Mortgage Quest

Mortgage Quest

Marketing automation & CRM for the mortgage industry

4.5/5 (13 avis)

Mortgage Quest - Présentation

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.

Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

Mortgage Quest - Avis

Note globale
4.5/5
92% d'avis positifs
8
Excellent
4
Très bien
1
Moyen
0
Médiocre
0
Horrible
Traduire avec Google Translate

Truly a "must have" program in your tool box

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 03/05/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Matt D.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 01/09/2017
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Rick F.
Traduire avec Google Translate

20+ years of Mortgage Quest

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 07/02/2017
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

Creating and formatting reports could be streamlined.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Rob A.
Traduire avec Google Translate

MortgageQuest

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 03/05/2019
Provenance de l'avis : Capterra

I have been using this product since it was in DOS. We are talking about since it was first developed. Although my company provides a CRM I keep using MortgageQuest because of the ease of use

Avantages

MortgageQuest allows me keep in touch with my clients both present and past with minimum effort. By doing so it keeps my organized and efficient. That in turn makes me more profitable.

Inconvénients

I think they could do a better job with support. Calls are not always promptly returned.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
George E.
Traduire avec Google Translate

Wonderful professional way to stay in touch with clients, prospects, and contacts.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 11/11/2016
Provenance de l'avis : Capterra

Mortgage Quest is a wonderful program. Once things are set up with my clients, prospects, and contacts, it becomes almost automatic on staying in touch with my base. Many referrals are a result of the newsletter, (which is very well written), and campaigns for my target groups.

Avantages

The newsletter e mailings are well received by all recipients. Professionally written. Once I figured out how to update loan status it's very simple to keep everyone up to speed on the transaction

Inconvénients

I wish MQ had more of a video library like SureFire

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Mortgage Quest - Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

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

Mortgage Quest - Fonctionnalités

  • Marketing sur les réseaux sociaux

  • API
  • Analyse de campagne
  • Analyse en temps réel
  • Analytique de l'engagement
  • Données en temps réel
  • Gestion de contenu
  • Gestion des campagnes
  • Importation et exportation de données
  • Interface glisser-déposer
  • Intégration de tiers
  • Intégration des médias sociaux
  • Marketing multicanal
  • Marquage
  • Modèles personnalisables
  • Monitoring
  • Rapports et statistiques
  • Stratégie de marque personnalisable
  • Tableau de bord d'activités
  • Tests A/B

Plus d'informations sur Mortgage Quest

Mortgage Quest - Principales fonctionnalités

  • 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

Avantages

● 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.

Mortgage Quest - FAQ

Voici quelques-unes des questions fréquentes sur Mortgage Quest.

Q. Quels sont les types de licence disponibles pour Mortgage Quest ?

Types de licences disponibles pour Mortgage Quest :

Type de licence: Abonnement

version d'essai gratuite: Non disponible

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

Q. Quelles sont les principales fonctionnalités du logiciel Mortgage Quest ?

Fonctionnalités du logiciel Mortgage Quest :

  • 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

Q. Qui utilise Mortgage Quest ?

Utilisateurs habituels du logiciel Mortgage Quest :

Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues Mortgage Quest est-il disponible ?

Langues dans lesquelles Mortgage Quest est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Mortgage Quest ?

Types de licences disponibles pour Mortgage Quest:

Abonnement

Q. Mortgage Quest prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Mortgage Quest.

Q. Avec quelles applications Mortgage Quest peut-il s'intégrer ?

Nous n'avons pas d'informations sur les intégrations offertes par Mortgage Quest.

Q. Quelles sont les ressources d'aide disponibles pour Mortgage Quest ?

Ressources d'aide disponibles pour Mortgage Quest :

FAQ, Support en ligne