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Predictive Marketing

Client Retention Marketing Automation

Predictive Marketing | Monitorbase

Low Cost Per Acquisition Marketing

On Autopilot

Our new predictive marketing offering brings it all together for your organization. Once enabled, the predictive service starts analyzing hundreds of data points to identify prospects who are exhibiting in-the-market behavior.

Rather than your team calling a prospect after receiving an alert, predictive can put the outreach and marketing on autopilot, driving inbound interest automatically to your loan officers on a daily basis. It’s perfect for teams looking for a system that does the heavy lifting for them and still converts extremely well.

Predictive Marketing Automation | Monitorbase

Why Is Predictive Marketing Automation So Great?

Predictive database marketing helps your team get a head-start on building relationships with an exclusive source of prospects without the fear of losing loans to the competition. Predictive identifies and connects you with:


First Time Buyer

Engage with first time homebuyers.



Engage when your contact is credit qualified and can benefit from a cash-out.


Rate and Term

Engage when a contact could likely benefit from a rate reduction.


MI Reduction

Engage when a contact can benefit from eliminating or reducing mortgage insurance.



Engage with contacts that have significant equity in their homes.


HELOC Activity

Engage with contacts that are show HELOC related lending activity.


Term Reduction

Engage with contacts that may be interested in a term reduction refinance. 


Reverse Mortgage (coming soon)

Engage with contacts that meet criteria and may benefit from a reverse mortgage.


Debt Consolidation

Engage with contacts that could benefit from a debt consolidation cash-out.


Seasoned Intent

Engage with contacts the have shown intent but have yet to complete a transaction.


Max Loan Amount Threshold

Engage with contacts that may benefit from changes in agency max loan amounts.

Click here to see the breakdown of all available Predictive Marketing Alert Intels

Mortgage Lead Generation

We are seeing tremendous mortgage lead generation results when predictive is enabled. Especially working in tandem with your other MonitorBase products such as inquiry alerts and credit migration. On average, clients currently using predictive marketing are seeing:

  Increase in applications and fundings

  Extremely attractive CPA’s and CPL’s.
Average $60 cost per app, and $240 cost per funding!

  Fantastic overall ROI - 625% based on $1500 estimated
revenue per loan.

Pricing and ROI Calculator

Mortgage Lead Generation | Monitorbase

Other Benefits

Besides the fact it performs and drives new loans, enabling predictive marketing brings:

  A new marketing channel that performs and costs much less that traditional sources.

  A service you can put on autopilot and drive inbound with less hassle.

  The ability for your loan officers to be first to audience. No more losing loans to your competitors!

  The ability to leverage the latest in AI and big data.

  More purchase opportunities for your team to work.

  Deeper audience insights and better data on future clients

Predictive Marketing Automation Benefits | Monitorbase