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    Predictive Marketing - Seller Buyer Opportunity - Alert Intel: MBai106

    By Louis Zitting on Jun 6, 2019 1:48:29 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Seller Buyer Opportunity - Alert Intel: MBai100

    By Louis Zitting on Jun 6, 2019 1:36:22 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Home Buyer Opportunity - Alert Intel: MBai99

    By Louis Zitting on Jun 6, 2019 1:27:12 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Refinance Opportunity - Alert Intel: MBai105

    By Louis Zitting on Jun 6, 2019 1:18:46 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Refinance Opportunity - Alert Intel: MBai104

    By Louis Zitting on Jun 6, 2019 1:08:22 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Refinance Opportunity - Alert Intel: MBai38

    By Louis Zitting on Jun 6, 2019 1:01:43 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Refinance Opportunity - Alert Intel: MBai30

    By Louis Zitting on Jun 6, 2019 12:50:59 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Home Buyer or Refinance Opportunity - Alert Intel: MBai40

    By Louis Zitting on Jun 6, 2019 12:37:25 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Home Buyer or Refinance Opportunity - Alert Intel: MBai108

    By Louis Zitting on Jun 6, 2019 12:23:05 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Home Buyer or Refinance Opportunity - Alert Intel: MBai39

    By Louis Zitting on Jun 6, 2019 11:19:05 AM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Home Buyer Opportunity - Alert Intel: MBai37

    By Louis Zitting on Jun 6, 2019 10:52:21 AM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

    Continue Reading

    Predictive Marketing - Refinance Opportunity - Alert Intel: MBai34

    By Louis Zitting on Jun 6, 2019 10:39:48 AM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing - Home Buyer Opportunity - Alert Intel: MBai28

    By Louis Zitting on Jun 6, 2019 9:38:20 AM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

    Continue Reading

    Predictive Marketing - Refinance Opportunity - Alert Intel: MBai27

    By Louis Zitting on Jun 5, 2019 3:46:18 PM

    One of the database marketing products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  Check out our full list of Predictive Marketing Alert Intels here

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    Predictive Marketing Alert Intel Directory

    By Louis Zitting on Jun 5, 2019 3:41:33 PM

    One of the database monitoring products available to MonitorBase users is Predictive Marketing alerts.  Our system monitors hundreds of data points on an individual and identifies opportunities in your prospect database where a mortgage transaction is likely to occur.  Each Predictive Marketing alert is delivered with an Alert Intel to give you insight into each opportunity to reconnect with your prospect.  See below for a list of each Predictive Marketing Alert Intel, click on the links to read more detail.

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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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    How to view your email marketing activity in MonitorBase

    By Bobby Zitting on Mar 13, 2019 2:48:23 PM

    If your company has enabled email marketing offers on your MonitoBase Alerts an email will be sent to any alert that you receive with an email associated with the prospect. The following are instructions on where to find reports on the email activity that has happened within your account. If your company has not enabled email offers and you would like more information please talk to sales. 

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    How to allow another person to pay your invoice

    By Bobby Zitting on Mar 13, 2019 2:32:48 PM

    When you receive your invoice from MonitorBase your email should look like this:

    Topics: invoice
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    How to preview your personalized email firm offer samples

    By Cece Cawley on Feb 22, 2019 4:46:35 PM

    You can send yourself a sample firm offer email with your personalized info from within your MonitorBase account.  To send yourself a sample email start by Logging in to you MonitorBase account.  

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    How to view your inbound call log

    By Bobby Zitting on Feb 22, 2019 3:43:32 PM

    The call log will track all of your missed and answered calls. You can use the call log to learn which inbound calls where generated by your MonitorBase personalized marketing, find calls that you missed so you can follow up, and block calls from telemarketers.

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    Mortgage Lead Generation

    By Louis Zitting on Feb 22, 2019 11:53:00 AM

    Mortgage lead generation is quickly becoming a hot topic for mortgage lenders and brokers as they look to new ways to acquire customers in the digital age.  Traditional mortgage marketing models are changing as consumers change the way they wish to engage with mortgage originators.  Purchasing leads from lead aggregators and referral partner marketing continue to produce great results for some originators, but how do you get started generating your own mortgage leads while promoting your own brand?  Let's discuss alternative ways of generating your own inbound marketing without the need for third-party lead sources.

