MonitorBase Insights

Retention Rockstar Strategy: Sales Pipeline Protection

MonitorBase: Jun 4, 2024 9:58:25 AM

Loan officers often lose clients from their pipeline to competitors, which affects business relationships and revenue. In today's Retention Rockstar...

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;...

1 min read

Retention Rockstar Strategy: How To Better Retain and Engage Clients

MonitorBase: May 8, 2024 9:30:00 AM

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

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;...

1 min read

Retention Rockstar™: Getting Ahead of the Mortgage Credit Trigger

MonitorBase: Apr 3, 2024 2:06:59 PM

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

Retention Rockstar™ Discussion: Saving Money on Credit Reports

MonitorBase: Feb 28, 2024 11:23:01 AM

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