--- title: "MonitorBase: Mortgage Market Insights | retention rockstar (2)" description: retention rockstar | MonitorBase Insights. Mortgage marketing and data-driven marketing-related articles. (2) --- # 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 ### retention rockstar (2) [![](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/Retention%20Rockstars%20June%202024-1.png?width=1280&height=720&name=Retention%20Rockstars%20June%202024-1.png) ](https://blog.monitorbase.com/retention-rockstar-strategy-sales-pipeline-protection) #### [Retention Rockstar Strategy: Sales Pipeline Protection](https://blog.monitorbase.com/retention-rockstar-strategy-sales-pipeline-protection) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Jun 4, 2024 12:00:00 AM Loan officers often lose clients from their pipeline to competitors, which affects business relationships and revenue. In today's Retention Rockstar... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [database monitoring](https://blog.monitorbase.com/tag/database-monitoring) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [client retention](https://blog.monitorbase.com/tag/client-retention) [contact database](https://blog.monitorbase.com/tag/contact-database) [Sales Pipeline](https://blog.monitorbase.com/tag/sales-pipeline) [Read More](https://blog.monitorbase.com/retention-rockstar-strategy-sales-pipeline-protection) [![](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/May%202024%20Retention%20Rockstar-1.png?width=1280&height=720&name=May%202024%20Retention%20Rockstar-1.png) ](https://blog.monitorbase.com/retention-rockstar-strategy-discussion-effectively-following-up) 1 min read #### [Retention Rockstar Strategy: How To Better Retain and Engage Clients](https://blog.monitorbase.com/retention-rockstar-strategy-discussion-effectively-following-up) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): May 8, 2024 12:00:00 AM How can we improve customer retention and engagement in the mortgage industry? MonitorBase is joined by Dana Ventura of Mortgage Strength Group to... [MonitorBase Insider](https://blog.monitorbase.com/tag/monitorbase-insider) [marketing](https://blog.monitorbase.com/tag/marketing) [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [client retention](https://blog.monitorbase.com/tag/client-retention) [Read More](https://blog.monitorbase.com/retention-rockstar-strategy-discussion-effectively-following-up) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Group%20Coaching%20Call%20Thumbnail%20.png?width=1280&height=720&name=Group%20Coaching%20Call%20Thumbnail%20.png) ](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-april-2024) #### [Retention Rockstar Group Coaching Call April 2024](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-april-2024) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): Apr 9, 2024 12:00:00 AM 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;... [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) [Read More](https://blog.monitorbase.com/retention-rockstar-group-coaching-call-april-2024) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstars%20April%202024%20Updated-1.png?width=1280&height=720&name=Retention%20Rockstars%20April%202024%20Updated-1.png) ](https://blog.monitorbase.com/retention-rockstars-0) 1 min read #### [Retention Rockstar™: Getting Ahead of the Mortgage Credit Trigger](https://blog.monitorbase.com/retention-rockstars-0) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Apr 3, 2024 12:00:00 AM Today's MonitorBase Retention Rockstar™ video blog focuses on staying ahead of mortgage credit triggers amid increased scrutiny and regulation.... [predictive alert](https://blog.monitorbase.com/tag/predictive-alert) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [credit trigger](https://blog.monitorbase.com/tag/credit-trigger) [Prescreen credit](https://blog.monitorbase.com/tag/prescreen-credit) [Read More](https://blog.monitorbase.com/retention-rockstars-0) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/pexels-photomix-company-95916-1.jpg?width=4608&height=3072&name=pexels-photomix-company-95916-1.jpg) ](https://blog.monitorbase.com/retention-rockstars) #### [Retention Rockstar™ Discussion: Saving Money on Credit Reports](https://blog.monitorbase.com/retention-rockstars) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Feb 28, 2024 12:00:00 AM Many loan originators have recently spent upwards of $600 on credit reports. This can be detrimental when spending that much on credit reports... [predictive alert](https://blog.monitorbase.com/tag/predictive-alert) [Relationship Retention](https://blog.monitorbase.com/tag/relationship-retention) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [Prescreen credit](https://blog.monitorbase.com/tag/prescreen-credit) [Read More](https://blog.monitorbase.com/retention-rockstars) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstars%20September%202023%20(1)-1.png?width=1280&height=720&name=Retention%20Rockstars%20September%202023%20(1)-1.png) ](https://blog.monitorbase.com/helocs-in-current-market) 1 min read #### [Retention RockStars™ Discussion: Why HELOCs are Still Relevant to Originators](https://blog.monitorbase.com/helocs-in-current-market) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Sep 14, 2023 12:00:00 AM Are Helocs (Home Equity Lines of Credit) and debt consolidation still relevant to originators in today's market? That is the topic in this month's... [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [monitorbase alerts](https://blog.monitorbase.com/tag/monitorbase-alerts) [debt consolidation](https://blog.monitorbase.com/tag/debt-consolidation) [Read More](https://blog.monitorbase.com/helocs-in-current-market) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstars%20Credit%20Triggers%20(1)-1.png?width=1280&height=720&name=Retention%20Rockstars%20Credit%20Triggers%20(1)-1.png) ](https://blog.monitorbase.com/credit-trigger-ban) 1 min read #### [Retention Rockstar™ Discussion: Will Credit Triggers Get Banned?](https://blog.monitorbase.com/credit-trigger-ban) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Jul 19, 2023 12:00:00 AM Will credit trigger leads get banned? Credit triggers have been intensely discussed as of late and are the focus of our conversation success in this... [credit inquiry](https://blog.monitorbase.com/tag/credit-inquiry) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [credit alerts](https://blog.monitorbase.com/tag/credit-alerts) [credit triggers](https://blog.monitorbase.com/tag/credit-triggers) [monitorbase alerts](https://blog.monitorbase.com/tag/monitorbase-alerts) [Read More](https://blog.monitorbase.com/credit-trigger-ban) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Retention%20Rockstar%20June%20Video%20Thumbnail-1.png?width=1280&height=720&name=Retention%20Rockstar%20June%20Video%20Thumbnail-1.png) ](https://blog.monitorbase.com/retention-rockstar-strategy-engaging-with-your-monitorbase-alerts) #### [Retention Rockstar™ Strategy: Engaging with your MonitorBase alerts](https://blog.monitorbase.com/retention-rockstar-strategy-engaging-with-your-monitorbase-alerts) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Jun 28, 2023 12:00:00 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... [Database Retention System](https://blog.monitorbase.com/tag/database-retention-system) [retention rockstar](https://blog.monitorbase.com/tag/retention-rockstar) [monitorbase alerts](https://blog.monitorbase.com/tag/monitorbase-alerts) [Read More](https://blog.monitorbase.com/retention-rockstar-strategy-engaging-with-your-monitorbase-alerts) [ Prev ](https://blog.monitorbase.com/tag/retention-rockstar/page/1) [1](https://blog.monitorbase.com/tag/retention-rockstar/page/1) [2](https://blog.monitorbase.com/tag/retention-rockstar/page/2) [3](https://blog.monitorbase.com/tag/retention-rockstar/page/3) [ Next ](https://blog.monitorbase.com/tag/retention-rockstar/page/3)