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MonitorBase Insights

Mortgage Marketing Strategies

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retention rockstar

Retention Rockstar Group Coaching Call June 2024

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...

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Retention Rockstar Strategy: Sales Pipeline Protection

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

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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;...

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1 min read

Retention Rockstar Strategy: How To Better Retain and Engage Clients

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

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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;...

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1 min read

Retention Rockstar™: Getting Ahead of the Mortgage Credit Trigger

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

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Retention Rockstar™ Discussion: Saving Money on Credit Reports

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

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1 min read

Retention RockStars™ Discussion: Why HELOCs are Still Relevant to Originators

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...

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1 min read

Retention Rockstar™ Discussion: Will Credit Triggers Get Banned?

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...

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Retention Rockstar™ Strategy: Engaging with your MonitorBase alerts

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...

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