--- title: "MonitorBase: Mortgage Market Insights" description: MonitorBase Insights. Mortgage marketing and data-driven marketing-related articles. --- # MonitorBase Insights #### Mortgage Marketing Strategies Filter by Tag Show All CRM Contact Enrichment D2C marketing DEI DRS Database Recapture Database Retention System Every Contact Matters Facebook Group Insider Intent signal MonitorBase Insider On Demand Prescreen credit Relationship Retention Sales Pipeline aged mortgage leads agents annoucement artificial intelligence automated marketing automatic credit monitoring borrower database cash-out cfpb cheap mortgage leads client database client retention co-branded coaching cold calling compliance consolidation consumer direct marketing contact database contacts cost per closing credit alerts credit inquiry credit migration credit monitoring credit prescreen credit score credit trigger credit triggers crm data cross-sell custom audience customer service database marketing database monitoring debt consolidation direct mail drip campaigns early pay off early payoff email activity email addresses email marketing email notifications email open rates epo epo warning fair lending fcra fed rate cut firm offer firm offer email firm offer of credit first time home buyer fly fishing future buyers gift card high rate mortgage data hiring hmda home buyer home buyer marketing home buyers home equity home sellers how to inbound activity inbound phone calls inquiry alert inquiry alerts instant credit check instant credit prequal instant prequal lead generation legislative update loan officers margins marketing marketing constraints marketing engagement marketing response millennials mobile prequalification monitorbase monitorbase alert monitorbase alerts mortgage inquiry mortgage lead generation mortgage marketing mortgage marketing response mortgage portfolio runoff mortgage trigger mortgage triggers next generation no voicemail policy notifications ondemand past clients past customer retention perpetual refinances portfolio runoff prevention post card campaign predictive alert predictive alerts predictive algorithm predictive analytics predictive marketing prequal prequalification prescreen prescreened credit list prescreening profitability prospects purchase mortgage leads re-purchasing home real estate agents recruiting referral partners refinance refinance leads retention alerts retention rockstar roi runoff soft credit check soft credit inquiry soft inquiry technology soft pull softpull sphere of influence streamline refinance text message text messages text notifications text to pre-qualify text to prequal tips trigger triggers voicemail weekly trends ##### Subscribe For More Insights [![](https://blog.monitorbase.com/hs-fs/hubfs/social-suggested-images/predictive_analytics.jpg?width=1000&height=667&name=predictive_analytics.jpg) ](https://blog.monitorbase.com/the-trigger-leads-ban-is-here-heres-what-it-means-for-lenders-and-how-to-stay-ahead) 2 min read #### [The Trigger Leads Ban Is Here—Here’s What It Means for Lenders and How to Stay Ahead](https://blog.monitorbase.com/the-trigger-leads-ban-is-here-heres-what-it-means-for-lenders-and-how-to-stay-ahead) ![Picture of Brian Vacanti](https://blog.monitorbase.com/hs-fs/hubfs/Brian%20headshot.png?width=30&name=Brian%20headshot.png) [Brian Vacanti: ](https://blog.monitorbase.com/author/brian-vacanti) Aug 18, 2025 3:39:51 PM The Trigger Leads Ban: What You Need to Know Federal legislation banning traditional mortgage trigger leads has officially passed the Senate and is expected to become law soon. This marks a major shift in the way mortgage professionals compete for... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [mortgage triggers](https://blog.monitorbase.com/tag/mortgage-triggers) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [database monitoring](https://blog.monitorbase.com/tag/database-monitoring) [client retention](https://blog.monitorbase.com/tag/client-retention) [trigger](https://blog.monitorbase.com/tag/trigger) [contact database](https://blog.monitorbase.com/tag/contact-database) [Sales Pipeline](https://blog.monitorbase.com/tag/sales-pipeline) [triggers](https://blog.monitorbase.com/tag/triggers) [Read More](https://blog.monitorbase.com/the-trigger-leads-ban-is-here-heres-what-it-means-for-lenders-and-how-to-stay-ahead) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Community%20Call%20Final%20-1.png?width=1280&height=720&name=Community%20Call%20Final%20-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-reduce-credit-report-costs) #### [Retention Rockstar Community Call: Reducing Credit Report Costs](https://blog.monitorbase.com/retention-rockstar-group-reduce-credit-report-costs) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Apr 3, 2025 12:00:00 AM In our latest and final Retention Rockstar Community Call, we dive into credit scoring models, particularly FICO and VantageScore, and their role in... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Read More](https://blog.monitorbase.com/retention-rockstar-group-reduce-credit-report-costs) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/March%202025%20Call%20Thumbnail-1.png?width=1280&height=720&name=March%202025%20Call%20Thumbnail-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-following-up-and-automations) 1 min read #### [Retention Rockstar Coaching Call: Following Up and Automations](https://blog.monitorbase.com/retention-rockstar-group-following-up-and-automations) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Mar 12, 2025 12:00:00 AM In this month's Retention Rockstar Community Call, the team emphasizes the importance of consistent follow-ups and automation in nurturing leads,... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Read More](https://blog.monitorbase.com/retention-rockstar-group-following-up-and-automations) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/1739477495403-1.jpg?width=1200&height=627&name=1739477495403-1.jpg) ](https://blog.monitorbase.com/monitorbase-joins-forces-with-mmi-and-bonzo) 1 min read #### [MonitorBase Joins Forces with MMI and Bonzo](https://blog.monitorbase.com/monitorbase-joins-forces-with-mmi-and-bonzo) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Feb 20, 2025 12:00:00 AM MonitorBase Joins Forces with MMI and Bonzo: A Game-Changing Partnership for Lenders [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [annoucement](https://blog.monitorbase.com/tag/annoucement) [Read More](https://blog.monitorbase.com/monitorbase-joins-forces-with-mmi-and-bonzo) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstar%20Ondemand%20(1)-1.png?width=1280&height=720&name=Retention%20Rockstar%20Ondemand%20(1)-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-ondemand) 1 min read #### [Retention Rockstar Coaching Call: The Power of MonitorBase's OnDemand Alerts](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-ondemand) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Feb 6, 2025 12:00:00 AM What if there was a way for you to find origination opportunities within your database that met your specific criteria? In our latest Retention... [ondemand](https://blog.monitorbase.com/tag/ondemand) [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-ondemand) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/January%202025%20Call%20Thumbnail-1.png?width=1280&height=720&name=January%202025%20Call%20Thumbnail-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-more-opportunities-than-you-realize) 1 min read #### [Retention Rockstar Coaching Call: More Opportunities Than You Realize](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-more-opportunities-than-you-realize) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jan 9, 2025 12:00:00 AM 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... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-more-opportunities-than-you-realize) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstar%20Call%20-%20December%202024%20.png?width=1280&height=720&name=Retention%20Rockstar%20Call%20-%20December%202024%20.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-actionable-strategies) #### [Retention Rockstar Group Coaching Call: Actionable Strategies For Engaging With Leads](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-actionable-strategies) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Dec 11, 2024 12:00:00 AM In this month's Retention Rockstar Community Coaching Call, key strategies for effective outreach on MonitorBase alerts were discussed and touched on... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-actionable-strategies) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20November%202024%202_0-1.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20November%202024%202_0-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-compounding-retention) #### [Retention Rockstar Group Coaching Call: The Power of Compounding Retention](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-compounding-retention) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Nov 7, 2024 12:00:00 AM In our latest Retention Rockstar Community Coaching Call, we discussed strategies for improving mortgage customer retention by showcasing and... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-compounding-retention) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Misley%20Collab%20Thumbnail-1.png?width=1280&height=720&name=Misley%20Collab%20Thumbnail-1.png) ](https://blog.monitorbase.com/helping-clients-make-more-informed-financial-decisions-with-misely) #### [Helping Clients Make More Informed Financial Decisions With Misely](https://blog.monitorbase.com/helping-clients-make-more-informed-financial-decisions-with-misely) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Oct 10, 2024 12:00:00 AM David Boswell, Founder and CEO of Misely, joins MonitorBase's William LeBaron to discuss the importance of helping clients make informed financial... [Database Retention System](https://blog.monitorbase.com/tag/database-retention-system) [Read More](https://blog.monitorbase.com/helping-clients-make-more-informed-financial-decisions-with-misely) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20October%202024-1.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20October%202024-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-october-2024) #### [Retention Rockstar Group Coaching Call October 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-october-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Oct 3, 2024 12:00:00 AM 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... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-october-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20September%202024%20(1)-1.