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MonitorBase Insights

Mortgage Marketing Strategies

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Retention Rockstar Community Call: Reducing Credit Report Costs

In our latest and final Retention Rockstar Community Call, we dive into credit scoring models, particularly FICO and VantageScore, and their role in the mortgage industry. We highlight how credit reporting costs have increased as of late. This has...

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1 min read

Retention Rockstar Coaching Call: Following Up and Automations

In this month's Retention Rockstar Community Call, the team emphasizes the importance of consistent follow-ups and automation in nurturing leads,...

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1 min read

MonitorBase Joins Forces with MMI and Bonzo

MonitorBase Joins Forces with MMI and Bonzo: A Game-Changing Partnership for Lenders

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1 min read

Retention Rockstar Coaching Call: The Power of MonitorBase's OnDemand Alerts

What if there was a way for you to find origination opportunities within your database that met your specific criteria? In our latest Retention...

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1 min read

Retention Rockstar Coaching Call: More Opportunities Than You Realize

As we begin the new year, we share how there are more origination opportunities in the mortgage space than you realize, even with rates not coming...

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Retention Rockstar Group Coaching Call: Actionable Strategies For Engaging With Leads

In this month's Retention Rockstar Community Coaching Call, key strategies for effective outreach on MonitorBase alerts were discussed and touched on...

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Retention Rockstar Group Coaching Call: The Power of Compounding Retention

In our latest Retention Rockstar Community Coaching Call, we discussed strategies for improving mortgage customer retention by showcasing and...

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Helping Clients Make More Informed Financial Decisions With Misely

David Boswell, Founder and CEO of Misely, joins MonitorBase's William LeBaron to discuss the importance of helping clients make informed financial...

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Retention Rockstar Group Coaching Call October 2024

In our latest Retention Rockstar Community Coaching Call, held on the first Tuesday of every month and recorded on October 10th, 2024, we focused on...

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Retention Rockstar Group Coaching Call September 2024

In our latest Retention Rockstar Community Coaching Call, held on the first Tuesday of every month and recorded on September 3rd, 2024, we discussed...

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1 min read

Retention Rockstar Group Coaching Call August 2024

Our most recent group call was on August 6th, 2024, and we're providing the recording to review or catch up. The main focus of this month’s call is...

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1 min read

Introducing "On Demand" A New Product from MonitorBase

As mortgage professionals, we often encounter consumers who feel they may not qualify for a mortgage when, in fact, they simply have more specific...

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Retention Rockstar Group Coaching Call July 2024

We had our most recent group call on July 2nd, 2024, and we're providing the recording to review or catch up. We focus on a new product that is...

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Retention Rockstar Group Coaching Call June 2024

We had our most recent group call on June 4th, 2024, and we're providing the recording to review or catch up. This group coaching call session...

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Retention Rockstar Strategy: Sales Pipeline Protection

Loan officers often lose clients from their pipeline to competitors, which affects business relationships and revenue. In today's Retention Rockstar...

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1 min read

Retention Rockstar Group Coaching Call May 2024

Recently, we set up a monthly group coaching call to which we've invited all of our users, admins, and anyone with a MonitorBase account to join;...

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1 min read

Retention Rockstar Strategy: How To Better Retain and Engage Clients

How can we improve customer retention and engagement in the mortgage industry? MonitorBase is joined by Dana Ventura of Mortgage Strength Group to...

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Retention Rockstar Group Coaching Call April 2024

We recently set up a monthly group coaching call to which we've invited all of our users, admins, and anyone with a MonitorBase account to join;...

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1 min read

Retention Rockstar™: Getting Ahead of the Mortgage Credit Trigger

Today's MonitorBase Retention Rockstar™ video blog focuses on staying ahead of mortgage credit triggers amid increased scrutiny and regulation....

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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...

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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...

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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...

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1 min read

Agent - LO Duel Employment?

Is the Sitzer Verdict the force driving Agents to hire as employees of their Lender partners?

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3 min read

The Ramifications of the Realtor Commission Verdict

Guilty Of Conspiracy To Inflate Agent Commission.

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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...

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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...

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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...

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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...

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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...

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1 min read

Why Prescreen credit triggers aren’t likely going anywhere…

The FCRA provides guidelines for the use of consumer credit information by lenders. One provision allows lenders to access prescreened lists of...

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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...

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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...

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3 min read

The Year for MonitorBase

The Time is Now to Change to Monitorbase. While much of the mortgage industry struggles to maintain profitability and compete in the market, we are...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Retain Your Originators by Giving Them Opportunities

“Is my lender invested in my success? Or is now the time to jump ship”

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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...

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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...

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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.

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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....

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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...

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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....

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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...

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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...

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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...

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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...

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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...

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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...

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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,...

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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.

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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...

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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...

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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...

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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...

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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...

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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...

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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.

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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?...

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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...

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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...

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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!

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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...

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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...

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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!

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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...

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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.

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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!

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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....

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1 min read

Marketing the First-Time Homebuyer

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...

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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...

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1 min read

Home Buyer Inbound Marketing

MonitorBase Home Buyer Marketing from Louis Zitting on Vimeo.

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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...

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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...

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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...

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2 min read

Stop cold calling.

“I love when someone I don’t know calls me with a mortgage offer!” said no one ever.

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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...

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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...

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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....

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1 min read

Sample - How To Post

INTRODUCTION: Your “how to” blog post should teach the reader how to do something by breaking it down into a series of steps. Begin your blog post by...

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3 min read

Why Mortgage Marketing Drip-Campaigns Do More Harm Than Good ... And What To Do About It! (Clone)

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...

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