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    What should I upload?

    By Louis Zitting on Dec 20, 2017 2:45:35 PM

    What should I upload to MonitorBase, and what information do I need to upload a file to MonitorBase?  You only need a name and address to monitor a consumer for credit based events. 

    Here are some examples of prospects that would be beneficial to monitor:

    • You past funded loans.
    • Your credit denied, withdrawn, or "not quite ready" borrowers. 
    • Contacts from your CRM or Loan Origination Software.
    • Prospects that have worked with your referral partners.
    • Leads that you have purchased in the past.
    • Prospects that would recognize your name or brand in your local market.
    • Local affinity groups or organizations.

    Watch this quick video for more info.  To learn more about database marketing alerts, see Get started with Database Monitoring Alerts.

     

     

    Related Article:
    How to monitor prospects from your referral sources.

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