Borrower Retention Alerts

Burrower Retention Alerts

• How to identify home sellers
• 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 do I use borrower retention alerts?

See all 8 articles

Importing Contacts

• What is Contact Enrichment?
• How do I convert an Excel file into a CSV file?
• How do I upload contacts to monitor?
• Mapping contact import fields when importing prospects.
• How often should I update my monitored database?
• Where do I find a template CSV file for uploading prospects?

Inquiry Alerts

• What is an Inquiry Alert?
• What is an early payoff warning?
• Past client triggers and marketing automation

Predictive Scenario Alerts

• What are Predictive Scenario Alerts?
• Equity Watch Alerts on Your Database
• Rate Watch Alerts on Your Database
• Rate Watch Alerts
• How Does Predictive Marketing Work?
• What is the Estimated Monthly Savings (Debt Consolidation)

See all 7 articles

Migration Alerts

• What is a Credit Migration alert?
• Credit Migration Alert Intel Directory

Listing Alerts

• What is a Pre-Mover Listing alert?

Alert Settings

• How do I enable and disable monitoring for prospects?

Scripts & Playbooks

• Mortgage Inquiry Alert - MBai2 - Script & Playbook
• Real-time Mortgage Inquiry Alert - MBai3017 - Script & Playbook
• Predictive Behavior Scenario - MBai39 - Script & Playbook
• Predictive Behavior Scenario - MBai40 - Script and Playbook
• Predictive Debt Consolidation Scenario - MBai34 - Script & Playbook
• Predictive Debt Consolidation Scenario - MBai130 - Script & Playbook

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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?