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EVERY CONTACT MATTERS

Monitoring Contacts to Find Hidden Loans

Susan Is In The Market

Home Buyer Alerts

Client is a first-time or repeat homebuyer who is preparing to enter the market.

Home Seller Alerts

Homeowners who are likely preparing to sell their property soon. 

Cash-Out Refinance Alerts

Homeowners who are good candidates and could benefit from tapping into their home equity to access cash. 

Rate and Term Alerts

Clients who could benefit from adjusting their mortgage rate or term to improve their financial position.

MI Removal Alerts

Burrowers who are eligible to remove Mortgage Insurance (MI) based on equity and payment progress.

Second Home Alerts

Clients interested and eligible in purchasing a second home or vacation property. 

Reverse Mortgage Alerts

Senior homeowners who may benefit from converting their home equity into cash flow through a reverse mortgage.

Mortgage Inquiry

One of your contacts are shopping for a mortgage with a competitor.

New Homebuyer Inquiry

A contact or past client is entering the housing market.

EPO Warning

A client is actively shopping in their early payoff period.

Credit Score Migration

One of your contact's credit score has improved to meet your minimums.

Bankruptcy Migration

A contact's BK has met seasoning requirements.

Payment History Migration

The contact's mortgage payment history has improved.

Unscoreable Migration

A former contact's credit file is now scoreable.

Property for Sale

Contact in your database has listed a property for sale.

Property for Rent

One of your contact's addresses is listed for rent.

Cutting Edge Borrower Intelligence Technology

Our technology constantly scans your database of customers, contacts, leads, realtor databases or past clients.

We notify you when any of those contacts are ready for a mortgage transaction. We notify you of anyone who: just applied for a mortgage, improved their credit, listed their home for sale, or hundreds of other proven data points that predict the most likely homebuyers.

Database
Mail

Pre-qualified Inbound Phone Calls & Emails

We automatically send high converting email and direct mail offers of credit on your behalf which generates a consistent stream of inbound calls and emails… so you don’t have to spend so much time doing cold outreach and prospecting.

Warm, Qualified Mortgage Leads

We send mortgage leads (ALERTS) right to your inbox on a daily basis so that you can reach out in person and increase the effectiveness of your marketing.

Phone Messages
Lender Details

SoftPull - Instant Credit Pre-qualification

With SoftPull*, you can give your customers a way to start the process and get credit pre-qualified right from their phone. 

  • Share trackable links with referral partners so they can refer customers to you in the field.
  • Save big money on credit reports.
  • Your customer's credit is accessed as a soft credit inquiry, so it won't affect their score.
  • Get new customers into your funnel 24 hours a day, 7 days a week.

* MonitorBase SoftPull Feature is for inquiring about customers' credit criteria for mortgage qualifications. No other credit criteria apply.

 
CRM Integrations

Integrated with your technologies

We work with the tools you already use to seamlessly integrate our expertise into your business.

Taylor Hall
"We absolutely love SoftPull and offer it to every single one of our referral partners! They truly see the value in it and we find it is one thing that really sets us apart from the other companies. SoftPull is the best. =)"
Taylor Hall
Marketing Coordinator
Jason Deamer
"MonitorBase's expertise in getting me in contact with the appropriate borrowers is priceless. Also, their ability to notify me when my past clients are back in the market has been awesome!"
Jason Deamer
Founder
Tim Halverson
"Was able to connect with two clients that have pulled credit recently, and help them with what they needed, that I wouldn't have otherwise even known they were looking at financing."
Tim Halverson
Branch Manager


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