--- title: "MonitorBase: Mortgage Market Insights" description: MonitorBase Insights. Mortgage marketing and data-driven marketing-related articles. --- # MonitorBase Insights #### Mortgage Marketing Strategies Filter by Tag Show All CRM Contact Enrichment D2C marketing DEI DRS Database Recapture Database Retention System Every Contact Matters Facebook Group Insider Intent signal MonitorBase Insider On Demand Prescreen credit Relationship Retention Sales Pipeline aged mortgage leads agents annoucement artificial intelligence automated marketing automatic credit monitoring borrower database cash-out cfpb cheap mortgage leads client database client retention co-branded coaching cold calling compliance consolidation consumer direct marketing contact database contacts cost per closing credit alerts credit inquiry credit migration credit monitoring credit prescreen credit score credit trigger credit triggers crm data cross-sell custom audience customer service database marketing database monitoring debt consolidation direct mail drip campaigns early pay off early payoff email activity email addresses email marketing email notifications email open rates epo epo warning fair lending fcra fed rate cut firm offer firm offer email firm offer of credit first time home buyer fly fishing future buyers gift card high rate mortgage data hiring hmda home buyer home buyer marketing home buyers home equity home sellers how to inbound activity inbound phone calls inquiry alert inquiry alerts instant credit check instant credit prequal instant prequal lead generation legislative update loan officers margins marketing marketing constraints marketing engagement marketing response millennials mobile prequalification monitorbase monitorbase alert monitorbase alerts mortgage inquiry mortgage lead generation mortgage marketing mortgage marketing response mortgage portfolio runoff mortgage trigger mortgage triggers next generation no voicemail policy notifications ondemand past clients past customer retention perpetual refinances portfolio runoff prevention post card campaign predictive alert predictive alerts predictive algorithm predictive analytics predictive marketing prequal prequalification prescreen prescreened credit list prescreening profitability prospects purchase mortgage leads re-purchasing home real estate agents recruiting referral partners refinance refinance leads retention alerts retention rockstar roi runoff soft credit check soft credit inquiry soft inquiry technology soft pull softpull sphere of influence streamline refinance text message text messages text notifications text to pre-qualify text to prequal tips trigger triggers voicemail weekly trends ##### Subscribe For More Insights [![](https://blog.monitorbase.com/hs-fs/hubfs/social-suggested-images/predictive_analytics.jpg?width=1000&height=667&name=predictive_analytics.jpg) ](https://blog.monitorbase.com/the-trigger-leads-ban-is-here-heres-what-it-means-for-lenders-and-how-to-stay-ahead) 2 min read #### [The Trigger Leads Ban Is Here—Here’s What It Means for Lenders and How to Stay Ahead](https://blog.monitorbase.com/the-trigger-leads-ban-is-here-heres-what-it-means-for-lenders-and-how-to-stay-ahead) ![Picture of Brian Vacanti](https://blog.monitorbase.com/hs-fs/hubfs/Brian%20headshot.png?width=30&name=Brian%20headshot.png) [Brian Vacanti: ](https://blog.monitorbase.com/author/brian-vacanti) Aug 18, 2025 3:39:51 PM The Trigger Leads Ban: What You Need to Know Federal legislation banning traditional mortgage trigger leads has officially passed the Senate and is expected to become law soon. This marks a major shift in the way mortgage professionals compete for... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [mortgage triggers](https://blog.monitorbase.com/tag/mortgage-triggers) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [database monitoring](https://blog.monitorbase.com/tag/database-monitoring) [client retention](https://blog.monitorbase.com/tag/client-retention) [trigger](https://blog.monitorbase.com/tag/trigger) [contact database](https://blog.monitorbase.com/tag/contact-database) [Sales Pipeline](https://blog.monitorbase.com/tag/sales-pipeline) [triggers](https://blog.monitorbase.com/tag/triggers) [Read More](https://blog.monitorbase.com/the-trigger-leads-ban-is-here-heres-what-it-means-for-lenders-and-how-to-stay-ahead) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Community%20Call%20Final%20-1.png?width=1280&height=720&name=Community%20Call%20Final%20-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-reduce-credit-report-costs) #### [Retention Rockstar Community Call: Reducing Credit Report Costs](https://blog.monitorbase.com/retention-rockstar-group-reduce-credit-report-costs) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Apr 3, 2025 12:00:00 AM In our latest and final Retention Rockstar Community Call, we dive into credit scoring models, particularly FICO and VantageScore, and their role in... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Read More](https://blog.monitorbase.com/retention-rockstar-group-reduce-credit-report-costs) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/March%202025%20Call%20Thumbnail-1.png?width=1280&height=720&name=March%202025%20Call%20Thumbnail-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-following-up-and-automations) 1 min read #### [Retention Rockstar Coaching Call: Following Up and Automations](https://blog.monitorbase.com/retention-rockstar-group-following-up-and-automations) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Mar 12, 2025 12:00:00 AM In this month's Retention Rockstar Community Call, the team emphasizes the importance of consistent follow-ups and automation in nurturing leads,... