Tom Bonneau

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...

Here's how you can find out if anyone in your database is ready for a refi or to get back in the market. Rate Watch predictive alerts tell you when someone in your database is ready ...

This article will show you how to navigate to the correct page in your MonitorBase account to make your preferred payment method ACH and input your information. Login to your Monito...

The contact has a high predictive score indicating their credit-related behavior shows a high propensity to start a mortgage transaction within 90 days. Alert Background: This contact...

Step-by-step instructions for updating or changing information for your prospects. First, log into your Monitorbase account. Then Navigate to your prospects list and click on the name...

This article outlines the key requirements that must be met in order to pass a physical on-site inspection in order to allow MonitorBase to provide prescreened credit data. In order ...

This is how you view SoftPull submissions when a prospect or borrower completes your SoftPull instant credit check. Each time a customer completes a SoftPull submission, they will re...

Mapping contact fields to the correct prospect fields when uploading contacts to be monitored for borrower retention alerts. The purpose of mapping is to match up the information in y...

Learn more about connecting your Elle Mae - Encompass system to MonitorBase. We are glad to offer an integration between MonitorBase and Encompass. The benefits of this integrating Mo...

One of the key benefits of prescreened firm offers of credit is that they can help to solve equal housing opportunity problems by making credit available to people in all communities, re...