4 in 5 mortgage customers go to a new lender for their next loan. MonitorBase is the leader in borrower retention technology in the mortgage industry.

MonitorBase specializes in borrower retention for mortgage lenders, banks, credit unions, and brokers. Their Borrower Retention System offers predictive scenarios and alerts to help lenders engage with borrowers effectively. With features like SoftPull instant credit checks and integrated CRM solutions, MonitorBase helps lenders retain customers and optimize their mortgage processes to maximize retention and minimize runoff costs.



MonitorBase helps lenders, brokers, and retail mortgage loan officers find potential loans in their contact databases. This could be any database — CRM, LOS, Excel Spreadsheets, or even a collection of business cards tied together with rubber bands. If you have compiled a database of potential customers, we can help you identify when they are ready to buy.  

Instead of droning on about our proprietary technology, predictive analytics, and our newest Instant Credit Trigger feature – we’d like you to understand precisely why we can help you navigate this current mortgage market — Our Cutting-Edge Borrower Intelligence Technology! 

Our technology at MonitorBase constantly scans your database of customers, contacts, leads, realtor databases or past clients. 

We notify you when your 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. 

Almost 100% of our 220+ mortgage lenders since 2007 have remained loyal customers of MonitorBase, including some of the largest mortgage lenders in the U.S. 

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(888) 795-6575

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    • Borrower Retention Alerts
    • Predictive Scenarios
    • SoftPull - Instant Credit Check
    • Servicing Portfolio Retention


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