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Mortgage Marketing Strategies
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Retention Rockstar™ Discussion: Saving Money on Credit Reports
Many loan originators have recently spent upwards of $600 on credit reports. This can be detrimental when spending that much on credit reports...
Retention Rockstar™ Discussion: Utilizing Equity Alerts
In the latest MonitorBase Retention Rockstar™, we delve into the intricacies of Home Equity in the current mortgage market and the best approach for...
1 min read
Exciting Upgrades: Empowering Our Users with the Latest Innovations
At MonitorBase, innovation is at the heart of everything we do. We are thrilled to announce a series of groundbreaking system upgrades that are set...
1 min read
Agent - LO Duel Employment?
Is the Sitzer Verdict the force driving Agents to hire as employees of their Lender partners?
3 min read
The Ramifications of the Realtor Commission Verdict
Guilty Of Conspiracy To Inflate Agent Commission.
1 min read
Retention RockStars™ Discussion: Why HELOCs are Still Relevant to Originators
Are Helocs (Home Equity Lines of Credit) and debt consolidation still relevant to originators in today's market? That is the topic in this month's...
1 min read
Retention Rockstar™ Discussion: Will Credit Triggers Get Banned?
Will credit trigger leads get banned? Credit triggers have been intensely discussed as of late and are the focus of our conversation success in this...
Retention Rockstar™ Strategy: Engaging with your MonitorBase alerts
Knowing how to engage with your MonitorBase alerts when you receive them is a major key to success and it is the topic of discussion in this month's...
4 min read
How a 1,000-contact database can produce 8-18 transactions a month
One of the biggest misconceptions in the mortgage industry is the belief that our customers are mostly coming back to us for their next loan. It’s a...
1 min read
Retention Rockstar™ Strategy: The Mortgage Sales Funnel
In our latest Retention RockstarTM strategy video, we explored the mindset that Loan Officers should have in approaching the mortgage sales process...
1 min read
Why Prescreen credit triggers aren’t likely going anywhere…
Share: The FCRA provides guidelines for the use of consumer credit information by lenders. One provision allows lenders to access prescreened lists...
2 min read
New Recruiting Metric All Lenders Should Consider
Recruiting Mortgage Loan Officers is one of the most competitive areas of the mortgage industry. Enterprise-level mortgage lenders will roll out...
2 min read
Turn the Worst Leads into Close Loans
If you have ever bought leads or found yourself uttering the words – “these leads are terrible,” this might be a strategy worth considering. Let’s...
3 min read
The Year for MonitorBase
Share: The Time is Now to Change to Monitorbase. While much of the mortgage industry struggles to maintain profitability and compete in the market,...
Retention Rockstar™ Strategy: Find Sellers for you and your referral partners in 2023
In this Retention RockstarTM strategy video, we discuss the best practices of partnering with more referral partners to scan and find deals in their...
1 min read
What is The Retention Rockstar™ Award?
The Retention RockstarTM Award identifies outstanding loan originators for their efforts and ability to find new loans and retain mortgage business...
2 min read
Emerging Mortgage Tech Category: Database Retention Systems
AI can drive your car.. do your homework, but how are mortgage originators and realtors utilizing AI? Artificial Intelligence (AI) is changing the...
2 min read
Is Life Event Marketing Compliant?
I had an old friend that used to sell home alarm systems. At a time when newborn babies were announced in the local papers – he would look up their...
1 min read
Treasure In Your Database: How Lenders Can Find Loans In Their Database
There are these Instagram accounts of treasure hunters with metal detectors and gadgets that help them find mysteriously hidden treasure in all kinds...
1 min read
Tip to double your marketing engagement and improve DEI
2 min read
How We Use AI to Predict Mortgage Transactions
MonitorBase is a borrower analytics platform that lets you mine origination opportunities from your contact database. Many of our clients ask for...
1 min read
New Web app Design. Even Better Features
We have big news! We’ve been working hard on redesigning our website into an even more comprehensive and accessible tool for you and your team. Our...