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20September%202024%20(1)-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-september-2024) #### [Retention Rockstar Group Coaching Call September 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-september-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Sep 5, 2024 12:00:00 AM In our latest Retention Rockstar Community Coaching Call, held on the first Tuesday of every month and recorded on September 3rd, 2024, we discussed... [On Demand](https://blog.monitorbase.com/tag/on-demand) [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-september-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/newbg1-smaller-1.jpg?width=1200&height=793&name=newbg1-smaller-1.jpg) ](https://blog.monitorbase.com/3-things-to-watch-in-a-falling-rate-environment) 1 min read #### [3 Things to Watch in a Falling Rate Environment](https://blog.monitorbase.com/3-things-to-watch-in-a-falling-rate-environment) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Aug 14, 2024 12:00:00 AM [Database Retention System](https://blog.monitorbase.com/tag/database-retention-system) [Read More](https://blog.monitorbase.com/3-things-to-watch-in-a-falling-rate-environment) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20August%202024-1.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20August%202024-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-august-2024) 1 min read #### [Retention Rockstar Group Coaching Call August 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-august-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Aug 12, 2024 12:00:00 AM 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... [marketing engagement](https://blog.monitorbase.com/tag/marketing-engagement) [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-august-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/pexels-goumbik-574070-1.jpg?width=6144&height=4069&name=pexels-goumbik-574070-1.jpg) ](https://blog.monitorbase.com/introducing-on-demand-a-new-product-from-monitorbase) 1 min read #### [Introducing "On Demand" A New Product from MonitorBase](https://blog.monitorbase.com/introducing-on-demand-a-new-product-from-monitorbase) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Jul 18, 2024 12:00:00 AM As mortgage professionals, we often encounter consumers who feel they may not qualify for a mortgage when, in fact, they simply have more specific... [Database Retention System](https://blog.monitorbase.com/tag/database-retention-system) [On Demand](https://blog.monitorbase.com/tag/on-demand) [monitorbase](https://blog.monitorbase.com/tag/monitorbase) [Read More](https://blog.monitorbase.com/introducing-on-demand-a-new-product-from-monitorbase) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20%20June%202024-3.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20%20June%202024-3.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-july-2024) #### [Retention Rockstar Group Coaching Call July 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-july-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jul 3, 2024 12:00:00 AM 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... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Sales Pipeline](https://blog.monitorbase.com/tag/sales-pipeline) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-july-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20%20June%202024-3.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20%20June%202024-3.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-june-2024) #### [Retention Rockstar Group Coaching Call June 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-june-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jun 5, 2024 12:00:00 AM 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... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Sales Pipeline](https://blog.monitorbase.com/tag/sales-pipeline) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-june-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstars%20June%202024-1.png?width=1280&height=720&name=Retention%20Rockstars%20June%202024-1.png) ](https://blog.monitorbase.com/retention-rockstar-strategy-sales-pipeline-protection) #### [Retention Rockstar Strategy: Sales Pipeline Protection](https://blog.monitorbase.com/retention-rockstar-strategy-sales-pipeline-protection) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Jun 4, 2024 12:00:00 AM Loan officers often lose clients from their pipeline to competitors, which affects business relationships and revenue. In today's Retention Rockstar... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [database monitoring](https://blog.monitorbase.com/tag/database-monitoring) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [client retention](https://blog.monitorbase.com/tag/client-retention) [contact database](https://blog.monitorbase.com/tag/contact-database) [Sales Pipeline](https://blog.monitorbase.com/tag/sales-pipeline) [Read More](https://blog.monitorbase.com/retention-rockstar-strategy-sales-pipeline-protection) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20%20(1)-1.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20%20(1)-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-may-2024) 1 min read #### [Retention Rockstar Group Coaching Call May 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-may-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): May 14, 2024 12:00:00 AM 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;... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-may-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/May%202024%20Retention%20Rockstar-1.png?width=1280&height=720&name=May%202024%20Retention%20Rockstar-1.png) ](https://blog.monitorbase.com/retention-rockstar-strategy-discussion-effectively-following-up) 1 min read #### [Retention Rockstar Strategy: How To Better Retain and Engage Clients](https://blog.monitorbase.com/retention-rockstar-strategy-discussion-effectively-following-up) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): May 8, 2024 12:00:00 AM How can we improve customer retention and engagement in the mortgage industry? MonitorBase is joined by Dana Ventura of Mortgage Strength Group to... [MonitorBase Insider](https://blog.monitorbase.com/tag/monitorbase-insider) [marketing](https://blog.monitorbase.com/tag/marketing) [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [client retention](https://blog.monitorbase.com/tag/client-retention) [Read More](https://blog.monitorbase.com/retention-rockstar-strategy-discussion-effectively-following-up) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-april-2024) #### [Retention Rockstar Group Coaching Call April 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-april-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Apr 9, 2024 12:00:00 AM 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;... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-april-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstars%20April%202024%20Updated-1.png?width=1280&height=720&name=Retention%20Rockstars%20April%202024%20Updated-1.png) ](https://blog.monitorbase.com/retention-rockstars-0) 1 min read #### [Retention Rockstar™: Getting Ahead of the Mortgage Credit Trigger](https://blog.monitorbase.com/retention-rockstars-0) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Apr 3, 2024 12:00:00 AM Today's MonitorBase Retention Rockstar™ video blog focuses on staying ahead of mortgage credit triggers amid increased scrutiny and regulation.... [predictive alert](https://blog.monitorbase.com/tag/predictive-alert) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [credit trigger](https://blog.monitorbase.com/tag/credit-trigger) [Prescreen credit](https://blog.monitorbase.com/tag/prescreen-credit) [Read More](https://blog.monitorbase.com/retention-rockstars-0) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/98-pull-through-rate-2-1.jpg?width=2000&height=1000&name=98-pull-through-rate-2-1.jpg) ](https://blog.monitorbase.com/98-pull-through-rate) #### [How Randy Senzig Has A 98% Pull Through Rate And Closes 25 Loans Per Month With A Single Processor](https://blog.monitorbase.com/98-pull-through-rate) [Kevin LeBaron](https://blog.monitorbase.com/author/kevin-lebaron): Mar 7, 2024 12:00:00 AM [Read More](https://blog.monitorbase.com/98-pull-through-rate) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/pexels-photomix-company-95916-1.jpg?width=4608&height=3072&name=pexels-photomix-company-95916-1.jpg) ](https://blog.monitorbase.com/retention-rockstars) #### [Retention Rockstar™ Discussion: Saving Money on Credit Reports](https://blog.monitorbase.com/retention-rockstars) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Feb 28, 2024 12:00:00 AM Many loan originators have recently spent upwards of $600 on credit reports. This can be detrimental when spending that much on credit reports... [predictive alert](https://blog.monitorbase.com/tag/predictive-alert) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Prescreen credit](https://blog.monitorbase.com/tag/prescreen-credit) [Read More](https://blog.monitorbase.com/retention-rockstars) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstars%20Equity%20Alerts-1.png?width=1280&height=720&name=Retention%20Rockstars%20Equity%20Alerts-1.png) ](https://blog.monitorbase.com/retention-rockstar-discussion-utilizing-equity-alerts) #### [Retention Rockstar™ Discussion: Utilizing Equity Alerts](https://blog.monitorbase.com/retention-rockstar-discussion-utilizing-equity-alerts) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Jan 2, 2024 12:00:00 AM In the latest MonitorBase Retention Rockstar™, we delve into the intricacies of Home Equity in the current mortgage market and the best approach for... [home equity](https://blog.monitorbase.com/tag/home-equity) [Read More](https://blog.monitorbase.com/retention-rockstar-discussion-utilizing-equity-alerts) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/November%20Blog%20Post%20-1.png?width=1280&height=720&name=November%20Blog%20Post%20-1.png) ](https://blog.monitorbase.com/monitorbase-november-update) 1 min read #### [Exciting Upgrades: Empowering Our Users with the Latest Innovations](https://blog.monitorbase.com/monitorbase-november-update) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Nov 30, 2023 12:00:00 AM 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... [Read More](https://blog.monitorbase.com/monitorbase-november-update) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/pexels-rdne-stock-project-8293744-1.jpg?width=4500&height=3000&name=pexels-rdne-stock-project-8293744-1.jpg) ](https://blog.monitorbase.com/could-realtors-duel-employee-as-originators) 1 min read #### [Agent - LO Duel Employment?](https://blog.monitorbase.com/could-realtors-duel-employee-as-originators) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Nov 20, 2023 12:00:00 AM Is the Sitzer Verdict the force driving Agents to hire as employees of their Lender partners? [loan officers](https://blog.monitorbase.com/tag/loan-officers) [real estate agents](https://blog.monitorbase.com/tag/real-estate-agents) [Read More](https://blog.monitorbase.com/could-realtors-duel-employee-as-originators) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/pexels-pixabay-210617-1.jpg?width=3831&height=2565&name=pexels-pixabay-210617-1.jpg) ](https://blog.monitorbase.com/ramifications-of-the-realtor-commission-inflation-case-verdict) 3 