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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
Marketing Information
MonitorBase University
Recommendations
Credit Pre-Screening
Important Client Updates
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Knowledge Base
Borrower Retention Alerts
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
Marketing Information
MonitorBase University
Recommendations
Credit Pre-Screening
Important Client Updates
Borrower Retention Alerts
Borrower Intelligence Alerts let you know who in your contact database is entering the market for a mortgage.
Firm offer of credit requirements for prescreened lists
How can firm offers of credit help underserved or rural communities gain access to credit?
How Can Firm Offers of Credit Help Solve Equal Housing Opportunity Problems?
Estimated Current LTV (Loan To Value) Ratio
How to identify home sellers
How do I use borrower retention alerts?
How do I generate my own mortgage leads?
When do I start getting alerts?
Importing Contacts
What is Contact Enrichment?
Where do I find a template CSV file for uploading prospects?
How do I upload contacts to monitor?
Mapping contact import fields when importing prospects.
How often should I update my monitored database?
How do I convert an Excel file into a CSV file?
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Inquiry Alerts
What is an Inquiry Alert?
What is an early payoff warning?
Past client triggers and marketing automation
Migration Alerts
What is a Credit Migration alert?
Credit Migration Alert Intel Directory
Predictive Marketing Alerts
Equity Watch Alerts on Your Database
Rate Watch Alerts on Your Database
Rate Watch Alerts
What are Predictive Alerts?
How does predictive marketing work?
Predictive Scenario Alert Intel Directory
What is the Estimated Monthly Savings (Debt Consolidation)
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Pre-mover Alerts
What is a pre-mover alert?
Scripts & Playbooks
Predictive Cash-out Scenario - MBai3016 - Script & Playbook
Real-time Mortgage Inquiry Alert - MBai3017 - Script & Playbook
Predictive Refinance Scenario - MBai138 - Script & Playbook
Predictive Refinance Scenario - MBai105 - Script & Playbook
Predictive Refinance Scenario - MBai38 - Script & Playbook
Predictive Refinance Scenario - MBai136 - Script & Playbook
Predictive Refinance Scenario - MBai129 - Script & Playbook
Predictive Refinance Scenario - MBai144 - Script & Playbook
Predictive Refinance Scenario - MBai142 - Script & Playbook
Predictive Refinance Scenario - MBai143 - Script & Playbook
Predictive Refinance Scenario - MBai141 - Script & Playbook
Predictive Refinance Scenario - MBai30 - Script & Playbook
Predictive Home Buyer Scenario - MBai3015 - Script & Playbook
Predictive Reverse Mortgage Scenario - MBai146 - Script & Playbook
Predictive Behavior Scenario - MBai40 - Script and Playbook
Predictive Behavior Scenario - MBai39 - Script & Playbook
Predictive Refinance Scenario - MBai145 - Script & Playbook
Predictive Cash-out Scenario - MBai151 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai157 - Script & Playbook
Predictive Cash-out Scenario - MBai153 - Script & Playbook
Predictive Cash-out Scenario - MBai152 - Script & Playbook
Credit Migration Alert - MBai7 - Script & Playbook
Credit Migration Alert - MBai16 - Script & Playbook
Credit Migration Alert - MBai15 - Script & Playbook
Credit Migration Alert - MBai14 - Script & Playbook
Credit Migration Alert - MBai13 - Script & Playbook
Credit Migration Alert - MBai6 - Script & Playbook
Credit Migration Alert - MBai11 - Script & Playbook
Credit Migration Alert - MBai8 - Script & Playbook
Credit Migration Alert - MBai3 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai134 - Script & Playbook
Predictive Cash-out Scenario - MBai154 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai34 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai156 - Script & Playbook
Predictive Home Seller Scenario - MBai100 - Script & Playbook
Predictive Home Seller Scenario - MBai106 - Script & Playbook
Predictive Home Buyer Scenario - MBai160 - Script & Playbook
Predictive Home Buyer Scenario - MBai163 - Script & Playbook
Predictive Home Seller Scenario - MBai162 - Script & Playbook
Predictive Home Buyer Scenario - MBai161 - Script & Playbook
Predictive Home Buyer Scenario - MBai28 - Script & Playbook
Predictive Home Buyer Scenario - MBai150 - Script & Playbook
Predictive Refinance Scenario - MBai27 - Script & Playbook
Predictive Cash-out Scenario - MBai132 - Script & Playbook
Mortgage Inquiry Alert - MBai2 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai133 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai131 - Script & Playbook
Predictive Home Buyer Scenario - MBai99 - Script & Playbook
Predictive Home Buyer Scenario - MBai37 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai130 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai158 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai159 - Script & Playbook
Predictive Debt Consolidation Scenario - MBai155 - Script & Playbook
Predictive Home Buyer Scenario - MBai149 - Script & Playbook
Predictive Refinance Scenario - MBai108 - Script & Playbook
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Alert Settings
How do I enable and disable monitoring for prospects?
Personalizing Marketing Offers
What email address does MonitorBase use to send out the firm offer of credit to my client?
How do I preview personalized email firm offer samples?
How do I personalize my email and direct mail offers?
Organizing Your Contacts
How do I add and remove Tags for prospects?
How do I monitor contacts from referral partners?
Contact Engagement
What do I do when I receive my first alert?
How do I reach out to my MonitorBase alerts?
How do I respond when a client engages with my automated marketing emails?
Script and Playbook examples for following up on your MonitorBase alerts.
How do I view email marketing activity in MonitorBase?
How do I search confirmation codes from my direct mail offers?
How do I view my inbound call logs?
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