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    Top of Mind - Surefire CRM Integration

    By Louis Zitting on Apr 18, 2019 3:28:06 PM

    You can enable integration between your MonitorBase account and Surefire CRM by Top of Mind networks.  The integration will allow you to automate credit monitoring for your database of prospects in Surefire CRM.  When one of your prospects applies for a mortgage with another lender, you will be notified with an opportunity alert in your Surefire account.  

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    Sharing SoftPull with your referral partners

    By Louis Zitting on Mar 15, 2019 2:20:36 PM

    SoftPull is a great tool for sharing with your referral partners.  Real estate agents and builders can direct prospects to your SoftPull tool to get an instant credit check while they are meeting with the agent or builder for the first time.  After the consumer completes the SoftPull and receives a "Qualified" results they can choose to share their result with the agent or builder.  

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    How to monitor prospects from your referral sources

    By Louis Zitting on Mar 15, 2019 1:43:10 PM

    If you have affiliate arrangements or marketing service agreements with referral partners, the chances are you have a good amount of prospects that you could be monitoring for home buyer and refinance activity from those databases as well. 

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    Get started with SoftPull instant credit check technology

    By Louis Zitting on Mar 15, 2019 9:05:43 AM

    Here are articles and trainings for getting started with SoftPull instant soft inquiry technology.  For information on Database Monitoring Alerts, see Get started with Database Monitoring alerts. 

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    Where to find your Text to Pre-qualify phone number

    By Louis Zitting on Mar 15, 2019 9:01:42 AM

    If you have access to SoftPull in your account you can give customers or referral partner's clients the ability to text the word "Go" to your unique phone number and MonitorBase will instantly reply back to them with a link to open your SoftPull technology right on their mobile device.  

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    Creating trackable SoftPull links

    By Louis Zitting on Mar 15, 2019 7:16:35 AM

    Your SoftPull page links are the links that you can share with clients or referral partners so prospects can access your SoftPull form online to get an instant credit pre-qualification.  Click here to learn how to find your SoftPull links. 

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    Where do I find my SoftPull page links?

    By Louis Zitting on Mar 15, 2019 7:00:27 AM

    Your SoftPull page links are the links that you can share with clients or referral partners so prospects can access your SoftPull form online to get an instant credit pre-qualification.  To find your SoftPull links or to create custom trackable SoftPull links, first login to your MonitorBase account.  On the left navigation, click "SoftPull" then "Links" as shown below:

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    How to view your SoftPull submissions

    By Louis Zitting on Mar 14, 2019 11:08:51 AM

    Each time a customer completes a SoftPull submission you will receive an email from MonitorBase so you can quickly take action.  For security purposes, we can't email you the credit report from the submissions.  To find you submissions and view the soft inquiry credit report, log in to your MonitorBase account and click on "SoftPull" then "Applicants" in the left navigations as shown below:

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    How to view and pay invoices in MonitorBase

    By Bobby Zitting on Mar 13, 2019 3:47:20 PM

    If you receive an email saying that you have a new or outstanding invoice with MonitorBase or you want to look at the invoices that have already been paid you can access that information in your MonitorBase account by following the instructions in this article.

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    What to do when someone engages with your marketing emails

    By Louis Zitting on Mar 13, 2019 3:27:44 PM

    What do you do when someone engages with your automated marketing emails?  The short answer is to reach out and engage with the customer as quickly as possible.  When someone has shown interest by clicking through to your offer, that indicates they may be interested in your products, they are in your sales funnel now. 

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