--- title: "MonitorBase: Mortgage Market Insights | client retention" description: client retention | 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 ### client retention [![](https://blog.monitorbase.com/hs-fs/hubfs/social-suggested-images/predictive_analytics.jpg?width=1000&height=667&name=predictive_analytics.jpg) ](https://blog.monitorbase.com/the-trigger-leads-ban-is-here-heres-what-it-means-for-lenders-and-how-to-stay-ahead) 2 min read #### [The Trigger Leads Ban Is Here—Here’s What It Means for Lenders and How to Stay Ahead](https://blog.monitorbase.com/the-trigger-leads-ban-is-here-heres-what-it-means-for-lenders-and-how-to-stay-ahead) ![Picture of Brian Vacanti](https://blog.monitorbase.com/hs-fs/hubfs/Brian%20headshot.png?width=30&name=Brian%20headshot.png) [Brian Vacanti](https://blog.monitorbase.com/author/brian-vacanti): Aug 18, 2025 3:39:51 PM The Trigger Leads Ban: What You Need to Know Federal legislation banning traditional mortgage trigger leads has officially passed the Senate and is... [Every Contact Matters](https://blog.monitorbase.com/tag/every-contact-matters) [mortgage triggers](https://blog.monitorbase.com/tag/mortgage-triggers) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [database monitoring](https://blog.monitorbase.com/tag/database-monitoring) [client retention](https://blog.monitorbase.com/tag/client-retention) [trigger](https://blog.monitorbase.com/tag/trigger) [contact database](https://blog.monitorbase.com/tag/contact-database) [Sales Pipeline](https://blog.monitorbase.com/tag/sales-pipeline) [triggers](https://blog.monitorbase.com/tag/triggers) [Read More](https://blog.monitorbase.com/the-trigger-leads-ban-is-here-heres-what-it-means-for-lenders-and-how-to-stay-ahead) [![](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/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/mine-equipment.png?width=1080&height=1080&name=mine-equipment.png) ](https://blog.monitorbase.com/how-a-1000-contact-database-can-produce-8-18-transactions-a-month) 4 min read #### [How a 1,000-contact database can produce 8-18 transactions a month](https://blog.monitorbase.com/how-a-1000-contact-database-can-produce-8-18-transactions-a-month) [William LeBaron](https://blog.monitorbase.com/author/william-lebaron): May 23, 2023 12:00:00 AM One of the biggest misconceptions in the mortgage industry is the belief that our customers are mostly coming back to us for their next loan. It’s a... [Database Retention System](https://blog.monitorbase.com/tag/database-retention-system) [home buyer marketing](https://blog.monitorbase.com/tag/home-buyer-marketing) [home sellers](https://blog.monitorbase.com/tag/home-sellers) [client retention](https://blog.monitorbase.com/tag/client-retention) [Database Recapture](https://blog.monitorbase.com/tag/database-recapture) [database marketing](https://blog.monitorbase.com/tag/database-marketing) [Read More](https://blog.monitorbase.com/how-a-1000-contact-database-can-produce-8-18-transactions-a-month) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/Trasure%20Featured%20Image-1.png?width=1750&height=875&name=Trasure%20Featured%20Image-1.png) ](https://blog.monitorbase.com/treasure-in-your-database) 1 min read #### [Treasure In Your Database: How Lenders Can Find Loans In Their Database](https://blog.monitorbase.com/treasure-in-your-database) [MonitorBase](https://blog.monitorbase.com/author/monitorbase): Dec 1, 2022 12:00:00 AM There are these Instagram accounts of treasure hunters with metal detectors and gadgets that help them find mysteriously hidden treasure in all kinds... [client retention](https://blog.monitorbase.com/tag/client-retention) [Database Recapture](https://blog.monitorbase.com/tag/database-recapture) [client database](https://blog.monitorbase.com/tag/client-database) [Read More](https://blog.monitorbase.com/treasure-in-your-database) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/mbi728-1.jpg?width=275&height=183&name=mbi728-1.jpg) ](https://blog.monitorbase.com/mb-insider-trend-applications-and-inventory) 2 min read #### [MB Insider Trends: Applications and Inventory](https://blog.monitorbase.com/mb-insider-trend-applications-and-inventory) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jul 