Mortgage Quest

Marketing automation & CRM for the mortgage industry

About Mortgage Quest

Mortgage Quest is a Web-based marketing automation software for the mortgage industry that supports executives in creating and running marketing campaigns. The software enables marketers to create prospects, manage their customer database, maintain relationships, and track referrals.

Mortgage Quest’s client marketing feature sends automated emails with newsletter and birthday e-cards to both past and current clients. In addition, the feature enables marketers to maintain contact with clients and generate additional referrals and repeat orders. The software assists in creating digital e-cards with company logo, industry specific symbols, personal signatures and personalized e-card messages.

Mortgage Quest’s video email feature enables marketers to share automated video drip campaigns customized for the mortgage industry. Mortgage companies can co-brand these videos and share them on social networks such as Facebook and Twitter. Mortgage Quest provides clients with automated loan status reports that include payments made, balance due, next payment date etc. to clients.

Key benefits of Mortgage Quest

● Automate key marketing functions such as email campaigns, lead management, and referral management, and reduce manual effort with Mortgage Quest.

● Stay in regular contact and maintain a relationship with previous and current clients by sending automated email e-cards, newsletters, etc.

● Customize and brand e-cards, newsletters, and emails to improve client mindshare and brand recall for the mortgage company.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Mortage Quest campaign target list
Mortage Quest Digital e-cards
Mortage Quest removing duplicates
Mortage Quest report creation
View 5 more
Mortgage Quest screenshot: Mortage Quest campaign target list Mortgage Quest screenshot: Mortage Quest Digital e-cards Mortgage Quest screenshot: Mortage Quest removing duplicates Mortgage Quest screenshot: Mortage Quest report creation

Features

Total features of Mortgage Quest: 14

  • Client Portal
  • Commission Calculations
  • Customer Database
  • Customizable Reporting
  • Drip Marketing
  • Duplicate Detection
  • Email Templates
  • Lead Generation
  • Newsletter Management
  • Prospecting Tools
  • Reference Checking
  • Referral Tracking
  • Social Network Marketing
  • Video Support

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Zoho CRM

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HubSpot Marketing Hub

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Reviews

Overall rating

4,5 /5
(13)
Value for Money
4,5/5
Features
4,3/5
Ease of Use
4,2/5
Customer Support
4,6/5

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Showing 5 reviews of 13
Kristeen S.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Keeping in contact with clients made easy

Reviewed on 2019/04/18

I've been signed up for this service for years and was able to cancel another service I paid for...

I've been signed up for this service for years and was able to cancel another service I paid for after a while. It's worth the money and I don't even use all the available options.

Pros

I like this software because this one service includes many features that are sold separately, but at one, lower price. I keep in contact with my clients monthly and on special occasions. They can easily reply back if they need me. It also lets me know if an email didn't go through to a client so I can see why.

Cons

They offer assistance adding more clients to the list, but I do it manually to avoid duplication in client records. My computer security won't let me log in, so I have to use another computer to access the borrower records. I've not yet figured out how to use all the available options and services.

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 5 001-10 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Truly a "must have" program in your tool box

Reviewed on 2019/05/03

I've been using MQ for most of my mortgage career of 30 years. I believe I started with MQ back...

I've been using MQ for most of my mortgage career of 30 years. I believe I started with MQ back in 1992. Now with the social media posting it really helps getting and keeping my name out there. The new consumer method is checking me out via the internet before reaching out. This social media posting really adds credibility. Millennials are very prone to checking anyone out before choosing to do business with. This helps a lot. While my company does not provide or use, I have been using individually for years.

Pros

The MQ is pretty much autopilot when it comes to staying in touch with my clients, Realtors, escrow officers, etc. I continue to get business long after the close, (5+yrs) as I have MQ send out the monthly real estate newsletter. All transaction participants love the status updates during the transaction.

Cons

I wish the videos were more polished like some of the other programs I've used. But these do get the message across.

Dave R.
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

MortgageQuest Review

Reviewed on 2019/05/01

The Automatic marketing pieces are very good and is a set it and forget it.

The Automatic marketing pieces are very good and is a set it and forget it.

Pros

Auto Marketing and Campaign's, Daily marketing reports that also includes Birthdays.
Outlook Integretion.
Abiliuty to mail letters to Borrowers

Cons

Seems to crash constantly.
Encompass import takes a very longtime
No direct integration with Facebook.
Interface is very outdated...appears to be operating on a DOS base system.
Constantly have to change the printer from a fax on a printer that is not the default printer.

Matt D.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

This will boost your business. It multiplies your effectiveness to stay in touch.

Reviewed on 2017/09/01

Pros

This software does a wonderful job and multiplies our marketing not only after closing but from the outset. I've used this software more than 10 years and it HAS increased my business at least 5-10% without any extra effort from me. I use it daily for every aspect of loan origination like pipeline management, email campaigns, videos, after closing marketing and many other uses. I recommend this software for anyone making a career as a loan officer.

Cons

The campaigns are a bit confusing and overwhelming to understand even after all these years of having the product. I'm sure my lack of doing additional campaigns is the reason for this. However I've looked at other CRM systems and they can all be overwhelming.

Rick F.
Overall rating
  • Industry: Financial Services
  • Company size: 501-1 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

20+ years of Mortgage Quest

Reviewed on 2017/02/07

I started using Mortgage Quest in the mid 90's when it was the only mortgage database program...

I started using Mortgage Quest in the mid 90's when it was the only mortgage database program available. Not only did it give me a way to keep track of realtors and borrowers, but also let me communicate loan statuses during the process and a great drip campaign after closing. They grew with the technology that came out over the years. This system helped me gain the success I have had over the last 20+ years.

Pros

The automatic holiday and birthday cards, newsletter, loan updates, and the drip campaign it sends. As long as you put the information in the system upfront, you really don't have to do much more.

Cons

Creating and formatting reports could be streamlined.

Showing 5 reviews of 13 Read all reviews

Mortgage Quest FAQs

Below are some frequently asked questions for Mortgage Quest.

Mortgage Quest offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Market Focus, Inc. for pricing information or a quote

Mortgage Quest offers the following features:

  • Client database
  • Client portal
  • Commission calculations
  • Customizable reporting
  • Drip email marketing
  • Duplicate detection
  • Email templates
  • Lead generation
  • Newsletters
  • Prospect marketing
  • Reference checking
  • Referral tracking
  • Social network marketing
  • Video support

Mortgage Quest has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Mortgage Quest supports the following languages:

English

We do not have any information about what devices Mortgage Quest supports

We do not have any information about what integrations Mortgage Quest has

Mortgage Quest offers the following support options:

FAQs, Online Support

Related categories

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