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    Mapping contact import fields

    By Lilly Staniforth on Nov 13, 2019 2:59:04 PM

    The purpose of mapping is to match up the information in your CSV file that you’re uploading to the correct field in MonitorBase. 

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    Converting an Excel File into a CSV File

    By Lilly Staniforth on Nov 12, 2019 3:40:50 PM

    When uploading a file into MonitorBase, the file must be saved as a CSV (comma-separated values) file. To save your file as a CSV file, open up your file in Excel.

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    How to monitor prospects from your referral sources

    By Louis Zitting on Mar 15, 2019 1:43:10 PM

    If you have affiliate arrangements or marketing service agreements with referral partners, the chances are you have a good amount of prospects that you could be monitoring for home buyer and refinance activity from those databases as well. 

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    Get started with Database Monitoring Alerts

    By Louis Zitting on Feb 22, 2019 9:12:28 AM

    Get started with your Database Marketing Alerts: Inquiry Alerts, Migration Alerts, Pre-mover Alerts, and Predictive Marketing Automation.  For getting started with SoftPull, see Get started with SoftPull instant credit check technology. 

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    How to upload prospects

    By Emma Nielson on Jan 25, 2019 6:55:56 PM

    To upload your prospects, log into your MonitorBase account, click on ‘Prospects’ on the navigation bar on the left, then click ‘Upload’. You will be taken to Step 1, shown below. 

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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 database marketing account.  Watch this video for what it means when you get an inquiry alert.  For more info see Get started with Database Monitoring Alerts

    Read Next:
    What is a Credit Migration Alert? 
    What is a Pre-Mover Alert? 
    What is Predictive Marketing? 
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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.



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    How to monitor prospects from your referral sources.

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