Mortgage Quest

Mortgage Quest

Marketing automation & CRM for the mortgage industry

4.5/5 (13 reviews)

Mortgage Quest Overview

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.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Mortgage Quest Reviews

Overall rating
4.5/5
92% positive reviews
8
Excellent
4
Very good
1
Average
0
Poor
0
Terrible

Truly a "must have" program in your tool box

Used Daily for 2+ years
Reviewed on 5/3/2019
Review Source: 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.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Matt D.

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

Used Daily for 2+ years
Reviewed on 9/1/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Rick F.

20+ years of Mortgage Quest

Used Daily for 2+ years
Reviewed on 2/7/2017
Review Source: 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.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Rob A.

MortgageQuest

Used Daily for 2+ years
Reviewed on 5/3/2019
Review Source: 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

Pros

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.

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
George E.

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

Used Daily for 6-12 months
Reviewed on 11/11/2016
Review Source: 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.

Pros

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

Cons

I wish MQ had more of a video library like SureFire

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Mortgage Quest Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

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

Mortgage Quest Features

  • Social Network Marketing

  • A/B Testing
  • API
  • Activity Dashboard
  • Automatic Notifications
  • Campaign Analysis
  • Campaign Management
  • Content Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Drag & Drop Interface
  • Engagement Analytics
  • Monitoring
  • Multi-Channel Marketing
  • Real Time Analytics
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Mortgage Quest

Key features of 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

Benefits

● 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 FAQs

Below are some frequently asked questions for Mortgage Quest.

Q. What type of pricing plans does Mortgage Quest offer?

Mortgage Quest offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

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

Q. What are the main features of Mortgage Quest?

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

Q. Who are the typical users of Mortgage Quest?

Mortgage Quest has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does Mortgage Quest support?

Mortgage Quest supports the following languages:

English

Q. What type of pricing plans does Mortgage Quest offer?

Mortgage Quest has the following pricing plans:

Subscription

Q. Does Mortgage Quest support mobile devices?

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

Q. What other apps does Mortgage Quest integrate with?

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

Q. What level of support does Mortgage Quest offer?

Mortgage Quest offers the following support options:

FAQs, Online Support