The key to better Inquiry Alert follow-up? When reaching out on Inquiry Alerts, avoid being pushy or aiming to close on the first call. Instead, ask something easy, like: “Would you like me to notify you if anything changes in the market?” This no-pressure approach keeps the door open for future conversations. A hard “No” now makes it tougher to re-engage later. Build trust, not resistance. #FollowUpStrategy #RelationshipBuilding #LeadGeneration #MonitorBase
MonitorBase
Financial Services
Murray, Utah 986 followers
#1 Borrower Retention System for mortgage lenders, credit unions, and banks. #EVERYCONTACTMATTERS
About us
Since 2007, Monitorbase has helped thousands of retail mortgage loan officers find closed loans within their contacts. Our experience is unparalleled to any borrower retention technology in the mortgage space. Our technology and methodology have a proven track record of having the highest success rate with retail loan officers by delivering the most accurate alert results in the industry. We ensure the greatest level of compliance protection while being the most cost-effective solution in borrower retention technology. Having the right information at the right time is the key to success. Our team has a heart for customer service and we are ready to help you navigate the changing markets with ongoing success. Let us show you how it works! #EVERYCONTACTMATTERS
- Website
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www.monitorbase.com
External link for MonitorBase
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Murray, Utah
- Type
- Privately Held
- Founded
- 2007
Locations
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Primary
310 E 4500 S
STE 270
Murray, Utah 84107, US
Employees at MonitorBase
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Rick Segeberg
VP Information Systems & Security at MonitorBase, CISSP
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Guy Warner
Chief Technology Officer @ Monitorbase LLC | Web Applications, Databases, PHP
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Bobby Zitting
Chief Operating Officer at MonitorBase
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Jonathan Williams
Account Executive with MonitorBase/Mortgage Marketing
Updates
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The first touchpoint matters, but it’s not the whole story. Set a reminder for 21 days. Why? Circumstances change. Three weeks later, customers who were “all set” might be open to dialogue, asking questions, or sharing frustrations. If you follow up thoughtfully (no pressure, no aggressive tactics), you’ll find opportunities where others dropped the ball. The second touchpoint is often just as valuable—don’t miss it. MonitorBase Users, become a Retention Rockstar, and join the call today! #MortgageIndustry #MortgageLeads #FollowUp #EveryContactMatters
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How do you start the conversation with prospects on credit alerts? It’s not just about having the perfect script—it’s about asking open-ended questions that build trust and set the stage for future follow-ups. Stay consistent, check in regularly, and focus on long-term relationships over quick wins. MonitorBase Users, become a Retention Rockstar, and join the call today! #MonitorBase #LeadGeneration #RelationshipBuilding #EveryContactMatters
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Big Changes in Credit Scoring! Here's What Loan Originators Need to Know By October 2025, VantageScore 4.0 will replace FICO for Freddie Mac & Fannie Mae loans—a huge shift since FICO has been the standard since 1956! Learn what this means for you from today's video. #FICO #VantageScore #MortgageIndustry
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Your database isn’t just names; it’s opportunity. Predictive analytics unlocks the potential hiding in your contacts #monitorbase #mortgagetech #everycontactmatters
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A developing update on the credit trigger “ban” in the mortgage industry shows less of a ban and more of a soft restriction that won’t kick in for two years What does this mean for loan originators and clients? Watch to find out! #CreditTriggers #MortgageIndustry
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Proactive beats are reactive every time. Utilize MonitorBase alerts today to prepare for future originations. #MonitorBase #ClientRetention #MortgageIndustry
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Credit inquiries are defensive. Predictive alerts? They’re proactive—building your future pipeline today. Learn how Predictive Alerts help you retain past clients and get new originations ahead of the competition today: https://lnkd.in/gHCRuW6D #clientretention #everycontactmatters
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What if every one of your past clients returned for their next mortgage? With just 100 clients in your database, you could: ✅ Close dozens of transactions annually. ✅ Sustain your production without outside referrals. But here’s the reality: most loan officers only retain 20% of their past clients. The rest? They go to competitors. Enter Compound Retention. - Double your repeat business with predictive analytics. - Boost conversion rates from CRM contacts by 4x. - Cut credit triggers in half by keeping clients loyal. Ready to transform your database into a compounding source of repeat business? Watch our on-demand webinar to learn how: https://lnkd.in/gjiVHBgh Don’t settle for incremental growth #ClientRetention #MortgageIndustry #EveryContactMatters