If you are a user paying for your own MonitorBase account and you need to update your credit card information within your account, simply click on the profile icon within your account in the upper right hand corner.
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Predictive alerts use our algorithm to let you know when your past client or prospect is showing signs that they might be in the market soon, including refinance opportunities.
If you’ve already uploaded your past client or prospect database, you can add or remove monitoring from them within MonitorBase.
To customize which events you would like to receive email or text notifications for, go to your profile icon in MonitorBase and click on “account settings.”
Adding Tags to your prospects:
After logging in to your account, click “prospects” within MonitorBase (on the left-hand side-bar), then choose the viewing option that will help you access the list of people you’d like to add tags for the easiest (either “view all,” “view by monitoring,” or “tags,” etc.)
The purpose of mapping is to match up the information in your CSV file that you’re uploading to the correct field in MonitorBase.
MonitorBase SoftPull is a useful tool that you can extend to your referral partners. When you’re creating a unique trackable link for a referral partner, they’re likely interested in having a hands-on experience with how the system performs.
Any person that fills out a SoftPull submission with you will automatically go into your “prospects” pool in your MonitorBase account, but you’ll also need to check your settings in SoftPull to make sure that automatic monitoring will be applied to each submission.
After a client fills out a SoftPull form, there is a “continue” button that they can press to continue on to your website (pictured below).
Our inquiry alerts let you know when your client has pulled their credit with a competitor, helping you earn their business back. However, when Experian sends us this information, they do not include which company the client pulled their credit with (this prevents companies from unfairly targeting another company’s clients).