3 min read
Sales Strategy for the Remainder of 2022
Hello to all of our wonderful lenders and originators! I want to take this moment to talk about strategy for the remainder of 2022 As I believe there...
1 min read
HMDA: Do you have skeletons in the closet?
Staying ahead: How to get on top of unintentional discrimination and serve the low-to-moderate income community without taking on more risk.
2 min read
MB Insider Trends: Applications and Inventory
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
2 min read
MB Insider Trends: How to Make More Refis = More Purchases
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
2 min read
MB Insider Trends: How to Create a Future Purchase Pipeline
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
2 min read
MB Insider Trends: Don't Let This Happen To Your Clients
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
1 min read
MB Insider Trends: Rate Watch and Refis
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
2 min read
MB Insider Trends: Refis, Refis, and Refis
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
2 min read
MB Insider Trends: Low to Moderate Income
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
2 min read
MB Insider Trends: Credit Score and First Time Buyers
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
2 min read
MB Insider Trends: May 4th - 50% More First Time Homebuyers
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
2 min read
MonitorBase Insider: Email Engagement and Open Rates
Here’s your MonitorBase Insider Trend update for the week! This week we would like to tell you about open rates on email offers from alerts, as well...
1 min read
MonitorBase Insider: What is the data telling us today?
Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now.
2 min read
Mortgage Portfolio Runoff Prevention
Past client runoff, particularly those with higher credit and lower LTVs, causes massive losses in portfolio valuations or Early Payoff (EPO) fees....
1 min read
Fight Real Evil
Operation Underground Railroad’s mission is to rescue victims of human trafficking, and arrest those responsible. This group of highly skilled...
1 min read
The 3 Ways to Grow Your Business
There are so many ways to grow a business that it can start to feel confusing and overwhelming, right? It’s actually much simpler than you may think....
2 min read
Aged Mortgage Leads
Many mortgage lenders and brokers have most likely built into their business model some form of mortgage lead generation, or they may just buy...
1 min read
Purchase, Refi, Refi, Purchase.
Do you want to do one loan for every person you work with? Or do you want four loans for that same person? Clearly, in this case, the more the...
2 min read
Close More Loans Than Ever Before
We all have goals, but sometimes it can be hard to know how to achieve them. Closing more loans isn't impossible, and may even be easier than you...
3 min read
Overcoming Marketing Obstacles
What’s one of the most important things you need to reach your business goals? Good marketing. Letting potential clients know who you are, what you...
1 min read
Heads up, a few extra apps this month may be easier than you think.
The one thing MonitorBase users could do today that would double their conversion may come as a surprise: have their team commit to a no-voicemail...
1 min read
Why the Fed's rate cut could double your response rate.
We've all seen mortgage rates come down in the past few months, and that's great. It's no surprise that refinances are coming out of the woodwork for...
3 min read
Deep in the wilderness, perpetual refinance opportunities are discovered.
In a galaxy far, far away ... (camping in the Utah high country desert.) A band of brothers set off for our annual camping, motorcycle-riding,...
3 min read
To refi, or not to refi ... that is the question
Friends, Romans, countrymen, lend me your ears. In the past 30 days, we are seeing a significant increase in mortgage application inquiries.
2019 HousingWire Tech100 winner: MonitorBase
I just wanted to give a shout-out to our team and all the MonitorBase fans! It was you that made this distinguished honor possible. MonitorBase has...
Mortgage Trend: Mortgage Inquiry Leads up 30%
In the past 30 days, we are seeing a significant increase in mortgage inquiry leads. Inquiry lead alerts are up 30% compared to the past 6 months...
Mortgage Trend: Early Payoffs Increasing
We are seeing a significant increase in Early Payoff (EPO) related activity in our data. Mortgage credit inquires on recently funded loans (1-12...
