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Helping Clients Make More Informed Financial Decisions With Misely

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 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.

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Retention Rockstar™ Strategy: Engaging with your MonitorBase alerts

Retention Rockstar™ Strategy: Engaging with your MonitorBase alerts

Knowing how to engage with your MonitorBase alerts when you receive them is a major key to success and it is the topic of discussion in this month's ...

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Introducing

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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