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MonitorBase Insights

Mortgage Marketing Strategies

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Retention Rockstar Coaching Call: Following Up and Automations

In this month's Retention Rockstar Community Call, the team emphasizes the importance of consistent follow-ups and automation in nurturing leads, especially in a shifting market. Potential clients may forget about past offers, but utilizing an...

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MonitorBase Joins Forces with MMI and Bonzo

MonitorBase Joins Forces with MMI and Bonzo: A Game-Changing Partnership for Lenders

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Retention Rockstar Coaching Call: The Power of MonitorBase's OnDemand Alerts

What if there was a way for you to find origination opportunities within your database that met your specific criteria? In our latest Retention...

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Retention Rockstar Coaching Call: More Opportunities Than You Realize

As we begin the new year, we share how there are more origination opportunities in the mortgage space than you realize, even with rates not coming...

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Retention Rockstar Group Coaching Call: Actionable Strategies For Engaging With Leads

In this month's Retention Rockstar Community Coaching Call, key strategies for effective outreach on MonitorBase alerts were discussed and touched on...

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Retention Rockstar Group Coaching Call: The Power of Compounding Retention

In our latest Retention Rockstar Community Coaching Call, we discussed strategies for improving mortgage customer retention by showcasing and...

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Helping Clients Make More Informed Financial Decisions With Misely

David Boswell, Founder and CEO of Misely, joins MonitorBase's William LeBaron to discuss the importance of helping clients make informed financial...

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Retention Rockstar Group Coaching Call October 2024

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...

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Retention Rockstar Group Coaching Call September 2024

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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