Tom Bonneau
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Articles
Recent activity by Tom Bonneau-
How do I reset my login username or password
I forgot my login username or password, how do I reset it? Forgot your login? If you can’t remember or don’t know your username or password for your MonitorBase Account, no worries! ...
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Retention Rockstar Community Coaching Call Recording #7
The key highlights from the seventh of our ongoing monthly coaching calls: Annual Mortgage Trends: Post-holiday mortgage activity often surges around January 2nd when people make f...
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Predictive Debt Consolidation Scenario - MBai133 - Script & Playbook
Contact has an open home equity line and a near or higher than the market rate on their 1st mortgage. Might benefit from a cash-out to consolidate their home equity line. Alert Backg...
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When do I start getting alerts?
You've uploaded your data into MonitorBase, and now you're wondering when your alerts are going to come through. Read more to learn when you should expect to receive alerts. If you've...
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How does a soft credit inquiry affect my customer's credit?
What is a soft credit inquiry and does a soft credit inquiry affect your customer's credit score? A soft credit inquiry does not affect your customer's credit score. Soft inquiries a...
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How do I edit my notification settings?
How to customize your various alert notifications in your MonitorBase account. To customize which events you would like to receive email or text notifications, go to your profile ic...
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How can I know which company has pulled my client's credit?
This article explains why Experian does not give us the information detailing which company has pulled your client's credit. Perhaps you've received an inquiry alert for your past cli...
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California Consumer Privacy Act - CCPA
Below, we will explain how MonitorBase complies with the CCPA and how it relates to our products and services. MonitorBase as a Service MonitorBase provides services to financial in...
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Retention Rockstar Community Coaching Call Recording #8
The key highlights from the eighth of our ongoing monthly coaching calls: Customer Retention Challenge: Most mortgage clients do not return to their original lender for their next l...
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How do I access advanced alert settings?
How to change your advanced alert settings to enable and disable certain alert types. Predictive alerts use our algorithm to let you know when your past client or prospect is showing ...