MonitorBase: Oct 10, 2024 9:18:12 AM
David Boswell, Founder and CEO of Misely, joins MonitorBase's William LeBaron to discuss the importance of helping clients make informed financial decisions about debt consolidation, mortgage refinancing, and overall financial planning. Why clients...
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In our latest Retention Rockstar Community Coaching Call, held on the first Tuesday of every month and recorded on October 10th, 2024, we focused on...
In our latest Retention Rockstar Community Coaching Call, held on the first Tuesday of every month and recorded on September 3rd, 2024, we discussed...
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Our most recent group call was on August 6th, 2024, and we're providing the recording to review or catch up. The main focus of this month’s call is...
1 min read
MonitorBase: Jul 18, 2024 11:27:56 AM
As mortgage professionals, we often encounter consumers who feel they may not qualify for a mortgage when, in fact, they simply have more specific...
We had our most recent group call on July 2nd, 2024, and we're providing the recording to review or catch up. We focus on a new product that is...
We had our most recent group call on June 4th, 2024, and we're providing the recording to review or catch up. This group coaching call session...
MonitorBase: Jun 4, 2024 9:58:25 AM
Loan officers often lose clients from their pipeline to competitors, which affects business relationships and revenue. In today's Retention Rockstar...
1 min read
Recently, we set up a monthly group coaching call to which we've invited all of our users, admins, and anyone with a MonitorBase account to join;...
