What is an Inquiry Alert?

What is a MonitorBase Inquiry alert and what does it mean to you?

An inquiry alert is an alert notifying you that one of the contacts in your contact database has applied for a mortgage with a competitor. Inquiry alerts allow you to reach out and retain your clients before they get too far in the process with a competitor.  Quite often, they aren't completely sold on the other lender, and they will happily have a discussion with you to get a second opinion.

What should I do next?

•  Click here to see the Script & Playbook for Inquiry Alerts!  This will give you a step-by-step playbook for handling these conversations to retain your client.
• Watch this video for what it means when you get an inquiry alert. 
• For more info, see: Get started with Database Monitoring Alerts.