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    Get started with Database Monitoring Alerts

    By Louis Zitting on Feb 22, 2019 9:12:28 AM

    Get started with your Database Marketing Alerts: Inquiry Alerts, Migration Alerts, Pre-mover Alerts, and Predictive Marketing Automation.  For getting started with SoftPull, see Get started with SoftPull instant credit check technology. 

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    Does a soft credit inquiry affect my customer's credit?

    By Louis Zitting on Feb 15, 2019 2:48:34 PM

    A soft credit inquiry does not affect your customer's credit score.  Soft inquiries are promotional inquires used when a lender wishes to extend an offer of credit.  

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    How accurate is the credit score with SoftPull?

    By Louis Zitting on Feb 15, 2019 1:16:32 PM

    Many users ask which credit score is used in SoftPull instant credit check.  Our soft inquiry technology pulls the FICO score though Experian, which is the same score that the majority of the mortgage industry pulls for tri-merge credit reports used in an application or extension of credit.  

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    What is a soft credit inquiry?

    By Louis Zitting on Feb 13, 2019 4:30:34 PM

    A soft credit inquiry or 'soft pull' is used when a consumer checks their own credit or when a lender checks a consumer's credit to pre-qualify them for an offer.  

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    What is Text to Pre-Qualify?

    By Louis Zitting on Feb 13, 2019 4:00:27 PM

    Text to Pre-Qualify is a text message instant credit pre-qualification feature of SoftPull instant credit check for mortgage originators.  Text to Pre-Qualify is a way for a consumer to get an instant credit pre-qualification for an originator or lender instantly on their mobile phone.  See also: Where to find your Text to Pre-qualify phone number.

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    What is SoftPull instant credit check?

    By Louis Zitting on Feb 13, 2019 3:13:57 PM

    SoftPull instant credit check is a soft inquiry technology that allows mortgage lenders to give a customer an instant credit pre-qualification as a soft inquiry or 'soft pull' right on their mobile phone or on the originator's website. 

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    I forgot my login username or password, how do I reset it?

    By Greg Zitting on Feb 11, 2019 2:39:44 PM

    Forgot your login? 

    If you can’t remember or don’t know your username or password for you MonitorBase Account, no worries! From the MonitorBase homepage click on the “Login” button in the top right corner of the site.

    If you don’t know your password, click on the “Forgot pwd?” option. If you don’t know your username, click on the “Forgot user?” option:

    loginscreen

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    When to use SoftPull: Instant soft credit check

    By William LeBaron on Feb 11, 2019 11:15:43 AM

    Why would you use the SoftPull instant credit check versus a full credit report?  In this short video we discuss how SoftPull is much less expensive and much quicker to use than pulling a full credit report. It doesn't hurt the prospects credit and it doesn't trigger marketing from other lenders. 

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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 Monitoring 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 monitoring 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 how they support your mortgage lead generation efforts.  

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    Script examples for following-up to your database monitoring 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 Monitoring 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 email and direct mail offers

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

    Personalizing your mail and email allows your own name, NMLS, and phone number to be sent on the letters and emails that are sent out to your customers through the Database Monitoring Alerts platform. This insures that email replies and phone calls are sent directly to you rather than 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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    New to MonitorBase? Start here..

    By William LeBaron on Dec 20, 2017 3:21:46 PM

    If you are new to MonitorBase this is a quick video series that will get you started!  Click the first video to get started..

    Read Next:
    Get started with Database Monitoring Alerts.
    What are database marketing alerts and how should I use them?
    How to upload prospects.

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    Past client triggers and marketing automation

    By William LeBaron on Dec 20, 2017 3:08:00 PM

    Your past clients are you most valuable marketing asset.  1.5-2% of your past client database are applying for a mortgage each month.  Past client triggers or Database Marketing Alerts are a great way to retain your servicing portfolio, or get notified and execute automated offers of credit when past clients that you sent to a correspondent or wholesale lender are back in the market again.  To learn more see Get Started with Database Monitoring Alerts.

    Watch the video for more details..

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    Predictive Marketing: How does it work?

    By Louis Zitting on Dec 20, 2017 2:59:41 PM

    What is the Predictive Marketing Alert, and why would I need it if I have Inquiry Alerts?  Predictive Marketing Alerts are a form of database marketing automation where we use predictive analytics to determine which consumers in your database are showing mortgage shopping behavior.  For more info regarding each predictive alert type, click here.