min read #### [The Ramifications of the Realtor Commission Verdict](https://blog.monitorbase.com/ramifications-of-the-realtor-commission-inflation-case-verdict) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Nov 1, 2023 12:00:00 AM Guilty Of Conspiracy To Inflate Agent Commission. [loan officers](https://blog.monitorbase.com/tag/loan-officers) [real estate agents](https://blog.monitorbase.com/tag/real-estate-agents) [Read More](https://blog.monitorbase.com/ramifications-of-the-realtor-commission-inflation-case-verdict) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstars%20September%202023%20(1)-1.png?width=1280&height=720&name=Retention%20Rockstars%20September%202023%20(1)-1.png) ](https://blog.monitorbase.com/helocs-in-current-market) 1 min read #### [Retention RockStars™ Discussion: Why HELOCs are Still Relevant to Originators](https://blog.monitorbase.com/helocs-in-current-market) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Sep 14, 2023 12:00:00 AM 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... [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [monitorbase alerts](https://blog.monitorbase.com/tag/monitorbase-alerts) [debt consolidation](https://blog.monitorbase.com/tag/debt-consolidation) [Read More](https://blog.monitorbase.com/helocs-in-current-market) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstars%20Credit%20Triggers%20(1)-1.png?width=1280&height=720&name=Retention%20Rockstars%20Credit%20Triggers%20(1)-1.png) ](https://blog.monitorbase.com/credit-trigger-ban) 1 min read #### [Retention Rockstar™ Discussion: Will Credit Triggers Get Banned?](https://blog.monitorbase.com/credit-trigger-ban) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Jul 19, 2023 12:00:00 AM 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... [credit inquiry](https://blog.monitorbase.com/tag/credit-inquiry) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [credit alerts](https://blog.monitorbase.com/tag/credit-alerts) [credit triggers](https://blog.monitorbase.com/tag/credit-triggers) [monitorbase alerts](https://blog.monitorbase.com/tag/monitorbase-alerts) [Read More](https://blog.monitorbase.com/credit-trigger-ban) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstar%20June%20Video%20Thumbnail-1.png?width=1280&height=720&name=Retention%20Rockstar%20June%20Video%20Thumbnail-1.png) ](https://blog.monitorbase.com/retention-rockstar-strategy-engaging-with-your-monitorbase-alerts) #### [Retention Rockstar™ Strategy: Engaging with your MonitorBase alerts](https://blog.monitorbase.com/retention-rockstar-strategy-engaging-with-your-monitorbase-alerts) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Jun 28, 2023 12:00:00 AM 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... [Database Retention System](https://blog.monitorbase.com/tag/database-retention-system) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [monitorbase alerts](https://blog.monitorbase.com/tag/monitorbase-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-strategy-engaging-with-your-monitorbase-alerts) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/mine-equipment.png?width=1080&height=1080&name=mine-equipment.png) ](https://blog.monitorbase.com/how-a-1000-contact-database-can-produce-8-18-transactions-a-month) 4 min read #### [How a 1,000-contact database can produce 8-18 transactions a month](https://blog.monitorbase.com/how-a-1000-contact-database-can-produce-8-18-transactions-a-month) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): May 23, 2023 12:00:00 AM 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... [Database Retention System](https://blog.monitorbase.com/tag/database-retention-system) [home buyer marketing](https://blog.monitorbase.com/tag/home-buyer-marketing) [home sellers](https://blog.monitorbase.com/tag/home-sellers) [client retention](https://blog.monitorbase.com/tag/client-retention) [Database Recapture](https://blog.monitorbase.com/tag/database-recapture) [database marketing](https://blog.monitorbase.com/tag/database-marketing) [Read More](https://blog.monitorbase.com/how-a-1000-contact-database-can-produce-8-18-transactions-a-month) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Mortgage%20Sales%20Funnel%20-%20Thumbnail-1.png?width=1280&height=720&name=Mortgage%20Sales%20Funnel%20-%20Thumbnail-1.png) ](https://blog.monitorbase.com/retention-rockstar-strategy-the-mortgage-sales-funnel) 1 min read #### [Retention Rockstar™ Strategy: The Mortgage Sales Funnel](https://blog.monitorbase.com/retention-rockstar-strategy-the-mortgage-sales-funnel) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): May 1, 2023 12:00:00 AM In our latest Retention RockstarTM strategy video, we explored the mindset that Loan Officers should have in approaching the mortgage sales process... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Read More](https://blog.monitorbase.com/retention-rockstar-strategy-the-mortgage-sales-funnel) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Credit%20Trigger%20Ban-1.png?width=1024&height=512&name=Credit%20Trigger%20Ban-1.png) ](https://blog.monitorbase.com/why-prescreen-credit-triggers-arent-likely-going-anywhere-) 1 min read #### [Why Prescreen credit triggers aren’t likely going anywhere…](https://blog.monitorbase.com/why-prescreen-credit-triggers-arent-likely-going-anywhere-) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Apr 26, 2023 12:00:00 AM The FCRA provides guidelines for the use of consumer credit information by lenders. One provision allows lenders to access prescreened lists of... [credit prescreen](https://blog.monitorbase.com/tag/credit-prescreen) [fcra](https://blog.monitorbase.com/tag/fcra) [credit trigger](https://blog.monitorbase.com/tag/credit-trigger) [credit triggers](https://blog.monitorbase.com/tag/credit-triggers) [Prescreen credit](https://blog.monitorbase.com/tag/prescreen-credit) [Read More](https://blog.monitorbase.com/why-prescreen-credit-triggers-arent-likely-going-anywhere-) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/shutterstock_387029653-1.jpg?width=1000&height=667&name=shutterstock_387029653-1.jpg) ](https://blog.monitorbase.com/new-recruiting-metric-all-lenders-should-consider) 2 min read #### [New Recruiting Metric All Lenders Should Consider](https://blog.monitorbase.com/new-recruiting-metric-all-lenders-should-consider) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Apr 18, 2023 12:00:00 AM Recruiting Mortgage Loan Officers is one of the most competitive areas of the mortgage industry. Enterprise-level mortgage lenders will roll out... [recruiting](https://blog.monitorbase.com/tag/recruiting) [borrower database](https://blog.monitorbase.com/tag/borrower-database) [Read More](https://blog.monitorbase.com/new-recruiting-metric-all-lenders-should-consider) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/triggerleads-2.jpg?width=1200&height=627&name=triggerleads-2.jpg) ](https://blog.monitorbase.com/turn-the-worst-leads-into-close-loans) 2 min read #### [Turn the Worst Leads into Close Loans](https://blog.monitorbase.com/turn-the-worst-leads-into-close-loans) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Apr 4, 2023 12:00:00 AM 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... [cheap mortgage leads](https://blog.monitorbase.com/tag/cheap-mortgage-leads) [aged mortgage leads](https://blog.monitorbase.com/tag/aged-mortgage-leads) [Intent signal](https://blog.monitorbase.com/tag/intent-signal) [Read More](https://blog.monitorbase.com/turn-the-worst-leads-into-close-loans) [![](https://blog.monitorbase.com/hubfs/Imported_Blog_Media/MonitorBase_Logo_Vertical_RGB.svg) ](https://blog.monitorbase.com/the-year-for-monitorbase) 3 min read #### [The Year for MonitorBase](https://blog.monitorbase.com/the-year-for-monitorbase) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Mar 20, 2023 12:00:00 AM 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... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [credit alerts](https://blog.monitorbase.com/tag/credit-alerts) [monitorbase](https://blog.monitorbase.com/tag/monitorbase) [Read More](https://blog.monitorbase.com/the-year-for-monitorbase) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/march%20strategy-1.png?width=533&height=300&name=march%20strategy-1.png) ](https://blog.monitorbase.com/find-sellers-for-you-and-your-referral-partners-in-2023) #### [Retention Rockstar™ Strategy: Find Sellers for you and your referral partners in 2023](https://blog.monitorbase.com/find-sellers-for-you-and-your-referral-partners-in-2023) [Lilly Staniforth](https://blog.monitorbase.com/author/lilly-staniforth): Mar 7, 2023 12:00:00 AM In this Retention RockstarTM strategy video, we discuss the best practices of partnering with more referral partners to scan and find deals in their... [real estate agents](https://blog.monitorbase.com/tag/real-estate-agents) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/find-sellers-for-you-and-your-referral-partners-in-2023) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/retention_rockstar-1.jpg?width=640&height=427&name=retention_rockstar-1.jpg) ](https://blog.monitorbase.com/what-is-the-retention-rockstar-award) 1 min read #### [What is The Retention Rockstar™ Award?](https://blog.monitorbase.com/what-is-the-retention-rockstar-award) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Mar 2, 2023 12:00:00 AM The Retention RockstarTM Award identifies outstanding loan originators for their efforts and ability to find new loans and retain mortgage business... [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Read More](https://blog.monitorbase.com/what-is-the-retention-rockstar-award) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Light%20Bulb-1.png?width=1000&height=500&name=Light%20Bulb-1.png) ](https://blog.monitorbase.com/emerging-mortgage-tech-category-database-retention-systems) 2 min read #### [Emerging Mortgage Tech Category: Database Retention Systems](https://blog.monitorbase.com/emerging-mortgage-tech-category-database-retention-systems) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Feb 2, 2023 12:00:00 AM AI can drive your car.. do your homework, but how are mortgage originators and realtors utilizing AI? Artificial Intelligence (AI) is changing the... [DRS](https://blog.monitorbase.com/tag/drs) [Database Retention System](https://blog.monitorbase.com/tag/database-retention-system) [artificial intelligence](https://blog.monitorbase.com/tag/artificial-intelligence) [Read More](https://blog.monitorbase.com/emerging-mortgage-tech-category-database-retention-systems) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Untitled-1-1.png?width=1024&height=768&name=Untitled-1-1.png) ](https://blog.monitorbase.com/life-event-marketing-compliance) 2 min read #### [Is Life Event Marketing Compliant?](https://blog.monitorbase.com/life-event-marketing-compliance) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jan 4, 2023 12:00:00 AM 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... [fair lending](https://blog.monitorbase.com/tag/fair-lending) [customer