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MonitorBase Insights

Mortgage Marketing Strategies

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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 strategy discussion, we review ways to protect your sales pipeline by utilizing predictive analytics...

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1 min read

Retention Rockstar Group Coaching Call May 2024

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

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1 min read

Retention Rockstar Strategy: How To Better Retain and Engage Clients

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

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Retention Rockstar Group Coaching Call April 2024

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

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1 min read

Retention Rockstar™: Getting Ahead of the Mortgage Credit Trigger

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

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Retention Rockstar™ Discussion: Saving Money on Credit Reports

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

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Retention Rockstar™ Discussion: Utilizing Equity Alerts

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

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1 min read

Exciting Upgrades: Empowering Our Users with the Latest Innovations

At MonitorBase, innovation is at the heart of everything we do. We are thrilled to announce a series of groundbreaking system upgrades that are set...

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1 min read

Agent - LO Duel Employment?

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

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