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MonitorBase

Monitors a lender's past clients and leads for credit behavior, equity changes, listing signals and MI removal, and alerts the LO when a borrower may be ready.

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What the AI doesPredictive Borrower Intelligence (AI alerts for equity changes, listing signals, MI removal); ChatMMI flags clients with refinance potential; Bonzo AI messages
Who it servesIndependent loan officers, Mortgage teams, Mortgage broker shops, Retail lender branches
Starting priceQuote-based
Pricing modelQuote-based
Free trialNot stated on the vendor site
Best fitSolo LO, Broker shop, Lender branch
CategoryRefinance Alerts, Retention & Realtor Partners
Also fitsMortgage CRM & Platforms with AI
Part ofMMI (Mobility Market Intelligence)
Works withBonzo
ComplianceNot posted — no TCPA-consent or borrower-data statement was found on the vendor's site. That is a gap in what's posted, not a finding about the vendor; ask before you buy.
Checked2026-10-31, against the vendor's own page

Good to know

MonitorBase is the borrower-monitoring piece of MMI's unified platform: it watches a lender's past clients and leads for credit behavior, equity changes, listing signals and MI removal, and its Predictive Borrower Intelligence alerts the LO when a borrower may be ready, with ChatMMI surfacing the clients in your book with refinance potential and Bonzo generating the AI messages. MMI names an Individual & Team plan for solo LOs and teams of 10 or fewer (NMLS ID required) and two enterprise tiers, all priced by quote.

Bonzo is the named connection, and MMI says the products work with your existing CRM or tech stack. No TCPA or borrower-data statement is posted on its site, so ask before you buy.

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