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What is MonitorBase?

Stay updated with daily notifications whenever clients in your database express interest in obtaining mortgages. Our regular prescreening process alerts you as soon as a client's credit score rises and they fulfill your established credit criteria. Utilizing a sophisticated predictive algorithm, we identify potential candidates in the market. Subsequently, our system generates and disseminates a prompt, corporate-approved mortgage offer. Today's rejected applications could transform into successful closings in the near future. By simply entering a customer's name and address, you can keep track of individuals with less-than-ideal credit to monitor their credit progression. You will receive alerts whenever there are significant changes to their financial circumstances that allow them to surpass your credit standards. Furthermore, our pre-mover algorithm diligently tracks your customer's property address, notifying you about important events like real estate listings and for-sale-by-owner postings. These pre-mover alerts typically occur even before inquiry notifications, giving you a competitive edge. This comprehensive monitoring can significantly enhance your engagement with potential clients.

What is Chariot?

Chariot's cutting-edge software is designed for moving companies to significantly enhance their profits, improve employee morale, and enrich the overall customer experience. By streamlining every phase of the moving process, from initial inquiries to final transactions, it simplifies operations comprehensively. Empower your sales team with an efficient toolkit that reduces the time spent on data entry and follow-ups, enabling them to focus more on closing sales. As bookings are made, Chariot promptly updates the available capacity daily, even accommodating last-minute dispatches. You can effortlessly schedule complex jobs without the hassle of duplicate entries and allocate resources in seconds while automating tasks like pre-move confirmations. Its powerful reporting capabilities deliver valuable insights into each job's profitability, facilitating informed decision-making and enhanced future predictions. Chariot also allows for seamless payment processing, transaction monitoring, and chargeback management, all while saving time and avoiding additional processing costs. Understanding that every moving company and its clients have distinct requirements, we emphasize adaptability in every feature we create, ensuring our software can effectively meet a variety of needs. This commitment to flexibility and customization empowers businesses to not only survive but flourish in a competitive market, paving the way for sustained success and growth.

Media

Media

Integrations Supported

Azure Marketplace
Surefire CRM

Integrations Supported

Azure Marketplace
Surefire CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$150 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MonitorBase

Date Founded

2007

Company Location

United States

Company Website

www.monitorbase.com

Company Facts

Organization Name

Chariot

Company Location

United States

Company Website

chariotmove.com

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Moving

Billing & Invoicing
Claims Management
Customer Management
Dispatch Management
Employee Management
Fleet Management
International Moves
Interstate Moves
Job Management
LTL / Shared Truckload
Lead Management
Local Moves
Military / GSA Moves
Quotes / Estimates
Storage Management
Work Order Management

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