Stay connected with Monitorbase and receive database marketing alerts including Inquiry Alerts, Credit Migration Alerts, Pre-Mover Alerts, and Predictive Marketing.
To connect your Monitorbase account with your BPD account simply email Support@bigpurpledot.com, and provide them with your MonitorBase API Key and Email.
Once the connection established on your BPD account you'll be able to create a Tag that can be added to any contact that receives an alert from MonitorBase.
You can create a new tag under Settings >> CRM >> Contact Types. You'll see a new option that will allow you to Tag the contact with a specific Tag when an alert type is received.
Inquiry: An alert that a prospect in your MonitorBase database has pulled their credit for a mortgage.
Migration: An alert that a prospect that was previously outside of your credit criteria has improved their credit to meet your criteria. We have a few different kinds of these, full list here.
Predictive: An alert that a prospect in your database has been showing mortgage-shopping behavior (Rate watch alerts, Equity watch alerts, Refinance opportunities). There are about 30-40 of these at a time that update with the changing market. Here is a full list here, and you can choose which ones to turn on monitoring for.
Pre-Mover: An alert that a prospect in your database has likely listed their home for a sale on an MLS, for sale by owner, or for rent.
Need more help contact us at Support@BigPurpleDot.com