Tom Bonneau
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Articles
Recent activity by Tom Bonneau-
Predictive Debt Consolidation Scenario - MBai134 - Script & Playbook
VA loan. High interest revolving debt. Could be a good conversation to discuss net monthly savings with a 100% cash-out refinance to pay off revolving debt and have the benefit of tax d...
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Retention Rockstar Community Coaching Call Recording #9
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...
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Predictive Debt Consolidation Scenario - MBai155 - Script & Playbook
VA loan and open HELOC with balance. 100% cash-out to consolidate my be beneficial. Alert Background: This contact meets the minimum credit criteria set by your organization. The ...
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How to join the Facebook MonitorBase Insider Group
Join the discussion and get marketing best practices, industry stats, and use cases that will help you get the most out of your MonitorBase platform. To join the Facebook "MonitorBase...
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Retention Rockstar Community Coaching Call Recording #10
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...
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Predictive Debt Consolidation Scenario - MBai156 - Script & Playbook
VA loan and open second mortgage. 100% cash-out to consolidate for a net monthly savings could be a benefit. Alert Background: This contact meets the minimum credit criteria set by ...
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Predictive Debt Consolidation Scenario - MBai157 - Script & Playbook
The contact has a home equity line with an open balance and reasonable equity. A comparison showing net monthly savings to consolidate the home equity line may be of interest. Alert ...
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Predictive Debt Consolidation Scenario - MBai158 - Script & Playbook
The contact has high aggregate revolving debt payments, and behavior shows a cash-out is likely in the next 90 days. Alert Background: This contact meets the minimum credit criteri...
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Predictive Debt Consolidation Scenario - MBai159 - Script & Playbook
Contact has high personal finance installment trade debt payments, and behavior shows a cash-out is likely in the next 90 days. Alert Background: This contact meets the minimum cred...
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Predictive Home Seller Scenario - MBai100 - Script & Playbook
The contact's property for the address on file has likely been listed for sale by owner. This is a good time to reach out to see if they need financing for their next purchase or a refe...