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    William LeBaron


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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 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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    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 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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