Tom Bonneau

Below, we will explain how MonitorBase complies with the CCPA and how it relates to our products and services. MonitorBase as a Service MonitorBase provides services to financial in...

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 mortga...

An integration can help automate and facilitate your MonitorBase experience by linking our system with your CRM or LOS. MonitorBase and API Integration 101 Here at MonitorBase, we st...

The key highlights from the tenth of our ongoing monthly coaching calls: Using the OnDemand Effectively: Start with broad search criteria to avoid zero results. Use the Reset All b...

The key highlights from the ninth of our ongoing monthly coaching calls: Relationship-Driven Conversations: When working with scrubbed leads, it’s crucial to craft precise scripts th...

The key highlights from the sixth of our ongoing monthly coaching calls: Focus on Marketing Strategy: Importance of simplifying marketing strategy. Based on a series of questions p...

The key highlights from the fourth of our ongoing monthly coaching calls: New Product Introduction: The call introduces a new product called OnDemand, which is currently in its b...

The key highlights from the eighth of our ongoing monthly coaching calls: Customer Retention Challenge: Most mortgage clients do not return to their original lender for their next l...

The key highlights from the third of our ongoing monthly coaching calls: Pipeline Protection and Relationship Retention: Our Main Focus on this call Pipeline Protection: Prevents any curre...

The first of our ongoing monthly coaching calls, key highlights include: Market Challenges and Opportunities: Finding new ways to generate business and capture more deals by utiliz...