Knowledge Base
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Getting Started and Training
Borrower Retention Alerts
SoftPull
MonitorBase Insider Articles
Borrower Retention Alerts
Importing Contacts
Inquiry Alerts
Migration Alerts
Predictive Marketing Alerts
Pre-mover Alerts
Scripts & Playbooks
Alert Settings
Personalizing Marketing Offers
Organizing Your Contacts
Contact Engagement
SoftPull Instant Credit Check
SoftPull Settings
Sharing with Clients
Sharing with Referral Sources
Integrations
CRM Integrations
Account Settings
Billing
MonitorBase University
Recommendations
Credit Pre-Screening
Important Client Updates
Video Archive
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Getting Started and Training
If you are new to MonitorBase or wish to get additional training to brush up on your skills, see the articles below.
Borrower Retention Alerts
Borrower Intelligence Alerts let you know who in your contact database is entering the market for a mortgage.
SoftPull Instant Credit Check
SoftPull instant credit check is a tool to allow your borrowers to get an instant soft credit check to see which of your products they qualify for.
Integrations
MonitorBase Integrates with many industry-leading CRMs. We also have API documentation for creating custom integrations.
Account Settings
How to customize your MonitorBase account.