3 min read
Mortgage lead generation strategies 2019
We've all heard the old sales wisdom: "Success leaves many clues." With trial and error, we often deduce what is successful. Unfortunately, some of...
4 min read
The secret fishing hole
Fishing for deals in a crowded marketplace It’s mid-winter, as announced by the snow-covered banks of the river, and the crisp scents. The sun just...
1 min read
Text to Pre-Qualify: Instant Soft Credit Check
Last week we announced a technology giving mortgage companies and their clients access to an instant credit pre-qualification through a soft credit...
2 min read
How to start and keep a good contact database
Your contact database is your most valuable business asset and a critical piece of your mortgage lead generation efforts.
2 min read
Finding Home Sellers Early in the Cycle
Do you think you could add value to your Agent relationships if you could refer them home sellers? Do you know who is gearing up to sell their home?...
1 min read
Predictive Marketing on Autopilot
What if you knew who was getting ready to purchase a home, refinance, or make a move in the near future before anyone else? What if your sales team...
1 min read
Product Launch: Email prescreened offers of credit
We are proud to announce the addition of email delivery for prescreened offers of credit within the MonitorBase mortgage lead generation platform! We...
1 min read
Meet our newest leadership team member!
We are expanding! We are thrilled to hire our first CRO and have Rick Webster join the MonitorBase team!
1 min read
Elvis Isn't Dead.
One of the greatest direct-to-consumer performers in the history of the mortgage industry has been the refinance boom we’ve enjoyed since 2008. Our...
1 min read
Pre-listing Home Seller Behavior
A significant amount of MonitorBase’s resources are invested in collecting and analyzing consumer credit behaviors. We’ve uncovered some we think...
2 min read
Mining for Relevant Mortgage Trigger Events
When I hear the phrase ‘mortgage trigger,’ a movie starts playing in my mind. Maybe yours, too!
3 min read
Why Some Mortgage Marketing Drip-Campaigns Do More Harm Than Good ... And What To Do About It!
No offense intended, but when it comes to past clients (unless they’re your mother), they probably don’t have your picture on the mantel of the home...
2 min read
Early Payoff (EPO) Warnings
The title of this article should spark your interest! You have likely felt the burn of an EPO … and the penalty fees they can impose.
1 min read
Do You Think This Is Strange?
MonitorBase is seeing a trend in the market we find interesting … if not a bit alarming!
2 min read
Marketing the First-Time Homebuyer
With volatile interest rates, increasing home prices, and a lack of inventory, first-time homebuyers face many challenges in today's housing market....
1 min read
There is one upside to summer ending...
Jane and John are great parents. They took their kids on 3 vacations this summer: Disneyland, camping in the mountains, and grandma and grandpa's...
1 min read
Home Buyer Inbound Marketing
MonitorBase Home Buyer Marketing from Louis Zitting on Vimeo.
1 min read
Cash-out climbs to 50% of refinance volume
According to a Q1 2017 equity report by Corelogic, "Homeowners equity increased by $766 billion over the last year." Just last month (June) 50% of...
1 min read
Text to pre-qualify soft pull technology
Text to pre-qualify is now available to all MonitorBase users using our SoftPull Instant Credit tool! Here are a couple examples how you might use...
Predictive Alert Cost Per Closed Loan: $207
When analyzing a sample of predictive alerts over the past year, we found that the conversion on predictive produced an average cost per closed loan...
2 min read
Stop cold calling.
“I love when someone I don’t know calls me with a mortgage offer!” said no one ever.
1 min read
Solving Your HMDA Fair Lending Gaps
The Problem: In October 2015 the CFPB issued an executive summary spelling out new reporting requirements. Beginning in January of 2018, lenders will...
1 min read
How to hire the next generation of Loan Officers
Let's take a look at today's mortgage originator: With an average age of around 54-56 years old, multiple long lasting relationships with referral...
1 min read
Compliance Consideration for Pre-screened Marketing
A common problem in any organization is getting the compliance department and the sales department to share common goals and work synergistically....