Each New Year marks a massive spike in mortgage activity. Homebuyers and sellers are making smart financial decisions, and you must be ready. These next 90 days are critical for building rapport and engaging with clients BEFORE the competition heats up. The future of successful engagement? Predictive alerts. Eliminate the last-minute inquiries and be ahead of the curve. Prepare now, and close deals later. Let’s make 2024 a record year! #mortgageprofessional #clientretention #clientengagement #predictivealerts #monitobase
MonitorBase
Financial Services
Murray, Utah 989 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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David Boswell, CEO of Misely, joins MonitorBase's William LeBaron to discuss smart financial moves in today’s market. Discover why some clients choose higher mortgage rates and how advanced tools can help loan originators help their clients with debt consolidation, refinancing, and long-term planning. #everycontactmatters #clientretention #loanprofessional https://lnkd.in/dPTtahDC
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We're proud to be a reliable partner to Paul Gigliotti in helping him and his clients. #testimonial #monitorbase #clientretention
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Building meaningful connections with potential clients takes time. Now is the perfect time to start those conversations, offering value and insights over the coming months. This way, when they’re ready to move, you’re already top of mind. Stay consistent, stay valuable, and the results will follow. #RelationshipRetention #everycontactmatters #monitorbase #mortgageindustry
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In our latest Retention Rockstar Community Coaching Call (recorded on October 10th), we explored the power of nurturing client relationships with predictive alerts and consistent follow-ups. Watch the latest recording below: #monitorbase #retentionrockstar #everycontactmatters #clientretention
Retention Rockstar Group Coaching Call October 2024
blog.monitorbase.com
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At MonitorBase, we value the importance of finding origination opportunities through maintaining ongoing relationships with past clients. #everycontactmatters #mortgageprofessionl #originationopportunities
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Thanks, Evan Einhorn, for trusting us to help you in tracking your past clients. #monitorbase #tesitmonial
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Don’t leave these opportunities exposed! Are you re-engaging with your unqualified clients and maintaining a trusting relationship? The opportunity is lost if your client closes with your competitor because you didn’t reach out at the right time (or at all). The best way to know when to reach out is to use monitoring technologies to understand when the client qualifies. Keeping in contact with your contact is a path that might lead to more business or refinances down the road. #monitorbase #everycontactmatters #mortgagetech #mortgageprofessional
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How using monitoring technology and database intelligence can help you identify potential clients from your own contacts and grow your business at a lower cost of acquisition. #MortgageMarketing #MonitorBase #MortgageTech #everycontactmatters
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This is a tried-and-true strategy for closing more loans, and MonitorBase is with you every step of the way. #MonitorBase #MortgageIndustry #MortgageBroker