Here are some script and playbook examples when reaching out to your customers after receiving an alert.
We have created detailed Scripts & Playbooks for each type of MonitorBase Alert.
Inquiry Alert Script & Playbook: Inquiry Alert - Inquiry Alert Intel MBai2
Predictive Scripts & Playbooks: Predictive Scenario Alert Directory
Migration Scripts & Playbooks: Migration Alert Directory
You can also see a specific Script & Playbook for each individual alert by searching above.
Below are more generic sample scripts to get you started with your database marketing alerts. To learn more, see Get started with Database Monitoring Alerts.
MonitorBase Inquiry Alert Script Example:
Hi Emily, it’s _________ with LENDER NAME. We worked together on PRODUCT about _____ Years/months ago. I'm reaching out because, at LENDER NAME, I have a system that periodically pre-qualifies my clients, and your name came up as someone who may be in the market. I've emailed (or mailed) you a pre-qualification letter, and I wanted to see if that was something I could help you with. [Let them tell you they just applied for a mortgage and what they are trying to do.]
MonitorBase Migration Alert Script Example:
Hi Emily, it’s _________ with LENDER NAME. We spoke back in _______ about a PRODUCT. I have a system to periodically pre-qualify my past clients, and your file came up; it looks like your credit has improved to meet our credit qualifications. I have sent you a pre-qualification letter via email (or mail). Are you still looking into getting PRODUCT now that your credit has improved?
MonitorBase Predictive Marketing Script Example:
Hi Emily, it’s _________ with LENDER NAME. We worked together on PRODUCT about _____ Years/months ago. I'm reaching out because at LENDER NAME, I have a system that periodically pre-qualifies my clients, and your name came up as someone who may be in the market for a mortgage. I've sent you a pre-qualification letter via email (or mail), and I wanted to see if that was something I could help you with.
MonitorBase Pre-mover Alert Script Example:
Hi Emily, it’s _________ with LENDER NAME. We worked together on PRODUCT about _____ Years/months ago. I'm reaching out because, at LENDER NAME, I have a system that monitors my local market for homes that may be showing up on the market for sale (or rent). Are you currently in the market to make a move? Could I send you some info on pre-qualifying for your next home?
MonitorBase Payoff Alert Script Example:
Customer Rebuttals:
How did you get my credit info? - We periodically pre-qualify people in our marketplace to offer them an offer of credit. This information is available to reputable lenders that can, in turn, provide you with an offer.
Did you pull my credit? – No, we pre-screened your credit. It is only a soft promotional inquiry and doesn't affect your credit.
I don't like this; how can I opt out? – There is an opt-out on the bottom of the letter we sent; you can call 1-888-567-8688 and opt-out with the credit bureaus from receiving any credit offers in the future. In addition, I can add you to our internal opt-out list if you like.
*Note: The above scripts are examples and do not constitute legal advice from MonitorBase. You must comply with all state and federal laws as well as the policies of your organization.