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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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.
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.
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.
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.
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?
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- Your credit denied, withdrawn, or "not quite ready" borrowers.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.
How to monitor prospects from your referral sources.