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EVERY CONTACT MATTERS

Monitoring Contacts to Find Hidden Loans

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The #1 Borrower Retention System
For Mortgage Origination

You spent the time and effort to build the relationship, so keep it!  Borrower retention alerts include Inquiry Alerts, Credit Migration Alerts, Listing Alerts, and Predictive Scenario Alerts.

Why Choose MonitorBase?

  • Retail Loan Officer Success – Our technology has helped the industry's most prominent retail mortgage loan officers retain borrowers and identity loans in their contacts.  
  • Alert Accuracy – Data quality (data provided by Experian™), enhanced partnerships, and proprietary technology allow us to provide high-quality alerts to save loan officers time and money. 
  • Cost Effective – Our pricing is customized for every mortgage professional, whether you are a loan officer or enterprise lender; our pricing plans are built to drive results.
  •  Leader of Borrower Retention – Since 2007, MonitorBase has been through many market changes and continues to provide high-level value to the largest mortgage lenders in the U.S.

This Is How We Do It!

Predictive Scenario Alerts

Our proprietary technology gives LOs exclusive pre-market opportunities by highlighting clients who are likely to start a loan within the next 90 days, getting them ahead of the competition. 

Predictive Scenario Alerts break down into seven different categories:

Predictive - Home Buyers Icon

Home Buyer Alerts

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

Preditve - Home Seller Icon

Home Seller Alerts

Homeowners who are likely preparing to sell their property soon. 

Predictive - Cash Out Icon

Cash-Out Refinance Alerts

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

Predictive - Rate and Term Icon

Rate and Term Alerts

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

Predictive - MI Removal Icon

MI Removal Alerts

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

Predictive - Second Home Icon

Second Home Alerts

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

Predictive - Reverse Mortgage Icon

Reverse Mortgage Alerts

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

Inquiry Alerts

Mortgage Loan Officers will instantly know when their customers or prospects are inquiring about getting a new mortgage with a competitor.

Inquiry - Morrgage Inquiry Alert-1

Mortgage Inquiry

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

Inquiry - New Homebuyer Alert

New Homebuyer Inquiry

A contact or past client is entering the housing market.

Inquiry - EPO Warning Alert

EPO Warning

A client is actively shopping in their early payoff period.

Credit Migration

Mortgage loan officers can be the heroes who help them when their credit qualifies and walk them through every step of the buyer journey.

Migration - Credit Score Alert

Credit Score Migration

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

Migration - Bankruptcy Migration Alert

Bankruptcy Migration

A contact's BK has met seasoning requirements.

Migration - Payment History Alert

Payment History Migration

The contact's mortgage payment history has improved.

Migration - Unscorable Alert

Unscoreable Migration

A former contact's credit file is now scoreable.

Listing Alerts

Maybe they are ready to sell their home and stop wasting money on rent. Engage customers ready to move.

Listing - Property for Sale Alert

Property for Sale

Contact in your database has listed a property for sale.

Listing - Property for Rent Alert

Property for Rent

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

Why Are Borrower Retention Alerts So Great?

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.

Pricing and ROI Calculator

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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.

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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.

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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.

Learn More

Lender-Details
 
CRM Integrations

Integrated with your technologies

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

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Mutual Respect, Accountability, And Success

Trusted by hundreds of lenders

You spent the time and effort to build the relationship, so keep it!  

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