Tom Bonneau

Past client triggers and marketing automation Your past clients are your most valuable marketing asset.  1.5-2% of your past client database is applying for a mortgage each month.  Pa...

What is a Pre-Mover Listing and what to do about it? A Pre-Mover Listing alert is one of the monitoring types you can enable with MonitorBase Database Marketing Alerts.   What is a Pr...

Resources for getting started with SoftPull instant credit technology. Here are articles and training material for getting started with SoftPull instant soft inquiry technology.  For...

How to view and pay your invoices within your account. If you receive an email saying that you have a new or outstanding invoice with MonitorBase or you want to look at the invoices t...

With MonitorBase's Data Enrichment tool, you can upload names and email addresses alone. MonitorBase will automatically append street addresses to the data from Experian's records to be ...

Applying automatic credit monitoring to your SoftPull submissions in your account. Any person that fills out a SoftPull submission with you will automatically go into your “prospects”...

Top of Mind - Surefire mortgage CRM Integration You can enable integration between your MonitorBase account and Surefire CRM (Black Knight).  The integration will allow you to automat...

Adding and removing tags for prospects in your Monitorbase account. This will help you keep track of your various groups of prospects. Adding Tags to your prospects: After logging in...

Setting your Softpull to Test Mode so you can see what your clients will see or to demo the system to a referral partner. MonitorBase SoftPull is a useful tool that you can extend ...

How to enable or disable monitoring for contacts in Monitorbase. Steps to Enable Monitoring: Click "Contacts" on the left-hand menu to take you to the contacts page of MonitorBase. On...