What contacts should I upload to my account?

What type of contacts you should be monitoring for Database Marketing alerts and why.

What should I upload to MonitorBase, and what information do I need to upload a file to MonitorBase?  You only need basic contact info (name, street address OR email OR phone number) to monitor a consumer for credit based events.  If you don't have the street address, MonitorBase will append a street address that best matches that email and/or phone number. 

Here are some examples of prospects that would be beneficial to monitor:

  • You past funded loans.
  • Your credit denied, withdrawn, or "not quite ready" borrowers. 
  • Contacts from your CRM or Loan Origination Software.
  • Prospects that have worked with your referral partners.
  • Leads that you have purchased in the past.
  • Prospects that would recognize your name or brand in your local market.
  • Local affinity groups or organizations.

Watch this quick video for more info.  To learn more about database marketing alerts, see Get started with Database Monitoring Alerts.