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Read More](https://blog.monitorbase.com/retention-rockstar-group-following-up-and-automations) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/1739477495403-1.jpg?width=1200&height=627&name=1739477495403-1.jpg) ](https://blog.monitorbase.com/monitorbase-joins-forces-with-mmi-and-bonzo) 1 min read #### [MonitorBase Joins Forces with MMI and Bonzo](https://blog.monitorbase.com/monitorbase-joins-forces-with-mmi-and-bonzo) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Feb 20, 2025 12:00:00 AM MonitorBase Joins Forces with MMI and Bonzo: A Game-Changing Partnership for Lenders [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [annoucement](https://blog.monitorbase.com/tag/annoucement) [Read More](https://blog.monitorbase.com/monitorbase-joins-forces-with-mmi-and-bonzo) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstar%20Ondemand%20(1)-1.png?width=1280&height=720&name=Retention%20Rockstar%20Ondemand%20(1)-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-ondemand) 1 min read #### [Retention Rockstar Coaching Call: The Power of MonitorBase's OnDemand Alerts](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-ondemand) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Feb 6, 2025 12:00:00 AM What if there was a way for you to find origination opportunities within your database that met your specific criteria? In our latest Retention... [ondemand](https://blog.monitorbase.com/tag/ondemand) [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-ondemand) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/January%202025%20Call%20Thumbnail-1.png?width=1280&height=720&name=January%202025%20Call%20Thumbnail-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-more-opportunities-than-you-realize) 1 min read #### [Retention Rockstar Coaching Call: More Opportunities Than You Realize](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-more-opportunities-than-you-realize) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jan 9, 2025 12:00:00 AM 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... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-more-opportunities-than-you-realize) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstar%20Call%20-%20December%202024%20.png?width=1280&height=720&name=Retention%20Rockstar%20Call%20-%20December%202024%20.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-actionable-strategies) #### [Retention Rockstar Group Coaching Call: Actionable Strategies For Engaging With Leads](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-actionable-strategies) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Dec 11, 2024 12:00:00 AM In this month's Retention Rockstar Community Coaching Call, key strategies for effective outreach on MonitorBase alerts were discussed and touched on... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-actionable-strategies) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20November%202024%202_0-1.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20November%202024%202_0-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-compounding-retention) #### [Retention Rockstar Group Coaching Call: The Power of Compounding Retention](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-compounding-retention) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Nov 7, 2024 12:00:00 AM In our latest Retention Rockstar Community Coaching Call, we discussed strategies for improving mortgage customer retention by showcasing and... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-compounding-retention) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Misley%20Collab%20Thumbnail-1.png?width=1280&height=720&name=Misley%20Collab%20Thumbnail-1.png) ](https://blog.monitorbase.com/helping-clients-make-more-informed-financial-decisions-with-misely) #### [Helping Clients Make More Informed Financial Decisions With Misely](https://blog.monitorbase.com/helping-clients-make-more-informed-financial-decisions-with-misely) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Oct 10, 2024 12:00:00 AM David Boswell, Founder and CEO of Misely, joins MonitorBase's William LeBaron to discuss the importance of helping clients make informed financial... [Database Retention System](https://blog.monitorbase.com/tag/database-retention-system) [Read More](https://blog.monitorbase.com/helping-clients-make-more-informed-financial-decisions-with-misely) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20October%202024-1.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20October%202024-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-october-2024) #### [Retention Rockstar Group Coaching Call October 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-october-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Oct 3, 2024 12:00:00 AM 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... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-october-2024) [1](https://blog.monitorbase.com/page/1) [2](https://blog.monitorbase.com/page/2) [3](https://blog.monitorbase.com/page/3) [4](https://blog.monitorbase.com/page/4) [5](https://blog.monitorbase.com/page/5) [ Next ](https://blog.monitorbase.com/page/2)