Tom Bonneau

Here are some script and playbook examples when reaching out to your customers after receiving an alert. We have created detailed Scripts & Playbooks for each type of MonitorBase Ale...

We have provided some basic instructions for setting up an integration between MonitorBase and your CRM or LOS.   If you are using a CRM other than Velocify, SureFire, BN Touch or Big Purple Dot; ...

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...

This article explains how to block alert delivery within your MonitorBase account. To get the most out of MonitorBase, you’ll want to turn on monitoring for all prospects and all ale...

Prospect has a low estimated LTV and a second mortgage or home equity line. Consolidation could be a good option. Alert Background:  This contact meets the minimum credit criteria se...

Predictive Marketing: How does it work? What is the Predictive Scenario Alert, and why would I need it if I have Inquiry Alerts?  Predictive Marketing Alerts are a form of database ma...

When to use SoftPull: Instant soft credit check. Why would you use the SoftPull instant credit check versus a full credit report?  In this short video, we discuss how SoftPull is much...

This article will guide you through the process of connecting or integrating your MonitorBase account with your Velocify account. You can connect your Velocify CRM to MonitorBase to ...

How the estimated LTV Ratio on MonitorBase Predictive and Migration Alerts are calculated.   After the initial downpayment made on a loan, two things can affect a home's LTV ratio, t...

New to MonitorBase? Start here.. If you are new to MonitorBase this is a quick video series that will get you started!  Click the first video to get started..     Read Next:Get sta...