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MonitorBase Insights

Mortgage Marketing Strategies

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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 decisions about debt consolidation, mortgage refinancing, and overall financial planning. Why clients...

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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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1 min read

Retention Rockstar Group Coaching Call August 2024

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...

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1 min read

Introducing "On Demand" A New Product from MonitorBase

As mortgage professionals, we often encounter consumers who feel they may not qualify for a mortgage when, in fact, they simply have more specific...

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Retention Rockstar Group Coaching Call July 2024

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...

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Retention Rockstar Group Coaching Call June 2024

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...

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Retention Rockstar Strategy: Sales Pipeline Protection

Loan officers often lose clients from their pipeline to competitors, which affects business relationships and revenue. In today's Retention Rockstar...

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1 min read

Retention Rockstar Group Coaching Call May 2024

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;...

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