service](https://blog.monitorbase.com/tag/customer-service) [compliance](https://blog.monitorbase.com/tag/compliance) [Read More](https://blog.monitorbase.com/life-event-marketing-compliance) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Trasure%20Featured%20Image-1.png?width=1750&height=875&name=Trasure%20Featured%20Image-1.png) ](https://blog.monitorbase.com/treasure-in-your-database) 1 min read #### [Treasure In Your Database: How Lenders Can Find Loans In Their Database](https://blog.monitorbase.com/treasure-in-your-database) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Dec 1, 2022 12:00:00 AM There are these Instagram accounts of treasure hunters with metal detectors and gadgets that help them find mysteriously hidden treasure in all kinds... [client retention](https://blog.monitorbase.com/tag/client-retention) [Database Recapture](https://blog.monitorbase.com/tag/database-recapture) [client database](https://blog.monitorbase.com/tag/client-database) [Read More](https://blog.monitorbase.com/treasure-in-your-database) 1 min read #### [Tip to double your marketing engagement and improve DEI](https://blog.monitorbase.com/double-your-marketing-engagement-and-improve-dei) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Nov 30, 2022 12:00:00 AM [marketing engagement](https://blog.monitorbase.com/tag/marketing-engagement) [DEI](https://blog.monitorbase.com/tag/dei) [marketing response](https://blog.monitorbase.com/tag/marketing-response) [Read More](https://blog.monitorbase.com/double-your-marketing-engagement-and-improve-dei) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/undefined-323029-edited.jpg?width=500&height=333&name=undefined-323029-edited.jpg) ](https://blog.monitorbase.com/how-we-use-ai-to-predict-mortgage-transactions) 2 min read #### [How We Use AI to Predict Mortgage Transactions](https://blog.monitorbase.com/how-we-use-ai-to-predict-mortgage-transactions) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Nov 14, 2022 12:00:00 AM MonitorBase is a borrower analytics platform that lets you mine origination opportunities from your contact database. Many of our clients ask for... [artificial intelligence](https://blog.monitorbase.com/tag/artificial-intelligence) [predictive algorithm](https://blog.monitorbase.com/tag/predictive-algorithm) [Read More](https://blog.monitorbase.com/how-we-use-ai-to-predict-mortgage-transactions) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/pexels-vojtech-okenka-392018-1.jpg?width=5184&height=3456&name=pexels-vojtech-okenka-392018-1.jpg) ](https://blog.monitorbase.com/new-web-app-design-even-better-features) 1 min read #### [New Web app Design. Even Better Features](https://blog.monitorbase.com/new-web-app-design-even-better-features) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jul 21, 2022 12:00:00 AM 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... [credit monitoring](https://blog.monitorbase.com/tag/credit-monitoring) [database monitoring](https://blog.monitorbase.com/tag/database-monitoring) [contacts](https://blog.monitorbase.com/tag/contacts) [monitorbase alert](https://blog.monitorbase.com/tag/monitorbase-alert) [inquiry alert](https://blog.monitorbase.com/tag/inquiry-alert) [Contact Enrichment](https://blog.monitorbase.com/tag/contact-enrichment) [Read More](https://blog.monitorbase.com/new-web-app-design-even-better-features) #### [Retain Your Originators by Giving Them Opportunities](https://blog.monitorbase.com/retain-your-originators-by-giving-them-opportunities) [Admin](https://blog.monitorbase.com/author/admin): Jul 1, 2022 12:00:00 AM “Is my lender invested in my success? Or is now the time to jump ship” [Read More](https://blog.monitorbase.com/retain-your-originators-by-giving-them-opportunities) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Blog%20Background%20Sales%202022-1.png?width=1200&height=627&name=Blog%20Background%20Sales%202022-1.png) ](https://blog.monitorbase.com/sales-strategy-for-the-remainder-of-2022) 3 min read #### [Sales Strategy for the Remainder of 2022](https://blog.monitorbase.com/sales-strategy-for-the-remainder-of-2022) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jun 9, 2022 12:00:00 AM 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... [predictive alert](https://blog.monitorbase.com/tag/predictive-alert) [home sellers](https://blog.monitorbase.com/tag/home-sellers) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [monitorbase alert](https://blog.monitorbase.com/tag/monitorbase-alert) [Contact Enrichment](https://blog.monitorbase.com/tag/contact-enrichment) [Read More](https://blog.monitorbase.com/sales-strategy-for-the-remainder-of-2022) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/banner-3-1.jpg?width=1680&height=579&name=banner-3-1.jpg) ](https://blog.monitorbase.com/jumbo-loan-refinance-opportunities-new-alert-type) #### [Jumbo Loan Refinance Opportunities (New Alert)](https://blog.monitorbase.com/jumbo-loan-refinance-opportunities-new-alert-type) [Kevin LeBaron](https://blog.monitorbase.com/author/kevin-lebaron): Dec 16, 2021 12:00:00 AM [lead generation](https://blog.monitorbase.com/tag/lead-generation) [automated marketing](https://blog.monitorbase.com/tag/automated-marketing) [soft inquiry technology](https://blog.monitorbase.com/tag/soft-inquiry-technology) [Read More](https://blog.monitorbase.com/jumbo-loan-refinance-opportunities-new-alert-type) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Untitled-3-1.jpg?width=1680&height=900&name=Untitled-3-1.jpg) ](https://blog.monitorbase.com/eric-mitchell-originator-connect-2021) 1 min read #### [Eric Mitchell - Originator Connect 2021](https://blog.monitorbase.com/eric-mitchell-originator-connect-2021) [Kevin LeBaron](https://blog.monitorbase.com/author/kevin-lebaron): Nov 23, 2021 12:00:00 AM [lead generation](https://blog.monitorbase.com/tag/lead-generation) [automated marketing](https://blog.monitorbase.com/tag/automated-marketing) [soft inquiry technology](https://blog.monitorbase.com/tag/soft-inquiry-technology) [Read More](https://blog.monitorbase.com/eric-mitchell-originator-connect-2021) 1 min read #### [HMDA: Do you have skeletons in the closet?](https://blog.monitorbase.com/mortgage-portfolio-runoff-0) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Feb 18, 2021 12:00:00 AM Staying ahead: How to get on top of unintentional discrimination and serve the low-to-moderate income community without taking on more risk. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [mortgage portfolio runoff](https://blog.monitorbase.com/tag/mortgage-portfolio-runoff) [epo](https://blog.monitorbase.com/tag/epo) [runoff](https://blog.monitorbase.com/tag/runoff) [Read More](https://blog.monitorbase.com/mortgage-portfolio-runoff-0) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/New%20Blog%20post-1.png?width=1080&height=1080&name=New%20Blog%20post-1.png) ](https://blog.monitorbase.com/credit-pre-qualification-is-your-new-best-friend) 1 min read #### [Credit Pre-Qualification is Your New Best Friend](https://blog.monitorbase.com/credit-pre-qualification-is-your-new-best-friend) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Nov 5, 2020 12:00:00 AM [soft pull](https://blog.monitorbase.com/tag/soft-pull) [soft credit inquiry](https://blog.monitorbase.com/tag/soft-credit-inquiry) [credit monitoring](https://blog.monitorbase.com/tag/credit-monitoring) [contacts](https://blog.monitorbase.com/tag/contacts) [automatic credit monitoring](https://blog.monitorbase.com/tag/automatic-credit-monitoring) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/credit-pre-qualification-is-your-new-best-friend) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Referral%20partner%20graphic-1.png?width=1080&height=1080&name=Referral%20partner%20graphic-1.png) ](https://blog.monitorbase.com/keep-your-first-time-buyers-coming-back-0) 1 min read #### [Strengthening Referral Partner Relationships with SoftPull](https://blog.monitorbase.com/keep-your-first-time-buyers-coming-back-0) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Oct 22, 2020 12:00:00 AM [soft pull](https://blog.monitorbase.com/tag/soft-pull) [soft credit inquiry](https://blog.monitorbase.com/tag/soft-credit-inquiry) [credit monitoring](https://blog.monitorbase.com/tag/credit-monitoring) [contacts](https://blog.monitorbase.com/tag/contacts) [automatic credit monitoring](https://blog.monitorbase.com/tag/automatic-credit-monitoring) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/keep-your-first-time-buyers-coming-back-0) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/FTHB-1.jpg?width=246&height=205&name=FTHB-1.jpg) ](https://blog.monitorbase.com/keep-your-first-time-buyers-coming-back) 1 min read #### [Keep Your First Time Buyers Coming Back](https://blog.monitorbase.com/keep-your-first-time-buyers-coming-back) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Oct 8, 2020 12:00:00 AM [credit monitoring](https://blog.monitorbase.com/tag/credit-monitoring) [contacts](https://blog.monitorbase.com/tag/contacts) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [Read More](https://blog.monitorbase.com/keep-your-first-time-buyers-coming-back) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/_How%20do%20they%20know%20I%20prequalify%20for%20a%20loan__-1.png?width=2050&height=780&name=_How%20do%20they%20know%20I%20prequalify%20for%20a%20loan__-1.png) ](https://blog.monitorbase.com/what-is-a-firm-offer-of-credit) 1 min read #### [What is a Firm Offer of Credit?](https://blog.monitorbase.com/what-is-a-firm-offer-of-credit) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Oct 1, 2020 12:00:00 AM [credit monitoring](https://blog.monitorbase.com/tag/credit-monitoring) [mobile prequalification](https://blog.monitorbase.com/tag/mobile-prequalification) [contacts](https://blog.monitorbase.com/tag/contacts) [aged mortgage leads](https://blog.monitorbase.com/tag/aged-mortgage-leads) [purchase mortgage leads](https://blog.monitorbase.com/tag/purchase-mortgage-leads) [prescreening](https://blog.monitorbase.com/tag/prescreening) [prequalification](https://blog.monitorbase.com/tag/prequalification) [prescreened credit list](https://blog.monitorbase.com/tag/prescreened-credit-list) [Read More](https://blog.monitorbase.com/what-is-a-firm-offer-of-credit) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/mbi728-1.jpg?width=275&height=183&name=mbi728-1.jpg) ](https://blog.monitorbase.com/mb-insider-trend-applications-and-inventory) 2 min read #### [MB Insider Trends: Applications and Inventory](https://blog.monitorbase.com/mb-insider-trend-applications-and-inventory) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jul 28, 2020 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [Facebook Group](https://blog.monitorbase.com/tag/facebook-group) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [how to](https://blog.monitorbase.com/tag/how-to) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [customer service](https://blog.monitorbase.com/tag/customer-service) [client retention](https://blog.monitorbase.com/tag/client-retention) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [future