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MonitorBase

Helping Clients Make More Informed Financial Decisions With Misely

David Boswell, Founder and CEO of Misely, joins MonitorBase's William LeBaron to discuss the importance of helping clients make informed financial decisions about debt consolidation, mortgage refinancing, and overall financial planning. Why clients...

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1 min read

Introducing "On Demand" A New Product from MonitorBase

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

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Retention Rockstar Strategy: Sales Pipeline Protection

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

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1 min read

Retention Rockstar Strategy: How To Better Retain and Engage Clients

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

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1 min read

Retention Rockstar™: Getting Ahead of the Mortgage Credit Trigger

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

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Retention Rockstar™ Discussion: Saving Money on Credit Reports

Many loan originators have recently spent upwards of $600 on credit reports. This can be detrimental when spending that much on credit reports...

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Retention Rockstar™ Discussion: Utilizing Equity Alerts

In the latest MonitorBase Retention Rockstar™, we delve into the intricacies of Home Equity in the current mortgage market and the best approach for...

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3 min read

The Ramifications of the Realtor Commission Verdict

Guilty Of Conspiracy To Inflate Agent Commission.

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1 min read

Retention RockStars™ Discussion: Why HELOCs are Still Relevant to Originators

Are Helocs (Home Equity Lines of Credit) and debt consolidation still relevant to originators in today's market? That is the topic in this month's...

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1 min read

Retention Rockstar™ Discussion: Will Credit Triggers Get Banned?

Will credit trigger leads get banned? Credit triggers have been intensely discussed as of late and are the focus of our conversation success in this...

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