About MonitorBase
A borrower retention and predictive analytics platform for mortgage lenders.
MonitorBase is a borrower retention and predictive analytics platform designed for mortgage lenders and banks. It specializes in mining contact databases to identify hidden loan opportunities, providing real-time alerts for credit inquiries, credit score improvements, and property listings. The platform includes a 'SoftPull' feature for instant credit pre-qualification without affecting a borrower's credit score, and it automates targeted email and direct mail campaigns to streamline lead generation. MonitorBase integrates with major CRM and LOS systems, allowing mortgage professionals to incorporate borrower intelligence into their existing workflows. While the platform is highly specialized for the mortgage industry, its pricing is customized per user, and it offers robust support through demos, documentation, and account management.
Pros & Cons
- Provides actionable predictive alerts that identify borrowers ready for mortgage transactions.
- SoftPull feature allows for credit pre-qualification without impacting the borrower's credit score.
- Automates lead generation and marketing outreach to reduce manual prospecting time.
- Integrates with existing CRM and LOS technologies used by mortgage professionals.
- Pricing is customized and not publicly listed, requiring contact with sales for quotes.
- Highly specialized for the mortgage industry, limiting its utility for other sectors.
- Requires active management of contact databases to maximize the effectiveness of alerts.
Features
Key features
Monitors contact databases to identify borrowers ready for mortgage transactions through inquiry and credit migration alerts.
Uses proprietary algorithms to highlight clients likely to start a loan within 90 days based on data-driven triggers.
Provides instant credit pre-qualification for customers without impacting their credit scores.
Sends high-converting email and direct mail offers of credit to identified prospects on behalf of the lender.
Offers an API to connect borrower intelligence data directly into custom CRM and LOS solutions.
Additional features
Notifies loan officers when contacts apply for a mortgage with a competitor.
Tracks prospects with less-than-perfect credit and alerts when they meet specific credit thresholds.
Monitors property addresses for real estate listings or for-sale-by-owner postings.
Identifies first-time or repeat homebuyers preparing to enter the market.
Targets homeowners who could benefit from tapping into home equity.
Identifies clients who could benefit from adjusting their mortgage rate or term.
Tracks borrowers eligible to remove mortgage insurance based on equity and payment progress.
Identifies clients eligible for purchasing a second home or vacation property.
Targets senior homeowners who may benefit from converting home equity into cash flow.
Alerts when a contact's bankruptcy has met seasoning requirements.
Tracks improvements in a contact's mortgage payment history.
Monitors former contacts whose credit files have become scoreable.
Pricing
Countries & Languages
Available in
Interface languages
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About MonitorBase
A borrower retention and predictive analytics platform for mortgage lenders.
MonitorBase Details
MonitorBase's In-App Market Place
Does MonitorBase have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD
Pros & Cons
- Provides actionable predictive alerts that identify borrowers ready for mortgage transactions.
- SoftPull feature allows for credit pre-qualification without impacting the borrower's credit score.
- Automates lead generation and marketing outreach to reduce manual prospecting time.
- Integrates with existing CRM and LOS technologies used by mortgage professionals.
- Pricing is customized and not publicly listed, requiring contact with sales for quotes.
- Highly specialized for the mortgage industry, limiting its utility for other sectors.
- Requires active management of contact databases to maximize the effectiveness of alerts.
MonitorBase's Support Options
Email Address
support@monitorbase.comContact
888-795-6575Documentation
https://www.monitorbase.com/documentation/Community Forums
https://www.monitorbase.com/community-forum/MonitorBase's Alternatives
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