buyers](https://blog.monitorbase.com/tag/future-buyers) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trend-applications-and-inventory) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/trends-Apr-11-2025-01-46-04-6134-PM.jpg?width=1200&height=627&name=trends-Apr-11-2025-01-46-04-6134-PM.jpg) ](https://blog.monitorbase.com/mb-insider-trend-creating-more-deals-out-of-a-refinance) 2 min read #### [MB Insider Trends: How to Make More Refis = More Purchases](https://blog.monitorbase.com/mb-insider-trend-creating-more-deals-out-of-a-refinance) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jul 15, 2020 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [Facebook Group](https://blog.monitorbase.com/tag/facebook-group) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [how to](https://blog.monitorbase.com/tag/how-to) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [customer service](https://blog.monitorbase.com/tag/customer-service) [client retention](https://blog.monitorbase.com/tag/client-retention) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [future buyers](https://blog.monitorbase.com/tag/future-buyers) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trend-creating-more-deals-out-of-a-refinance) 2 min read #### [MB Insider Trends: How to Create a Future Purchase Pipeline](https://blog.monitorbase.com/mb-insider-trend-how-to-create-a-future-purchase-pipeline) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jul 10, 2020 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [Facebook Group](https://blog.monitorbase.com/tag/facebook-group) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [how to](https://blog.monitorbase.com/tag/how-to) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [customer service](https://blog.monitorbase.com/tag/customer-service) [client retention](https://blog.monitorbase.com/tag/client-retention) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [future buyers](https://blog.monitorbase.com/tag/future-buyers) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trend-how-to-create-a-future-purchase-pipeline) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/backgroud%20cropped-Apr-11-2025-01-48-28-9340-PM.png?width=2016&height=785&name=backgroud%20cropped-Apr-11-2025-01-48-28-9340-PM.png) ](https://blog.monitorbase.com/mb-insider-trends-dont-neglect-the-borrower) 2 min read #### [MB Insider Trends: Don't Let This Happen To Your Clients](https://blog.monitorbase.com/mb-insider-trends-dont-neglect-the-borrower) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jun 25, 2020 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [Facebook Group](https://blog.monitorbase.com/tag/facebook-group) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [customer service](https://blog.monitorbase.com/tag/customer-service) [client retention](https://blog.monitorbase.com/tag/client-retention) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trends-dont-neglect-the-borrower) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png?width=2016&height=785&name=backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png) ](https://blog.monitorbase.com/mb-insider-trends-rate-watch-and-refis) 1 min read #### [MB Insider Trends: Rate Watch and Refis](https://blog.monitorbase.com/mb-insider-trends-rate-watch-and-refis) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jun 17, 2020 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trends-rate-watch-and-refis) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png?width=2016&height=785&name=backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png) ](https://blog.monitorbase.com/mb-insider-trends-refis-refis-and-refis) 2 min read #### [MB Insider Trends: Refis, Refis, and Refis](https://blog.monitorbase.com/mb-insider-trends-refis-refis-and-refis) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jun 10, 2020 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trends-refis-refis-and-refis) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png?width=2016&height=785&name=backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png) ](https://blog.monitorbase.com/mb-insider-trends-low-to-moderate-income-recession) 2 min read #### [MB Insider Trends: Low to Moderate Income](https://blog.monitorbase.com/mb-insider-trends-low-to-moderate-income-recession) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jun 4, 2020 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trends-low-to-moderate-income-recession) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/trends-Apr-11-2025-01-46-29-0877-PM.jpg?width=1200&height=627&name=trends-Apr-11-2025-01-46-29-0877-PM.jpg) ](https://blog.monitorbase.com/mb-insider-trends-may-13th-credit-scores-and-first-time-buyers) 2 min read #### [MB Insider Trends: Credit Score and First Time Buyers](https://blog.monitorbase.com/mb-insider-trends-may-13th-credit-scores-and-first-time-buyers) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): May 13, 2020 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trends-may-13th-credit-scores-and-first-time-buyers) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/trends-Apr-11-2025-01-46-29-0877-PM.jpg?width=1200&height=627&name=trends-Apr-11-2025-01-46-29-0877-PM.jpg) ](https://blog.monitorbase.com/mb-insider-trends-may-4th-50-more-first-time-homebuyers) 2 min read #### [MB Insider Trends: May 4th - 50% More First Time Homebuyers](https://blog.monitorbase.com/mb-insider-trends-may-4th-50-more-first-time-homebuyers) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): May 5, 2020 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trends-may-4th-50-more-first-time-homebuyers) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/trends-Apr-11-2025-01-46-29-0877-PM.jpg?width=1200&height=627&name=trends-Apr-11-2025-01-46-29-0877-PM.jpg) ](https://blog.monitorbase.com/email-engagement-and-open-rates) 2 min read #### [MonitorBase Insider: Email Engagement and Open Rates](https://blog.monitorbase.com/email-engagement-and-open-rates) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Apr 28, 2020 12:00:00 AM 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... [firm offer email](https://blog.monitorbase.com/tag/firm-offer-email) [email marketing](https://blog.monitorbase.com/tag/email-marketing) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [email activity](https://blog.monitorbase.com/tag/email-activity) [email notifications](https://blog.monitorbase.com/tag/email-notifications) [email addresses](https://blog.monitorbase.com/tag/email-addresses) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [email open rates](https://blog.monitorbase.com/tag/email-open-rates) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [Read More](https://blog.monitorbase.com/email-engagement-and-open-rates) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/trends-Apr-11-2025-01-46-29-0877-PM.jpg?width=1200&height=627&name=trends-Apr-11-2025-01-46-29-0877-PM.jpg) ](https://blog.monitorbase.com/what-is-the-data-telling-us-today) 1 min read #### [MonitorBase Insider: What is the data telling us today?](https://blog.monitorbase.com/what-is-the-data-telling-us-today) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Apr 17, 2020 12:00:00 AM 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. [credit migration](https://blog.monitorbase.com/tag/credit-migration) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [Read More](https://blog.monitorbase.com/what-is-the-data-telling-us-today) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/customer%20retention-3.jpg?width=1200&height=627&name=customer%20retention-3.jpg) ](https://blog.monitorbase.com/aged-mortgage-leads-1-1) 1 min read #### [3 Runoff Risks for Mortgage Professionals in 2020](https://blog.monitorbase.com/aged-mortgage-leads-1-1) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Apr 2, 2020 12:00:00 AM [aged mortgage leads](https://blog.monitorbase.com/tag/aged-mortgage-leads) [purchase mortgage leads](https://blog.monitorbase.com/tag/purchase-mortgage-leads) [Read More](https://blog.monitorbase.com/aged-mortgage-leads-1-1) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/credit%20migration-1.jpg?width=400&height=209&name=credit%20migration-1.jpg) ](https://blog.monitorbase.com/mortgage-portfolio-runoff-prevention) 2 min read #### [Mortgage Portfolio Runoff Prevention](https://blog.monitorbase.com/mortgage-portfolio-runoff-prevention) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Mar 11, 2020 12:00:00 AM Past client runoff, particularly those with higher credit and lower LTVs, causes massive losses in portfolio valuations or Early Payoff (EPO) fees.... [epo warning](https://blog.monitorbase.com/tag/epo-warning) [early payoff](https://blog.monitorbase.com/tag/early-payoff) [mortgage portfolio runoff](https://blog.monitorbase.com/tag/mortgage-portfolio-runoff) [portfolio runoff prevention](https://blog.monitorbase.com/tag/portfolio-runoff-prevention) [Read More](https://blog.monitorbase.com/mortgage-portfolio-runoff-prevention) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/mortgage_lead_generation_email.jpg?width=640&height=334&name=mortgage_lead_generation_email.jpg) ](https://blog.monitorbase.com/ways-to-generate-cheap-mortgage-leads) 2 min read #### [3 Ways to Generate Cheap Mortgage Leads](https://blog.monitorbase.com/ways-to-generate-cheap-mortgage-leads) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Mar 6, 2020 12:00:00 AM [cheap mortgage leads](https://blog.monitorbase.com/tag/cheap-mortgage-leads) [mortgage lead generation](https://blog.monitorbase.com/tag/mortgage-lead-generation) [Read More](https://blog.monitorbase.com/ways-to-generate-cheap-mortgage-leads) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/fight-real-evil-1-1.jpg?width=900&height=470&name=fight-real-evil-1-1.jpg) ](https://blog.monitorbase.com/aged-mortgage-leads-1-0) 1 min read #### [Fight Real Evil](https://blog.monitorbase.com/aged-mortgage-leads-1-0) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Mar 4, 2020 12:00:00 AM Operation Underground Railroad’s mission is to rescue victims of human trafficking, and arrest those responsible. This group of highly skilled... [aged mortgage leads](https://blog.monitorbase.com/tag/aged-mortgage-leads) [purchase mortgage leads](https://blog.monitorbase.com/tag/purchase-mortgage-leads) [Read More](https://blog.monitorbase.com/aged-mortgage-leads-1-0) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/3wtgb-1.jpg?width=266&height=189&name=3wtgb-1.jpg) ](https://blog.monitorbase.com/3-ways-to-grow-business) 1 min read #### [The 3 Ways to Grow Your Business](https://blog.monitorbase.com/3-ways-to-grow-business) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Mar 3, 2020 12:00:00 AM 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.... [aged mortgage leads](https://blog.monitorbase.com/tag/aged-mortgage-leads) [purchase mortgage leads](https://blog.monitorbase.com/tag/purchase-mortgage-leads) [Read More](https://blog.monitorbase.com/3-ways-to-grow-business) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/customer%20retention-3.jpg?width=1200&height=627&name=customer%20retention-3.jpg) ](https://blog.monitorbase.com/purchase-refi-refi-purchase) 