Mortgage Quest Pricing, Features, Reviews & Comparison of Alternatives

Mortgage Quest

Marketing automation & CRM for the mortgage industry

4.63/5 (8 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 options
Value for money
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Business size



United States

Supported languages

Mortgage Quest screenshot: Mortage Quest campaign target listMortgage Quest screenshot: Mortage Quest Digital e-cardsMortgage Quest screenshot: Mortage Quest removing duplicatesMortgage Quest screenshot: Mortage Quest report creation

Mortgage Quest reviews


Very good

Value for money
Ease of use
Customer support
Matt Dazey

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

Used daily for 2+ years
Reviewed 2017-09-01
Review Source: Capterra

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.

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Rick Fankhauser

20+ years of Mortgage Quest

Used daily for 2+ years
Reviewed 2017-02-07
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.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.

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George Erbele

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

Used daily for 6-12 months
Reviewed 2016-11-11
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.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

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Geore Elliot

Income Doubled in 12 Months

Used daily for 2+ years
Reviewed 2016-12-12
Review Source: Capterra

When I met with my CPA in April of 2016, I asked her "How is my company income from 2014 to 2015, she swung the monitor around and said " You doubled your income" The ONLY thing different was adding Mortgagequest to my team. George Elliot Owner Agape Mortgages Inc. #1054704 Portland OR Doubling my income.

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Jim Kreminski

Have been a MQ user for over 15 years so I have seen it evolve and improve since the beginning.

Reviewed 2015-04-08
Review Source: Capterra

I am a Mortgage Loan Originator and have practiced staying in front of and in touch with my clients throughout my career and Mortgage Quest has helped me do that. The pros of the product are that you can set up time sensitive campaigns and design letters that can periodically go out at pre-determined times. The Web version has improved the options with a Newletter that goes out to my Clients and an option to do email letter campaigns as well. For pure marketing and tracking of your business it's been a great and consistent tool... I would recommend anyone that wants to grow a long term business to use this product.

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Mortgage Quest pricing

Pricing options
View Pricing Plans

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

Mortgage Quest features

Social Network Marketing

A/B Testing (144 other apps)
API (382 other apps)
Activity Dashboard (211 other apps)
Campaign Analysis (186 other apps)
Campaign Management (164 other apps)
Content Management (166 other apps)
Customizable Branding (177 other apps)
Customizable Templates (186 other apps)
Data Import/Export (142 other apps)
Drag & Drop Interface (194 other apps)
Engagement Analytics (160 other apps)
Monitoring (178 other apps)
Multi-Channel Marketing (148 other apps)
Real Time Analytics (143 other apps)
Real Time Data (137 other apps)
Reporting & Statistics (196 other apps)
Social Media Integration (209 other apps)
Tagging (145 other apps)
Third Party Integration (201 other apps)

Additional information for Mortgage Quest

Key features of Mortgage Quest

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


● 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.