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.
Search MonitorBase Academy:
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. Watch this quick video for more info. To learn more about database marketing alerts, see Get started with Database Monitoring Alerts.
How to monitor prospects from your referral sources.