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    Script examples for following-up to your database monitoring alerts

    Feb 5, 2019 11:34:35 AM

    Here are some sample scripts to get you started with your database marketing alerts.  To learn more see Get started with Database Monitoring Alerts.

    MonitorBase Inquiry Alert Script Example:

    Hi Emily, it’s _________ with LENDER NAME. We worked together on PRODUCT about _____ Years/months ago. I’m reaching out because at LENDER NAME, I have a system that periodically pre-qualifies my clients and your name came up as someone who may be in the market. I’ve emailed (or mailed) you a pre-qualification letter, and I wanted to see if that was something I could help you with. [Let them tell you they just applied for a mortgage and what they are trying to do.]

    MonitorBase Migration Alert Script Example:

    Hi Emily, it’s _________ with LENDER NAME. We spoke back in _______ about a PRODUCT. I have a system to periodically pre-qualify my past clients and your file came up, it looks like your credit has improved to meet our credit qualifications. I have sent you a pre-qualification letter via email (or mail). Are you still looking into getting PRODUCT now that your credit has improved?

    MonitorBase Predictive Marketing Script Example:

    Hi Emily, it’s _________ with LENDER NAME. We worked together on PRODUCT about _____ Years/months ago. I’m reaching out because at LENDER NAME I have a system that periodically pre-qualifies my clients and your name came up a someone who may be in the market for a mortgage. I’ve sent you a pre-qualification letter via email (or mail), and I wanted to see if that was something I could help you with.

    MonitorBase Pre-mover Alert Script Example:

    Hi Emily, it’s _________ with LENDER NAME. We worked together on PRODUCT about _____ Years/months ago. I’m reaching out because at LENDER NAME I have a system that monitors my local market for homes that my be showing up on the market for sale (or rent).  Are you currently in the market to make a move?  Could I send you some info on pre-qualifying for your next home?

    Customer Rebuttals:

    How did you get my credit info? - We periodically pre-qualify people in our market place to offer them a offer of credit. This information is available to reputable lenders that can in turn provide you an offer.

    Did you pull my credit? – No, we pre-screened your credit. It is only a soft promotional inquiry and it doesn’t affect your credit. 

    I don’t like this, how can I opt-out? – There is an opt-out on the bottom of the letter we sent, you can call 1-888-567-8688 and opt-out with the credit bureaus from receiving any credit offers in the future. I can also add you to our internal opt-out list if you would like.

     

    *Note: The above scripts are examples and do not constitute legal advice from MonitorBase. You must comply with all state and federal laws as well as the policies of your organization.

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