Search MonitorBase Articles:

    William LeBaron

    Recent Posts

    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. 

    Continue Reading

    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.  

    MonitorBase Overview
    Continue Reading

    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.
    Continue Reading

    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.

    Continue Reading

    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..

    Continue Reading

    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.

    Continue Reading

    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?

    Continue Reading

    Lists by Topic

    see all

    Posts by Topic

    see all

    Recent Posts