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    Lilly Staniforth

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    Updating your credit card information

    By Lilly Staniforth on Nov 13, 2019 4:14:57 PM

    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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    Advanced Alert Settings

    By Lilly Staniforth on Nov 13, 2019 3:59:33 PM

    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.

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    How to enable and disable monitoring for contacts in Monitorbase

    By Lilly Staniforth on Nov 13, 2019 3:52:26 PM

    If you’ve already uploaded your past client or prospect database, you can add or remove monitoring from them within MonitorBase. 

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    How to edit your notification settings

    By Lilly Staniforth on Nov 13, 2019 3:35:58 PM

    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.”

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    How to add and remove Tags for prospects in MonitorBase

    By Lilly Staniforth on Nov 13, 2019 3:08:36 PM

    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.) 

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    Mapping contact import fields

    By Lilly Staniforth on Nov 13, 2019 2:59:04 PM

    The purpose of mapping is to match up the information in your CSV file that you’re uploading to the correct field in MonitorBase. 

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    Setting SoftPull to Test Mode

    By Lilly Staniforth on Nov 13, 2019 2:50:32 PM

    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. 

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    How to apply automatic credit monitoring to your SoftPull submissions

    By Lilly Staniforth on Nov 12, 2019 4:28:13 PM

    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.

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    How to set up Exit URLs on your SoftPull results

    By Lilly Staniforth on Nov 12, 2019 4:17:03 PM

    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).
    exit url 1

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    How to suppress inquiry alerts for your own credit pulls

    By Lilly Staniforth on Nov 12, 2019 4:03:35 PM

    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). 

    Topics: suppression
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