Mortgage Quest is the best contact management and database marketing software program designed specifically for loan officers. Mortgage Quest helps you stay organized, track current business, and continuously market to prospects and past clients automatically.

Mortgage Quest is now integrated with In Touch Today to help you order and manage your postcard, birthday and greeting card campaigns. The integration of Mortgage Quest with In Touch Today products makes communicating with your prospects, past clients and business partners effective, powerful and most importantly...easy!

Key Features:

• No set-up fees or minimum orders.
• Track which products were sent to whom and prevent errors.
• Postcards are personalized with your photo, company logo and contact information.
• You determine which products are most effective for generating referrals and converting prospects.
• Use Queries to find people for postcard marketing campaigns.
• Easy to upload names and addresses to In Touch Today and they will mail postcards for you.
• Option to upload birthdays tracked in Mortgage Quest for 3-Year Birthday card campaigns.
• Easy to upload and track people on Greeting Card campaigns

Mortgage Quest imports data from many different programs so you don’t have to enter data twice, such as Calyx Point, Encompass, Outlook and many others.

View Mortgage Quest Brochure (PDF)
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