--- title: "MonitorBase: Mortgage Market Insights | referral partners" description: referral partners | MonitorBase Insights. Mortgage marketing and data-driven marketing-related articles. --- # MonitorBase Insights #### Mortgage Marketing Strategies Filter by Tag Show All CRM Contact Enrichment D2C marketing DEI DRS Database Recapture Database Retention System Every Contact Matters Facebook Group Insider Intent signal MonitorBase Insider On Demand Prescreen credit Relationship Retention Sales Pipeline aged mortgage leads agents annoucement artificial intelligence automated marketing automatic credit monitoring borrower database cash-out cfpb cheap mortgage leads client database client retention co-branded coaching cold calling compliance consolidation consumer direct marketing contact database contacts cost per closing credit alerts credit inquiry credit migration credit monitoring credit prescreen credit score credit trigger credit triggers crm data cross-sell custom audience customer service database marketing database monitoring debt consolidation direct mail drip campaigns early pay off early payoff email activity email addresses email marketing email notifications email open rates epo epo warning fair lending fcra fed rate cut firm offer firm offer email firm offer of credit first time home buyer fly fishing future buyers gift card high rate mortgage data hiring hmda home buyer home buyer marketing home buyers home equity home sellers how to inbound activity inbound phone calls inquiry alert inquiry alerts instant credit check instant credit prequal instant prequal lead generation legislative update loan officers margins marketing marketing constraints marketing engagement marketing response millennials mobile prequalification monitorbase monitorbase alert monitorbase alerts mortgage inquiry mortgage lead generation mortgage marketing mortgage marketing response mortgage portfolio runoff mortgage trigger mortgage triggers next generation no voicemail policy notifications ondemand past clients past customer retention perpetual refinances portfolio runoff prevention post card campaign predictive alert predictive alerts predictive algorithm predictive analytics predictive marketing prequal prequalification prescreen prescreened credit list prescreening profitability prospects purchase mortgage leads re-purchasing home real estate agents recruiting referral partners refinance refinance leads retention alerts retention rockstar roi runoff soft credit check soft credit inquiry soft inquiry technology soft pull softpull sphere of influence streamline refinance text message text messages text notifications text to pre-qualify text to prequal tips trigger triggers voicemail weekly trends ##### Subscribe For More Insights ### referral partners [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20%20June%202024-3.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20%20June%202024-3.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-july-2024) #### [Retention Rockstar Group Coaching Call July 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-july-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jul 3, 2024 12:00:00 AM We had our most recent group call on July 2nd, 2024, and we're providing the recording to review or catch up. We focus on a new product that is... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Sales Pipeline](https://blog.monitorbase.com/tag/sales-pipeline) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-july-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20%20June%202024-3.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20%20June%202024-3.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-june-2024) #### [Retention Rockstar Group Coaching Call June 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-june-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Jun 5, 2024 12:00:00 AM We had our most recent group call on June 4th, 2024, and we're providing the recording to review or catch up. This group coaching call session... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Sales Pipeline](https://blog.monitorbase.com/tag/sales-pipeline) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-june-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20%20(1)-1.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20%20(1)-1.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-may-2024) 1 min read #### [Retention Rockstar Group Coaching Call May 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-may-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): May 14, 2024 12:00:00 AM 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;... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [coaching](https://blog.monitorbase.com/tag/coaching) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [predictive alerts](https://blog.monitorbase.com/tag/predictive-alerts) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-may-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/march%20strategy-1.png?width=533&height=300&name=march%20strategy-1.png) ](https://blog.monitorbase.com/find-sellers-for-you-and-your-referral-partners-in-2023) #### [Retention Rockstar™ Strategy: Find Sellers for you and your referral partners in 2023](https://blog.monitorbase.com/find-sellers-for-you-and-your-referral-partners-in-2023) [Lilly Staniforth](https://blog.monitorbase.com/author/lilly-staniforth): Mar 7, 2023 12:00:00 AM In this Retention RockstarTM strategy video, we discuss the best practices of partnering with more referral partners to scan and find deals in their... [real estate agents](https://blog.monitorbase.com/tag/real-estate-agents) [mortgage marketing](https://blog.monitorbase.com/tag/mortgage-marketing) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/find-sellers-for-you-and-your-referral-partners-in-2023) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/New%20Blog%20post-1.png?width=1080&height=1080&name=New%20Blog%20post-1.png) ](https://blog.monitorbase.com/credit-pre-qualification-is-your-new-best-friend) 1 min read #### [Credit Pre-Qualification is Your New Best