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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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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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