Only 20% of your past funded clients return to you for their next loan, but not because of bad customer service. 1.5% of your past clients apply for a loan each month, for every 1000 people you've worked with, 15-20 begin the mortgage process each month.
We alert you within 24-hrs of your previous customers starting a mortgage with another lender. You should do your best to reach them by phone or email, but we send a letter on your behalf as well. You pay just $1.00 when one of your past clients applies at another lender.
Have Questions? Email william@monitorbase.com
FEATURES:
- Inquiry Alerts - Get notified when someone in your local market, or past client list has applied for a mortgage.
- Migration Alerts - Our periodic prescreen process notifies you when your client now meets your credit minimums.
- Predictive Alerts - Our predictive analytics team understands your local mortgage market. We can predict the future!
FAQ's:
- What if my client applies for a credit card or car loan?
You are alerted only if they apply for a mortgage loan. - Now I know they applied, how do I reach out without sounding like a stalker?
Reference your past interaction, let them know that you have a system that periodically pre-qualifies past clients because you value them as a customer, and want to take care of them. - How do I request training?
Email sales@monitorbase.com for training requests.
To upload past clients:
Use an Excel CSV with First Name, Last Name, Street, City, State, Zip, with optional contact columns for Cell Phone, Home Phone, Work Phone, and Email. (NO SSN or DOB Please!)