1 min read #### [Purchase, Refi, Refi, Purchase.](https://blog.monitorbase.com/purchase-refi-refi-purchase) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Feb 12, 2020 12:00:00 AM 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... [past customer retention](https://blog.monitorbase.com/tag/past-customer-retention) [purchase mortgage leads](https://blog.monitorbase.com/tag/purchase-mortgage-leads) [refinance leads](https://blog.monitorbase.com/tag/refinance-leads) [Read More](https://blog.monitorbase.com/purchase-refi-refi-purchase) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/mortgage_lead_generation-3.jpg?width=1200&height=627&name=mortgage_lead_generation-3.jpg) ](https://blog.monitorbase.com/aged-mortgage-leads) 2 min read #### [Aged Mortgage Leads](https://blog.monitorbase.com/aged-mortgage-leads) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Feb 12, 2020 12:00:00 AM Many mortgage lenders and brokers have most likely built into their business model some form of mortgage lead generation, or they may just buy... [aged mortgage leads](https://blog.monitorbase.com/tag/aged-mortgage-leads) [purchase mortgage leads](https://blog.monitorbase.com/tag/purchase-mortgage-leads) [Read More](https://blog.monitorbase.com/aged-mortgage-leads) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png?width=2016&height=785&name=backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png) ](https://blog.monitorbase.com/blog-heres-how-to-close-more-loans-in-2020) 2 min read #### [Close More Loans Than Ever Before](https://blog.monitorbase.com/blog-heres-how-to-close-more-loans-in-2020) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Feb 5, 2020 12:00:00 AM 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... [tips](https://blog.monitorbase.com/tag/tips) [soft credit inquiry](https://blog.monitorbase.com/tag/soft-credit-inquiry) [database monitoring](https://blog.monitorbase.com/tag/database-monitoring) [marketing constraints](https://blog.monitorbase.com/tag/marketing-constraints) [credit score](https://blog.monitorbase.com/tag/credit-score) [email notifications](https://blog.monitorbase.com/tag/email-notifications) [text notifications](https://blog.monitorbase.com/tag/text-notifications) [notifications](https://blog.monitorbase.com/tag/notifications) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [Database Recapture](https://blog.monitorbase.com/tag/database-recapture) [prescreened credit list](https://blog.monitorbase.com/tag/prescreened-credit-list) [legislative update](https://blog.monitorbase.com/tag/legislative-update) [soft inquiry technology](https://blog.monitorbase.com/tag/soft-inquiry-technology) [Read More](https://blog.monitorbase.com/blog-heres-how-to-close-more-loans-in-2020) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/shutterstock_95611501%20(1)-1.jpg?width=1200&height=627&name=shutterstock_95611501%20(1)-1.jpg) ](https://blog.monitorbase.com/overcoming-marketing-obstacles) 3 min read #### [Overcoming Marketing Obstacles](https://blog.monitorbase.com/overcoming-marketing-obstacles) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jan 17, 2020 12:00:00 AM 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... [tips](https://blog.monitorbase.com/tag/tips) [marketing](https://blog.monitorbase.com/tag/marketing) [softpull](https://blog.monitorbase.com/tag/softpull) [marketing constraints](https://blog.monitorbase.com/tag/marketing-constraints) [text notifications](https://blog.monitorbase.com/tag/text-notifications) [soft credit check](https://blog.monitorbase.com/tag/soft-credit-check) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/overcoming-marketing-obstacles) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/old_phone-1.jpg?width=4050&height=2700&name=old_phone-1.jpg) ](https://blog.monitorbase.com/heads-up-a-few-extra-apps-this-month-may-be-easier-than-you-think) 1 min read #### [Heads up, a few extra apps this month may be easier than you think.](https://blog.monitorbase.com/heads-up-a-few-extra-apps-this-month-may-be-easier-than-you-think) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Oct 17, 2019 12:00:00 AM 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... [voicemail](https://blog.monitorbase.com/tag/voicemail) [no voicemail policy](https://blog.monitorbase.com/tag/no-voicemail-policy) [inbound activity](https://blog.monitorbase.com/tag/inbound-activity) [monitorbase alert](https://blog.monitorbase.com/tag/monitorbase-alert) [inbound phone calls](https://blog.monitorbase.com/tag/inbound-phone-calls) [marketing response](https://blog.monitorbase.com/tag/marketing-response) [Read More](https://blog.monitorbase.com/heads-up-a-few-extra-apps-this-month-may-be-easier-than-you-think) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/early%20payoff%20warning-3.jpg?width=1200&height=627&name=early%20payoff%20warning-3.jpg) ](https://blog.monitorbase.com/why-the-feds-rate-cut-could-double-your-response-rate) 1 min read #### [Why the Fed's rate cut could double your response rate.](https://blog.monitorbase.com/why-the-feds-rate-cut-could-double-your-response-rate) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Aug 5, 2019 12:00:00 AM 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... [predictive marketing](https://blog.monitorbase.com/tag/predictive-marketing) [perpetual refinances](https://blog.monitorbase.com/tag/perpetual-refinances) [fed rate cut](https://blog.monitorbase.com/tag/fed-rate-cut) [refinance](https://blog.monitorbase.com/tag/refinance) [Read More](https://blog.monitorbase.com/why-the-feds-rate-cut-could-double-your-response-rate) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/perpetual%20refinance-1.jpg?width=1200&height=627&name=perpetual%20refinance-1.jpg) ](https://blog.monitorbase.com/perpetual-refinance-opportunities) 3 min read #### [Deep in the wilderness, perpetual refinance opportunities are discovered.](https://blog.monitorbase.com/perpetual-refinance-opportunities) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jun 13, 2019 12:00:00 AM 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,... [streamline refinance](https://blog.monitorbase.com/tag/streamline-refinance) [perpetual refinances](https://blog.monitorbase.com/tag/perpetual-refinances) [refinance](https://blog.monitorbase.com/tag/refinance) [Read More](https://blog.monitorbase.com/perpetual-refinance-opportunities) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/equity%20fb-1.jpg?width=1200&height=627&name=equity%20fb-1.jpg) ](https://blog.monitorbase.com/to-refi-or-not-to-refi-...-that-is-the-question) 3 min read #### [To refi, or not to refi ... that is the question](https://blog.monitorbase.com/to-refi-or-not-to-refi-...-that-is-the-question) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Apr 12, 2019 12:00:00 AM Friends, Romans, countrymen, lend me your ears. In the past 30 days, we are seeing a significant increase in mortgage application inquiries. [database monitoring](https://blog.monitorbase.com/tag/database-monitoring) [credit inquiry](https://blog.monitorbase.com/tag/credit-inquiry) [cash-out](https://blog.monitorbase.com/tag/cash-out) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/to-refi-or-not-to-refi-...-that-is-the-question) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/tech100HW-1.png?width=645&height=332&name=tech100HW-1.png) ](https://blog.monitorbase.com/2019-housingwire-tech100-winner-monitorbase) #### [2019 HousingWire Tech100 winner: MonitorBase](https://blog.monitorbase.com/2019-housingwire-tech100-winner-monitorbase) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Apr 1, 2019 12:00:00 AM 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... [Read More](https://blog.monitorbase.com/2019-housingwire-tech100-winner-monitorbase) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/migration-1.jpg?width=600&height=400&name=migration-1.jpg) ](https://blog.monitorbase.com/mortgage-trend-mortgage-inquiry-leads-up-30-percent) #### [Mortgage Trend: Mortgage Inquiry Leads up 30%](https://blog.monitorbase.com/mortgage-trend-mortgage-inquiry-leads-up-30-percent) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Mar 13, 2019 12:00:00 AM 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... [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [mortgage lead generation](https://blog.monitorbase.com/tag/mortgage-lead-generation) [refinance leads](https://blog.monitorbase.com/tag/refinance-leads) [Read More](https://blog.monitorbase.com/mortgage-trend-mortgage-inquiry-leads-up-30-percent) #### [Mortgage Trend: Early Payoffs Increasing](https://blog.monitorbase.com/mortgage-trend-early-payoffs-increasing) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Mar 6, 2019 12:00:00 AM We are seeing a significant increase in Early Payoff (EPO) related activity in our data. Mortgage credit inquires on recently funded loans (1-12... [epo warning](https://blog.monitorbase.com/tag/epo-warning) [epo](https://blog.monitorbase.com/tag/epo) [inquiry alert](https://blog.monitorbase.com/tag/inquiry-alert) [Read More](https://blog.monitorbase.com/mortgage-trend-early-payoffs-increasing) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/mortgage_lead_generation-3.jpg?width=1200&height=627&name=mortgage_lead_generation-3.jpg) ](https://blog.monitorbase.com/mortgage-lead-generation-strategies-2019) 3 min read #### [Mortgage lead generation strategies 2019](https://blog.monitorbase.com/mortgage-lead-generation-strategies-2019) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jan 25, 2019 12:00:00 AM 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... [D2C marketing](https://blog.monitorbase.com/tag/d2c-marketing) [real estate agents](https://blog.monitorbase.com/tag/real-estate-agents) [margins](https://blog.monitorbase.com/tag/margins) [lead generation](https://blog.monitorbase.com/tag/lead-generation) [CRM](https://blog.monitorbase.com/tag/crm) [profitability](https://blog.monitorbase.com/tag/profitability) [roi](https://blog.monitorbase.com/tag/roi) [co-branded](https://blog.monitorbase.com/tag/co-branded) [cross-sell](https://blog.monitorbase.com/tag/cross-sell) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [agents](https://blog.monitorbase.com/tag/agents) [mortgage lead generation](https://blog.monitorbase.com/tag/mortgage-lead-generation) [Read More](https://blog.monitorbase.com/mortgage-lead-generation-strategies-2019) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Blog%20Pic-1-1.png?width=960&height=637&name=Blog%20Pic-1-1.png) ](https://blog.monitorbase.com/text-to-pre-qualify-instant-credit-check-for-lenders) 1 min read #### [Text to Pre-Qualify: Instant Soft Credit Check](https://blog.monitorbase.com/text-to-pre-qualify-instant-credit-check-for-lenders) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jan 9, 2019 12:00:00 AM Last week we announced a technology giving mortgage companies and their clients access to an instant credit pre-qualification through a soft credit... [soft