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I received my first alert! Now what?

By Louis Zitting on Jan 11, 2018 12:02:22 PM

So you received your first MonitorBase 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 Louis Zitting 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..

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Past Client Triggers and Marketing Automation

By Louis Zitting 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 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.  What 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 Predicitive Marketing Alert, and why would I need it if I have Inquiry Alerts?  What 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 account.  Watch this video for what it means when you get an inquiry alert..

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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.  Watch this quick video for more info..

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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.  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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How to Import Prospects

By Louis Zitting on Mar 16, 2017 2:16:13 PM


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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 Pre-qual 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 Louis Zitting 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 Louis Zitting on Feb 3, 2017 4:09:25 PM

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

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