MonitorBase: Mortgage Market Insights

Retention Rockstarâ„¢ Strategy: Engaging with your MonitorBase alerts

Written by MonitorBase | Jun 28, 2023 6:00:00 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 Retention RockstarTM strategy video.

 

We cover an adaptation of one of our playbooks, This playbook was designed for loan officers to adapt and find success when they reach out to contacts tied to the alerts they've received in giving them some background information on the MonitorBase alert type and provides some scripting and recommendations on how, when, and how often to follow up. 

In this market, #everycontactmatters.  Please share this video with your team members that may find value in this strategy!  Subscribe to our blog to get more strategies and tips from the marketing pros at MonitorBase.