID M_LAST_NAM M_ADDRESS M_CITY M_STATE M_ZIP M_REFNAME M_SOURCE M_EMAIL M_ACTION M_TELEPHON M_WORK_EXT M_DEAR G_NAMEI1 G_NAME2 G_DATE B_CO_PREI B_CO_FIRST B_CO_LAST B_PROPADDR B_PROPCITY B_PROPSTAT B_PROPZIP B_PROPPHON B_ACT_CLOS B_EST_CLOS B_OPENDATE Description Personal title First name Middle initial Last name Address City State Zip Person who referred borrower to you Referring source of the borrower Email address Borrower action field Home phone number Work extension Salutation Dear Mr Smith Borrower s full name Co borrower s full name Current date Co borrower personal title Co borrower first name Co borrower last name Property Address Property City Property State Property Zip Work Phone number Actual closing date Estimated closing date Loan open date Mortgage Quest User Guide Version 4 1 7 B_LOANAMT B_LOANRATE B_LOANTYPE
337. zip code is not found you can add this information into the database for future reference Greeting Style This option allows you to choose between formal and informal greeting styles Formal greetings use Mr and Mrs and the last name Informal greetings use first names To change this option select Tools Options and click the Printing tab Default Transaction Type Borrowers When creating new borrower records the Default Transaction Type sets the transaction type field to Purchase or Refinance Search Company Name When entering company names for contacts Mortgage Quest will search for matching names already entered as you type If you type a new company name the address information is blank When you enter the address information of the new company and click Save this company will be added to the search list Merging Records If you have duplicate records you can merge them into 1 record To merge records 1 Click on the toolbar 2 Click the first record to merge in the borrower or contact side list 3 Click the second record to merge in the side list and the following screen displays Mortgage Quest User Guide Version 4 1 7 xX Merge Records modified Time 10 22 09 03 54 09 PM A modified Time 10 22 09 03 54 09 PM kad Wendy Alexandre Wendy Alexandre wendyalexandre cableone net wendy justgoodrealestate net 1137 S Ashwood Court 1137 S Ashwood Court Kuna ID 83634 Kuna ID 83634 Note

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Mortgage Quest ® - Market Focus, Inc.