pull](https://blog.monitorbase.com/tag/soft-pull) [softpull](https://blog.monitorbase.com/tag/softpull) [mobile prequalification](https://blog.monitorbase.com/tag/mobile-prequalification) [instant credit check](https://blog.monitorbase.com/tag/instant-credit-check) [soft credit check](https://blog.monitorbase.com/tag/soft-credit-check) [text to prequal](https://blog.monitorbase.com/tag/text-to-prequal) [text message](https://blog.monitorbase.com/tag/text-message) [Read More](https://blog.monitorbase.com/text-to-pre-qualify-instant-credit-check-for-lenders) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/fly%20fishing%20sales-1.jpg?width=1200&height=627&name=fly%20fishing%20sales-1.jpg) ](https://blog.monitorbase.com/the-secret-fishing-hole) 4 min read #### [The secret fishing hole](https://blog.monitorbase.com/the-secret-fishing-hole) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jan 9, 2019 12:00:00 AM 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... [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [fly fishing](https://blog.monitorbase.com/tag/fly-fishing) [Read More](https://blog.monitorbase.com/the-secret-fishing-hole) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Untitled%20design-1.jpg?width=1200&height=627&name=Untitled%20design-1.jpg) ](https://blog.monitorbase.com/how-to-start-and-keep-a-good-contact-database) 2 min read #### [How to start and keep a good contact database](https://blog.monitorbase.com/how-to-start-and-keep-a-good-contact-database) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Dec 18, 2018 12:00:00 AM Your contact database is your most valuable business asset and a critical piece of your mortgage lead generation efforts. [prospects](https://blog.monitorbase.com/tag/prospects) [contact database](https://blog.monitorbase.com/tag/contact-database) [crm data](https://blog.monitorbase.com/tag/crm-data) [Read More](https://blog.monitorbase.com/how-to-start-and-keep-a-good-contact-database) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/seller%20buyer%20fb-1.jpg?width=1200&height=627&name=seller%20buyer%20fb-1.jpg) ](https://blog.monitorbase.com/finding-home-sellers-early-in-the-cycle) 2 min read #### [Finding Home Sellers Early in the Cycle](https://blog.monitorbase.com/finding-home-sellers-early-in-the-cycle) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Sep 4, 2018 12:00:00 AM 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?... [home buyer](https://blog.monitorbase.com/tag/home-buyer) [real estate agents](https://blog.monitorbase.com/tag/real-estate-agents) [predictive marketing](https://blog.monitorbase.com/tag/predictive-marketing) [credit inquiry](https://blog.monitorbase.com/tag/credit-inquiry) [home sellers](https://blog.monitorbase.com/tag/home-sellers) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [predictive algorithm](https://blog.monitorbase.com/tag/predictive-algorithm) [agents](https://blog.monitorbase.com/tag/agents) [Read More](https://blog.monitorbase.com/finding-home-sellers-early-in-the-cycle) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/data%20driven%20marketing-1.jpg?width=1200&height=627&name=data%20driven%20marketing-1.jpg) ](https://blog.monitorbase.com/predictive-marketing-on-autopilot) 1 min read #### [Predictive Marketing on Autopilot](https://blog.monitorbase.com/predictive-marketing-on-autopilot) [Rick Webster](https://blog.monitorbase.com/author/rick-webster): Aug 21, 2018 12:00:00 AM 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... [predictive marketing](https://blog.monitorbase.com/tag/predictive-marketing) [marketing](https://blog.monitorbase.com/tag/marketing) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [past customer retention](https://blog.monitorbase.com/tag/past-customer-retention) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [Read More](https://blog.monitorbase.com/predictive-marketing-on-autopilot) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/shutterstock_273084032%20(1)-1.jpg?width=640&height=326&name=shutterstock_273084032%20(1)-1.jpg) ](https://blog.monitorbase.com/product-launch-email-prescreened-offers-of-credit) 1 min read #### [Product Launch: Email prescreened offers of credit](https://blog.monitorbase.com/product-launch-email-prescreened-offers-of-credit) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Aug 1, 2018 12:00:00 AM We are proud to announce the addition of email delivery for prescreened offers of credit within the MonitorBase mortgage lead generation platform! We... [direct mail](https://blog.monitorbase.com/tag/direct-mail) [email marketing](https://blog.monitorbase.com/tag/email-marketing) [firm offer](https://blog.monitorbase.com/tag/firm-offer) [firm offer of credit](https://blog.monitorbase.com/tag/firm-offer-of-credit) [Read More](https://blog.monitorbase.com/product-launch-email-prescreened-offers-of-credit) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/RickWwide-1.jpg?width=1200&height=417&name=RickWwide-1.jpg) ](https://blog.monitorbase.com/meet-our-newest-leadership-team-member) 1 min read #### [Meet our newest leadership team member!](https://blog.monitorbase.com/meet-our-newest-leadership-team-member) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): May 29, 2018 12:00:00 AM We are expanding! We are thrilled to hire our first CRO and have Rick Webster join the MonitorBase team! [Read More](https://blog.monitorbase.com/meet-our-newest-leadership-team-member) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/elvis-1.jpg?width=600&height=477&name=elvis-1.jpg) ](https://blog.monitorbase.com/high-rate-mortgage-data) 1 min read #### [Elvis Isn't Dead.](https://blog.monitorbase.com/high-rate-mortgage-data) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Mar 15, 2018 12:00:00 AM 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... [high rate mortgage data](https://blog.monitorbase.com/tag/high-rate-mortgage-data) [refinance](https://blog.monitorbase.com/tag/refinance) [refinance leads](https://blog.monitorbase.com/tag/refinance-leads) [Read More](https://blog.monitorbase.com/high-rate-mortgage-data) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/home%20seller-1.jpg?width=1200&height=627&name=home%20seller-1.jpg) ](https://blog.monitorbase.com/pre-listing-home-seller-behavior) 1 min read #### [Pre-listing Home Seller Behavior](https://blog.monitorbase.com/pre-listing-home-seller-behavior) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Feb 14, 2018 12:00:00 AM A significant amount of MonitorBase’s resources are invested in collecting and analyzing consumer credit behaviors. We’ve uncovered some we think... [past clients](https://blog.monitorbase.com/tag/past-clients) [credit inquiry](https://blog.monitorbase.com/tag/credit-inquiry) [early payoff](https://blog.monitorbase.com/tag/early-payoff) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [retention alerts](https://blog.monitorbase.com/tag/retention-alerts) [credit trigger](https://blog.monitorbase.com/tag/credit-trigger) [trigger](https://blog.monitorbase.com/tag/trigger) [credit triggers](https://blog.monitorbase.com/tag/credit-triggers) [inquiry alert](https://blog.monitorbase.com/tag/inquiry-alert) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [client database](https://blog.monitorbase.com/tag/client-database) [Read More](https://blog.monitorbase.com/pre-listing-home-seller-behavior) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/triggerleads-1.jpg?width=1200&height=627&name=triggerleads-1.jpg) ](https://blog.monitorbase.com/relevant-mortgage-triggers) 2 min read #### [Mining for Relevant Mortgage Trigger Events](https://blog.monitorbase.com/relevant-mortgage-triggers) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Dec 20, 2017 12:00:00 AM When I hear the phrase ‘mortgage trigger,’ a movie starts playing in my mind. Maybe yours, too! [mortgage triggers](https://blog.monitorbase.com/tag/mortgage-triggers) [credit inquiry](https://blog.monitorbase.com/tag/credit-inquiry) [credit trigger](https://blog.monitorbase.com/tag/credit-trigger) [triggers](https://blog.monitorbase.com/tag/triggers) [Read More](https://blog.monitorbase.com/relevant-mortgage-triggers) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/mailbox-1.png?width=1200&height=627&name=mailbox-1.png) ](https://blog.monitorbase.com/drip-campaigns) 3 min read #### [Why Some Mortgage Marketing Drip-Campaigns Do More Harm Than Good ... And What To Do About It!](https://blog.monitorbase.com/drip-campaigns) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Dec 13, 2017 12:00:00 AM 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... [direct mail](https://blog.monitorbase.com/tag/direct-mail) [email marketing](https://blog.monitorbase.com/tag/email-marketing) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [mortgage triggers](https://blog.monitorbase.com/tag/mortgage-triggers) [gift card](https://blog.monitorbase.com/tag/gift-card) [drip campaigns](https://blog.monitorbase.com/tag/drip-campaigns) [email open rates](https://blog.monitorbase.com/tag/email-open-rates) [predictive analytics](https://blog.monitorbase.com/tag/predictive-analytics) [post card campaign](https://blog.monitorbase.com/tag/post-card-campaign) [Read More](https://blog.monitorbase.com/drip-campaigns) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/early%20payoff%20warning-3.jpg?width=1200&height=627&name=early%20payoff%20warning-3.jpg) ](https://blog.monitorbase.com/early-payoff-warnings) 2 min read #### [Early Payoff (EPO) Warnings](https://blog.monitorbase.com/early-payoff-warnings) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Nov 7, 2017 12:00:00 AM 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. