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I received my first alert! Now what?

By Louis Zitting on Jan 11, 2018 12:02:22 PM

So you received your first MonitorBase 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 Louis Zitting 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..

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Past Client Triggers and Marketing Automation

By Louis Zitting 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 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.  What the video for more details..

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Predictive Marketing: How does it work?

By Louis Zitting on Dec 20, 2017 2:59:41 PM

What is the Predicitive Marketing Alert, and why would I need it if I have Inquiry Alerts?  What the video for more details..

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What is an Inquiry Alert?

By Louis Zitting on Dec 20, 2017 2:53:38 PM

What is an Inquiry Alert?  An inquiry alert is a mortgage credit trigger that has been pulled for one of your past clients that you are monitoring in your account.  Watch this video for what it means when you get an inquiry alert..

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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.  Watch this quick video for more info..

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