    Watch the video for more details..  

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    What is an Inquiry Alert?

    By Louis Zitting on Dec 20, 2017 2:53:38 PM

    What is an Inquiry Alert?  An inquiry alert is a mortgage credit trigger that has been pulled for one of your past clients that you are monitoring in your database marketing account.  Watch this video for what it means when you get an inquiry alert.  For more info see Get started with Database Monitoring Alerts

    Read Next:
    What is a Credit Migration Alert? 
    What is a Pre-Mover Alert? 
    What is Predictive Marketing? 
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    What should I upload?

    By Louis Zitting on Dec 20, 2017 2:45:35 PM

    What should I upload to MonitorBase, and what information do I need to upload a file to MonitorBase?  You only need a name and address to monitor a consumer for credit based events. 

    Here are some examples of prospects that would be beneficial to monitor:

    • You past funded loans.
    • Your credit denied, withdrawn, or "not quite ready" borrowers. 
    • Contacts from your CRM or Loan Origination Software.
    • Prospects that have worked with your referral partners.
    • Leads that you have purchased in the past.
    • Prospects that would recognize your name or brand in your local market.
    • Local affinity groups or organizations.

    Watch this quick video for more info.  To learn more about database marketing alerts, see Get started with Database Monitoring Alerts.

     

     

    Related Article:
    How to monitor prospects from your referral sources.

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    Early Payoff Warnings

    By Louis Zitting on Nov 6, 2017 1:06:27 PM

    An Early Payoff (EPO) fee can cost a branch and an originator everything they earned on the loan plus all fees paid, but our system will give you forewarning when your clients are having their credit pulled at another lender, and this can help you avoid an early payoff fee.  Learn more by visiting Get started with Database Monitoring Alerts.

    Watch this short video by William LeBaron to learn more about identifying EPOs ahead of time!

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    Getting Additional Contact Info For Your Alerts

    By Louis Zitting on Apr 24, 2017 3:24:25 PM

    If you are using MonitorBase version 3.0 or higher, you may see a new tab under your alerts titled "Additional Data". For each new alert you receive, and when available, we will append additional phone numbers, email address, social media pages, and some helpful demographics.

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    Recipe for Success: Home Buyer Inbound Calls

    By Louis Zitting on Apr 18, 2017 4:48:03 PM

    The MonitorBase Home Buyer product is a very effective inbound call marketing campaign. This article is meant to give you the tips you and your team need to get the most of your marketing dollars. We recommend you go over this article with everyone in your team before the calls start coming in! Trust us, it will help you be more successful. You can also register for a webinar specifically about our Home Buyer program below.

    Remember:  Everyone you talk to has some level of interest in buying a home, whether they are ready to move forward now or in the next year.  Make sure to use this opportunity to refer them to one of your referral partners!  Your referral partners will be happy to engage with the consumer early in the process as well.  This is a great way to reciprocate business to your partners.

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    SoftPull Instant Credit Pre-qualification FAQs

    By Louis Zitting on Mar 16, 2017 12:26:41 PM

    Q. What information is required for a borrower to use the SoftPull instant credit check tool?

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    How often should I update my monitored database?

    By Louis Zitting on Mar 9, 2017 2:46:51 PM

    We have many users asking the question "how often should I update my monitored database, and what datasets should I include when uploading new prospects?" In short, you should update your monitored database at least monthly, and here's why:

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    How to identify Home Sellers in your MonitorBase Alerts

    By Louis Zitting on Feb 16, 2017 3:45:35 PM

    With an uptick in rates, more mortgage teams are trying to determine how to replace their lost refinance business with purchase business. It's no news that many markets are very low on inventory, making it hard to find homes for your buyers. The name of the game today is how to identify soon to be sellers.

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    Predictive Alerts - What are they?

    By William LeBaron on Feb 7, 2017 8:02:17 PM

    It's true that consumers are creatures of habit, but not everyone follows the same habits.

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    How to reach out to your MonitorBase Alerts

    By William LeBaron on Feb 3, 2017 4:09:25 PM

    So you've uploaded your prospects, enabled monitoring, and you've started receiving your database marketing alerts ... now what?

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