Friend](https://blog.monitorbase.com/credit-pre-qualification-is-your-new-best-friend) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Nov 5, 2020 12:00:00 AM [soft pull](https://blog.monitorbase.com/tag/soft-pull) [soft credit inquiry](https://blog.monitorbase.com/tag/soft-credit-inquiry) [credit monitoring](https://blog.monitorbase.com/tag/credit-monitoring) [contacts](https://blog.monitorbase.com/tag/contacts) [automatic credit monitoring](https://blog.monitorbase.com/tag/automatic-credit-monitoring) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/credit-pre-qualification-is-your-new-best-friend) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Referral%20partner%20graphic-1.png?width=1080&height=1080&name=Referral%20partner%20graphic-1.png) ](https://blog.monitorbase.com/keep-your-first-time-buyers-coming-back-0) 1 min read #### [Strengthening Referral Partner Relationships with SoftPull](https://blog.monitorbase.com/keep-your-first-time-buyers-coming-back-0) [Rachel Wilson](https://blog.monitorbase.com/author/rachel-wilson): Oct 22, 2020 12:00:00 AM [soft pull](https://blog.monitorbase.com/tag/soft-pull) [soft credit inquiry](https://blog.monitorbase.com/tag/soft-credit-inquiry) [credit monitoring](https://blog.monitorbase.com/tag/credit-monitoring) [contacts](https://blog.monitorbase.com/tag/contacts) [automatic credit monitoring](https://blog.monitorbase.com/tag/automatic-credit-monitoring) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/keep-your-first-time-buyers-coming-back-0) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/shutterstock_95611501%20(1)-1.jpg?width=1200&height=627&name=shutterstock_95611501%20(1)-1.jpg) ](https://blog.monitorbase.com/overcoming-marketing-obstacles) 3 min read #### [Overcoming Marketing Obstacles](https://blog.monitorbase.com/overcoming-marketing-obstacles) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jan 17, 2020 12:00:00 AM What’s one of the most important things you need to reach your business goals? Good marketing. Letting potential clients know who you are, what you... [tips](https://blog.monitorbase.com/tag/tips) [marketing](https://blog.monitorbase.com/tag/marketing) [softpull](https://blog.monitorbase.com/tag/softpull) [marketing constraints](https://blog.monitorbase.com/tag/marketing-constraints) [text notifications](https://blog.monitorbase.com/tag/text-notifications) [soft credit check](https://blog.monitorbase.com/tag/soft-credit-check) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Read More](https://blog.monitorbase.com/overcoming-marketing-obstacles) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/mortgage_lead_generation-3.jpg?width=1200&height=627&name=mortgage_lead_generation-3.jpg) ](https://blog.monitorbase.com/mortgage-lead-generation-strategies-2019) 3 min read #### [Mortgage lead generation strategies 2019](https://blog.monitorbase.com/mortgage-lead-generation-strategies-2019) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jan 25, 2019 12:00:00 AM We've all heard the old sales wisdom: "Success leaves many clues." With trial and error, we often deduce what is successful. Unfortunately, some of... [D2C marketing](https://blog.monitorbase.com/tag/d2c-marketing) [real estate agents](https://blog.monitorbase.com/tag/real-estate-agents) [margins](https://blog.monitorbase.com/tag/margins) [lead generation](https://blog.monitorbase.com/tag/lead-generation) [CRM](https://blog.monitorbase.com/tag/crm) [profitability](https://blog.monitorbase.com/tag/profitability) [roi](https://blog.monitorbase.com/tag/roi) [co-branded](https://blog.monitorbase.com/tag/co-branded) [cross-sell](https://blog.monitorbase.com/tag/cross-sell) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [agents](https://blog.monitorbase.com/tag/agents) [mortgage lead generation](https://blog.monitorbase.com/tag/mortgage-lead-generation) [Read More](https://blog.monitorbase.com/mortgage-lead-generation-strategies-2019) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/seller%20buyer%20fb-1.jpg?width=1200&height=627&name=seller%20buyer%20fb-1.jpg) ](https://blog.monitorbase.com/finding-home-sellers-early-in-the-cycle) 2 min read #### [Finding Home Sellers Early in the Cycle](https://blog.monitorbase.com/finding-home-sellers-early-in-the-cycle) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Sep 4, 2018 12:00:00 AM Do you think you could add value to your Agent relationships if you could refer them home sellers? Do you know who is gearing up to sell their home?... [home buyer](https://blog.monitorbase.com/tag/home-buyer) [real estate agents](https://blog.monitorbase.com/tag/real-estate-agents) [predictive marketing](https://blog.monitorbase.com/tag/predictive-marketing) [credit inquiry](https://blog.monitorbase.com/tag/credit-inquiry) [home sellers](https://blog.monitorbase.com/tag/home-sellers) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [predictive algorithm](https://blog.monitorbase.com/tag/predictive-algorithm) [agents](https://blog.monitorbase.com/tag/agents) [Read More](https://blog.monitorbase.com/finding-home-sellers-early-in-the-cycle) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png?width=2016&height=785&name=backgroud%20cropped-Apr-11-2025-01-46-42-8605-PM.png) ](https://blog.monitorbase.com/home-buyer-inbound-marketing) 1 min read #### [Home Buyer Inbound Marketing](https://blog.monitorbase.com/home-buyer-inbound-marketing) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Aug 16, 2017 12:00:00 AM MonitorBase Home Buyer Marketing from Louis Zitting on Vimeo. [consumer direct marketing](https://blog.monitorbase.com/tag/consumer-direct-marketing) [direct mail](https://blog.monitorbase.com/tag/direct-mail) [home buyer marketing](https://blog.monitorbase.com/tag/home-buyer-marketing) [inbound phone calls](https://blog.monitorbase.com/tag/inbound-phone-calls) [referral partners](https://blog.monitorbase.com/tag/referral-partners) [Prescreen credit](https://blog.monitorbase.com/tag/prescreen-credit) [Read More](https://blog.monitorbase.com/home-buyer-inbound-marketing) [1](https://blog.monitorbase.com/tag/referral-partners/page/1) [2](https://blog.monitorbase.com/tag/referral-partners/page/2) [ Next ](https://blog.monitorbase.com/tag/referral-partners/page/2)