Mortgage Quest Pricing, Features, Reviews & Comparison of Alternatives

Mortgage Quest

Marketing automation & CRM for the mortgage industry

4.54/5 (13 reviews)

Mortgage Quest overview

What is 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.
www.emarketfocus.com

Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

English
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 user reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.3
  4.2
  4.6
Kristeen Smith

Keeping in contact with clients made easy

Used monthly for 2+ years
Reviewed 2019-04-18
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Truly a "must have" program in your tool box

Used daily for 2+ years
Reviewed 2019-05-03
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
Features
Customer support

Likelihood to recommend: 9/10

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Dave Ranney

MortgageQuest Review

Used weekly for 2+ years
Reviewed 2019-05-01
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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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

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
Features
Customer support

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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.

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
Features
Customer support

Likelihood to recommend: 10/10

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Mortgage Quest pricing

Pricing options
Subscription
View Pricing Plans

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

Mortgage Quest features

Social Network Marketing

API (595 other apps)
Activity Dashboard (407 other apps)
Automatic Notifications (231 other apps)
Campaign Analysis (325 other apps)
Campaign Management (402 other apps)
Campaign Segmentation (225 other apps)
Content Management (302 other apps)
Customizable Branding (309 other apps)
Customizable Templates (320 other apps)
Data Import/Export (283 other apps)
Drag & Drop Interface (269 other apps)
Email Marketing Management (220 other apps)
Engagement Analytics (289 other apps)
Monitoring (265 other apps)
Multi-Channel Marketing (262 other apps)
Real Time Analytics (264 other apps)
Reporting & Statistics (401 other apps)
Social Media Integration (336 other apps)
Third Party Integration (395 other apps)

Additional information for Mortgage Quest

Key features of Mortgage Quest

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

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.