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    What is a Pre-Mover Alert?

    By Louis Zitting on Feb 5, 2019 2:20:56 PM

    A Pre-Mover alert is on of the monitoring types you can enable with MonitorBase Database Marketing Alerts.  

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    What is a Credit Migration Alert?

    By Louis Zitting on Feb 5, 2019 1:31:15 PM

    A Credit Migration Alert is one of the available monitoring alert types available in Database Marketing Alerts.  So what is credit migration and what does it mean to an originator?

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    Activating your account for the first time

    By Louis Zitting on Feb 5, 2019 12:49:01 PM

    Now that your company has been approved and on-boarded and you have requested an account be created for you, here is how to activate your account for the first time. 

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    What are database marketing alerts and how should I use them?

    By William LeBaron on Feb 5, 2019 12:19:27 PM

    Here's a short video explaining the basics of the database marketing alerts that are available with MonitorBase and what they mean to you as an originator.  

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    Script examples for following-up to your database marketing alerts

    By Louis Zitting on Feb 5, 2019 11:34:35 AM

    Here are some sample scripts to get you started with your database marketing alerts.  To learn more see Get started with Database Marketing Alerts.

    MonitorBase Inquiry Alert Script Example:

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    How do I search confirmation codes from my direct mail offers?

    By Greg Zitting on Jan 31, 2019 11:40:39 PM

    Every direct mail letter that is sent out to your MonitorBase alerts has a Confirmation Code printed on it. When a consumer calls in from a letter you can ask them to tell you the Confirmation Code that is on their letter. You can use this number to quickly look up their alert and credit profile in your MonitorBase account.

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    How do I download my files from MonitorBase?

    By Greg Zitting on Jan 31, 2019 11:12:56 PM

    If you receive an email from MonitorBase like the one depicted here it means you have a new file to download from MonitorBase.

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    How to personalize your direct mail offers

    By Cece Cawley on Jan 30, 2019 4:58:13 PM

    Personalizing your mail allows your own name, NMLS, and phone number to be sent on the letters that are sent out to your alerts. This insures that phone calls to your letters are sent directly to you instead of the main phone number for your branch or organization.

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    How to upload prospects

    By Emma Nielson on Jan 25, 2019 6:55:56 PM

    To upload your prospects, log into your MonitorBase account, click on ‘Prospects’ on the navigation bar on the left, then click ‘Upload’. You will be taken to Step 1, shown below. 

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    I received my first alert! Now what?

    By William LeBaron on Jan 11, 2018 12:02:22 PM

    So you received your first MonitorBase Database Marketing Alert, great!  Now what do you do with it?  Here's a quick video that may help!

    We've found that less than 1 in 4 of your past funded clients return to you for their next loan.
     
    1.5% of your past clients apply for a loan each month, so every 100 people you've worked with has 1-2 applications leaving that group each month.
     
    These alerts will tell you when your previous customers are applying, or about to apply for a mortgage loan. We’ve sent a letter out on your behalf, but if you really want to win them back, give them a call right now.
     
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