28, 2020 12:00:00 AM Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [Facebook Group](https://blog.monitorbase.com/tag/facebook-group) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [how to](https://blog.monitorbase.com/tag/how-to) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [customer service](https://blog.monitorbase.com/tag/customer-service) [client retention](https://blog.monitorbase.com/tag/client-retention) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [future buyers](https://blog.monitorbase.com/tag/future-buyers) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trend-applications-and-inventory) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/trends-Apr-11-2025-01-46-04-6134-PM.jpg?width=1200&height=627&name=trends-Apr-11-2025-01-46-04-6134-PM.jpg) ](https://blog.monitorbase.com/mb-insider-trend-creating-more-deals-out-of-a-refinance) 2 min read #### [MB Insider Trends: How to Make More Refis = More Purchases](https://blog.monitorbase.com/mb-insider-trend-creating-more-deals-out-of-a-refinance) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jul 15, 2020 12:00:00 AM Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [Facebook Group](https://blog.monitorbase.com/tag/facebook-group) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [how to](https://blog.monitorbase.com/tag/how-to) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [customer service](https://blog.monitorbase.com/tag/customer-service) [client retention](https://blog.monitorbase.com/tag/client-retention) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [future buyers](https://blog.monitorbase.com/tag/future-buyers) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trend-creating-more-deals-out-of-a-refinance) 2 min read #### [MB Insider Trends: How to Create a Future Purchase Pipeline](https://blog.monitorbase.com/mb-insider-trend-how-to-create-a-future-purchase-pipeline) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jul 10, 2020 12:00:00 AM Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [Facebook Group](https://blog.monitorbase.com/tag/facebook-group) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [how to](https://blog.monitorbase.com/tag/how-to) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [customer service](https://blog.monitorbase.com/tag/customer-service) [client retention](https://blog.monitorbase.com/tag/client-retention) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [future buyers](https://blog.monitorbase.com/tag/future-buyers) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trend-how-to-create-a-future-purchase-pipeline) [![](https://blog.monitorbase.com/hs-fs/hubfs/Imported_Blog_Media/backgroud%20cropped-Apr-11-2025-01-48-28-9340-PM.png?width=2016&height=785&name=backgroud%20cropped-Apr-11-2025-01-48-28-9340-PM.png) ](https://blog.monitorbase.com/mb-insider-trends-dont-neglect-the-borrower) 2 min read #### [MB Insider Trends: Don't Let This Happen To Your Clients](https://blog.monitorbase.com/mb-insider-trends-dont-neglect-the-borrower) [Louis Zitting](https://blog.monitorbase.com/author/louis-zitting): Jun 25, 2020 12:00:00 AM Interested in seeing where the hot spots are in mortgage originations? Here are some interesting stats that we are seeing in the data right now. [epo warning](https://blog.monitorbase.com/tag/epo-warning) [Facebook Group](https://blog.monitorbase.com/tag/facebook-group) [credit migration](https://blog.monitorbase.com/tag/credit-migration) [mortgage trigger](https://blog.monitorbase.com/tag/mortgage-trigger) [customer service](https://blog.monitorbase.com/tag/customer-service) [client retention](https://blog.monitorbase.com/tag/client-retention) [inquiry alerts](https://blog.monitorbase.com/tag/inquiry-alerts) [refinance](https://blog.monitorbase.com/tag/refinance) [first time home buyer](https://blog.monitorbase.com/tag/first-time-home-buyer) [weekly trends](https://blog.monitorbase.com/tag/weekly-trends) [early pay off](https://blog.monitorbase.com/tag/early-pay-off) [mortgage inquiry](https://blog.monitorbase.com/tag/mortgage-inquiry) [Read More](https://blog.monitorbase.com/mb-insider-trends-dont-neglect-the-borrower)