Getting started with Borrower Retention Alerts.

Getting started with Borrower Retention Alerts

Get started with your Borrower Retention Alerts: Inquiry Alerts, Migration Alerts, Pre-mover Alerts, and Predictive Marketing Automation.  For getting started with SoftPull, see Get started with SoftPull instant credit check technology



1.  Getting MonitorBase account access.  

If you aren't sure if your lender is approved with MonitorBase, or if you still need pricing and an onboarding package, talk to our sales team to request set-up information.  If your company is already set up, browse the sections below to get started!  

2.  Uploading your database(s) for monitoring.

3.  Enabling / disabling monitoring and alert types. 

4. What happens when you start getting alerts?

Product One-Sheets: 
Inquiry alert one-sheet
Migration alert one-sheet
Pre-mover alert one-sheet
Predictive marketing one-sheet
Email marketing one-sheet