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [early payoff](https://blog.monitorbase.com/tag/early-payoff) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [retention alerts](https://blog.monitorbase.com/tag/retention-alerts) [epo](https://blog.monitorbase.com/tag/epo) [Read More](https://blog.monitorbase.com/early-payoff-warnings) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Untitled%20design%20(3)-1.jpg?width=1200&height=627&name=Untitled%20design%20(3)-1.jpg) ](https://blog.monitorbase.com/do-you-think-this-is-strange) 1 min read #### [Do You Think This Is Strange?](https://blog.monitorbase.com/do-you-think-this-is-strange) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Oct 20, 2017 12:00:00 AM MonitorBase is seeing a trend in the market we find interesting … if not a bit alarming! [re-purchasing home](https://blog.monitorbase.com/tag/re-purchasing-home) [cash-out](https://blog.monitorbase.com/tag/cash-out) [refinance](https://blog.monitorbase.com/tag/refinance) [monitorbase alerts](https://blog.monitorbase.com/tag/monitorbase-alerts) [Read More](https://blog.monitorbase.com/do-you-think-this-is-strange) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Blog%20Pic-2.png?width=960&height=637&name=Blog%20Pic-2.png) ](https://blog.monitorbase.com/marketing-the-first-time-homebuyer) 2 min read #### [Marketing the First-Time Homebuyer](https://blog.monitorbase.com/marketing-the-first-time-homebuyer) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Oct 11, 2017 12:00:00 AM With volatile interest rates, increasing home prices, and a lack of inventory, first-time homebuyers face many challenges in today's housing market.... [Read More](https://blog.monitorbase.com/marketing-the-first-time-homebuyer) 1 min read #### [Marketing the First-Time Homebuyer](https://blog.monitorbase.com/blog) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Sep 25, 2017 12:00:00 AM 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... [consumer direct marketing](https://blog.monitorbase.com/tag/consumer-direct-marketing) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [mortgage marketing response](https://blog.monitorbase.com/tag/mortgage-marketing-response) [marketing response](https://blog.monitorbase.com/tag/marketing-response) [Read More](https://blog.monitorbase.com/blog) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/mortgage%20marketing%20response-1.jpg?width=1200&height=627&name=mortgage%20marketing%20response-1.jpg) ](https://blog.monitorbase.com/there-is-one-upside-to-summer-ending) 1 min read #### [There is one upside to summer ending...](https://blog.monitorbase.com/there-is-one-upside-to-summer-ending) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Aug 17, 2017 12:00:00 AM 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... [consumer direct marketing](https://blog.monitorbase.com/tag/consumer-direct-marketing) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [mortgage marketing response](https://blog.monitorbase.com/tag/mortgage-marketing-response) [marketing response](https://blog.monitorbase.com/tag/marketing-response) [Read More](https://blog.monitorbase.com/there-is-one-upside-to-summer-ending) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png?width=2016&height=785&name=backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png) ](https://blog.monitorbase.com/home-buyer-inbound-marketing) 1 min read #### [Home Buyer Inbound Marketing](https://blog.monitorbase.com/home-buyer-inbound-marketing) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Aug 16, 2017 12:00:00 AM MonitorBase Home Buyer Marketing from Louis Zitting on Vimeo. [consumer direct marketing](https://blog.monitorbase.com/tag/consumer-direct-marketing) [direct mail](https://blog.monitorbase.com/tag/direct-mail) [home buyer marketing](https://blog.monitorbase.com/tag/home-buyer-marketing) [inbound phone calls](https://blog.monitorbase.com/tag/inbound-phone-calls) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Prescreen credit](https://blog.monitorbase.com/tag/prescreen-credit) [Read More](https://blog.monitorbase.com/home-buyer-inbound-marketing) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/cash-out-1.png?width=1000&height=1000&name=cash-out-1.png) ](https://blog.monitorbase.com/cash-out-hits-record-share-of-refinance-volume) 1 min read #### [Cash-out climbs to 50% of refinance volume](https://blog.monitorbase.com/cash-out-hits-record-share-of-refinance-volume) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jul 25, 2017 12:00:00 AM 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... [cash-out](https://blog.monitorbase.com/tag/cash-out) [consolidation](https://blog.monitorbase.com/tag/consolidation) [home equity](https://blog.monitorbase.com/tag/home-equity) [Read More](https://blog.monitorbase.com/cash-out-hits-record-share-of-refinance-volume) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/shutterstock_160873529%20FB-1.jpg?width=1200&height=627&name=shutterstock_160873529%20FB-1.jpg) ](https://blog.monitorbase.com/text-to-prequal) 1 min read #### [Text to pre-qualify soft pull technology](https://blog.monitorbase.com/text-to-prequal) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jun 21, 2017 12:00:00 AM 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... [instant prequal](https://blog.monitorbase.com/tag/instant-prequal) [text to pre-qualify](https://blog.monitorbase.com/tag/text-to-pre-qualify) [prequal](https://blog.monitorbase.com/tag/prequal) [instant credit prequal](https://blog.monitorbase.com/tag/instant-credit-prequal) [text to prequal](https://blog.monitorbase.com/tag/text-to-prequal) [text message](https://blog.monitorbase.com/tag/text-message) [Read More](https://blog.monitorbase.com/text-to-prequal) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/shutterstock_562279297FB-1.jpg?width=1200&height=627&name=shutterstock_562279297FB-1.jpg) ](https://blog.monitorbase.com/predictive-alert-cost-per-closed-loan) #### [Predictive Alert Cost Per Closed Loan: $207](https://blog.monitorbase.com/predictive-alert-cost-per-closed-loan) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jun 20, 2017 12:00:00 AM 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... [predictive alert](https://blog.monitorbase.com/tag/predictive-alert) [cost per closing](https://blog.monitorbase.com/tag/cost-per-closing) [Read More](https://blog.monitorbase.com/predictive-alert-cost-per-closed-loan) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/cold%20calling-1.png?width=1200&height=627&name=cold%20calling-1.png) ](https://blog.monitorbase.com/stop-cold-calling) 2 min read #### [Stop cold calling.](https://blog.monitorbase.com/stop-cold-calling) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): May 24, 2017 12:00:00 AM “I love when someone I don’t know calls me with a mortgage offer!” said no one ever. [direct mail](https://blog.monitorbase.com/tag/direct-mail) [cold calling](https://blog.monitorbase.com/tag/cold-calling) [text messages](https://blog.monitorbase.com/tag/text-messages) [sphere of influence](https://blog.monitorbase.com/tag/sphere-of-influence) [custom audience](https://blog.monitorbase.com/tag/custom-audience) [Read More](https://blog.monitorbase.com/stop-cold-calling) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/fb%20map-1.jpg?width=1200&height=1200&name=fb%20map-1.jpg) ](https://blog.monitorbase.com/solving-your-hmda-fair-lending-gaps) 1 min read #### [Solving Your HMDA Fair Lending Gaps](https://blog.monitorbase.com/solving-your-hmda-fair-lending-gaps) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Mar 27, 2017 12:00:00 AM The Problem: In October 2015 the CFPB issued an executive summary spelling out new reporting requirements. Beginning in January of 2018, lenders will... [home buyer](https://blog.monitorbase.com/tag/home-buyer) [fair lending](https://blog.monitorbase.com/tag/fair-lending) [prescreen](https://blog.monitorbase.com/tag/prescreen) [marketing](https://blog.monitorbase.com/tag/marketing) [cfpb](https://blog.monitorbase.com/tag/cfpb) [hmda](https://blog.monitorbase.com/tag/hmda) [firm offer of credit](https://blog.monitorbase.com/tag/firm-offer-of-credit) [Read More](https://blog.monitorbase.com/solving-your-hmda-fair-lending-gaps) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/next%20generation%20post-1.jpg?width=1200&height=627&name=next%20generation%20post-1.jpg) ](https://blog.monitorbase.com/how-to-hire-the-next-generation-of-loan-officers) 1 min read #### [How to hire the next generation of Loan Officers](https://blog.monitorbase.com/how-to-hire-the-next-generation-of-loan-officers) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Feb 16, 2017 12:00:00 AM 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... [loan officers](https://blog.monitorbase.com/tag/loan-officers) [hiring](https://blog.monitorbase.com/tag/hiring) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [next generation](https://blog.monitorbase.com/tag/next-generation) [home buyers](https://blog.monitorbase.com/tag/home-buyers) [millennials](https://blog.monitorbase.com/tag/millennials) [Read More](https://blog.monitorbase.com/how-to-hire-the-next-generation-of-loan-officers) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/MonitorBasefavicon.png?width=129&height=132&name=MonitorBasefavicon.png) ](https://blog.monitorbase.com/compliance-consideration-for-pre-screened-marketing) 1 min read #### [Compliance Consideration for Pre-screened Marketing](https://blog.monitorbase.com/compliance-consideration-for-pre-screened-marketing) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Feb 14, 2017 12:00:00 AM A common problem in any organization is getting the compliance department and the sales department to share common goals and work synergistically.... [prescreen](https://blog.monitorbase.com/tag/prescreen) [fcra](https://blog.monitorbase.com/tag/fcra) [cfpb](https://blog.monitorbase.com/tag/cfpb) [compliance](https://blog.monitorbase.com/tag/compliance) [firm offer](https://blog.monitorbase.com/tag/firm-offer) [Read More](https://blog.monitorbase.com/compliance-consideration-for-pre-screened-marketing) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/sample_blog-1.jpg?width=700&height=300&name=sample_blog-1.jpg) ](https://blog.monitorbase.com/attract-visitors-with-compelling-blog-content-sample) 1 min read #### [Sample - How To Post](https://blog.monitorbase.com/attract-visitors-with-compelling-blog-content-sample) [Sample HubSpot User](https://blog.monitorbase.com/author/sample-hubspot-user): Mar 15, 2016 12:00:00 AM 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... [Insider](https://blog.monitorbase.com/tag/insider) [Read More](https://blog.monitorbase.com/attract-visitors-with-compelling-blog-content-sample) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png?width=2016&height=785&name=backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png) ](https://blog.monitorbase.com/drip-campaigns-0) 3 min read #### [Why Mortgage Marketing Drip-Campaigns Do More Harm Than Good ... And What To Do About It! (Clone)](https://blog.monitorbase.com/drip-campaigns-0) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jan 1, 1970 12:00:00 AM 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... [direct mail](https://blog.monitorbase.com/tag/direct-mail) [email marketing](https://blog.monitorbase.com/tag/email-marketing) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [mortgage triggers](https://blog.monitorbase.com/tag/mortgage-triggers) [gift card](https://blog.monitorbase.com/tag/gift-card) [drip campaigns](https://blog.monitorbase.com/tag/drip-campaigns) [email open rates](https://blog.monitorbase.com/tag/email-open-rates) [predictive analytics](https://blog.monitorbase.com/tag/predictive-analytics) [post card campaign](https://blog.monitorbase.com/tag/post-card-campaign) [Read More](https://blog.monitorbase.com/drip-campaigns-0) 1 min read #### [HMDA: Do You Have Skeletons in Your Closet?](https://blog.monitorbase.com/credit-pre-qualification-is-your-new-best-friend-0) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Jan 1, 1970 12:00:00 AM [soft pull](https://blog.monitorbase.com/tag/soft-pull) [soft credit inquiry](https://blog.monitorbase.com/tag/soft-credit-inquiry) [credit monitoring](https://blog.monitorbase.com/tag/credit-monitoring) [contacts](https://blog.monitorbase.com/tag/contacts) [automatic credit monitoring](https://blog.monitorbase.com/tag/automatic-credit-monitoring) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/credit-pre-qualification-is-your-new-best-friend-0)