Retention Rockstar™ Strategy: Engaging with your MonitorBase alerts
Knowing how to engage with your MonitorBase alerts when you receive them is a major key to success and it is the topic of discussion in this month's ...
MonitorBase Oct 10, 2024 9:18:12 AM
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 might consider trading a lower mortgage rate for a higher one in today's market and how modern financial tools help loan officers and clients make more informed decisions.
Watch the full discussion and learn more about how Misely can be used in connection with MonitorBase alerts.
If you’re looking for extra help, training, regular check-ins, and collaboration to see what works with people, register for The Retention Rockstar Group Coaching Call today. It is held on the first Tuesday of every month.
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 ...
1 min read
As mortgage professionals, we often encounter consumers who feel they may not qualify for a mortgage when, in fact, they simply have more specific...