Tom Bonneau
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Recent activity by Tom Bonneau-
How do I view email marketing activity in MonitorBase?
How to view your automated email marketing activity in your account. If your company has enabled email marketing offers on your MonitorBase Alerts an email will be sent to any alert t...
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How often should I update my monitored database?
How often should I update my monitored database of contacts in my MonitorBase account? We have many users asking the question "how often should I update my monitored database, and wha...
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Retention Rockstar Community Coaching Call Recording #5
The key highlights from the fifth of our ongoing monthly coaching calls: The main focus of this month’s call is the three things mortgage professionals look for when finding deals: Ca...
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How do I activate my account?
Activating your MonitorBase account for the first time. Now that your company has been approved and on-boarded and you have requested an account be created for you, here is how to act...
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December 2020 - SolarWinds Orion Hack
Updated January 11, 2020 MonitorBase has been keeping a close eye on developments in the cyberattacks linked to the SolarWinds Orion platform, identified in December of 2020. The malw...
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Predictive Debt Consolidation Scenario - MBai130 - Script & Playbook
The contact could benefit from a cash-out to pay off revolving debt. Based on the estimated rate and LTV there could be a monthly saving. Alert Background: This contact meets the mi...
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How do I download my files from MonitorBase?
How do I download files sent to me from MonitorBase? If you receive an email from MonitorBase like the one depicted here it means you have a new file to download from MonitorBase. Y...
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What is the Estimated Monthly Savings (Debt Consolidation)
The Estimated Monthly Savings (debt consolidation) is a calculation we do for you so you can easily see if there is a net monthly savings if the contact were to do a cash-out debt consol...
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How do I integrate BN Touch with my MonitorBase account?
Learn more about integrating your BN Touch CRM with MonitorBase to receive your alerts within the BN Touch platform. We are glad to offer an integration between BN Touch and MonitorBa...
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How do I use borrower retention alerts?
What are borrower retention alerts and how should I use them? Borrower Retention means finding the 1.5% of your past database in the market for a new mortgage each month. Old-school p...