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Weekly FAQ: How to Act on Mortgage Alerts & Upload Your Database in Minutes

Weekly FAQ Summary: How to Act on Mortgage Alerts & Upload Customer Databases

This Weekly FAQ walkthrough explains how mortgage professionals can take immediate action when borrower intent appears and how to upload customer databases into Stikkum.io.

The video answers two of the most common questions we receive: how to respond when a mortgage alert comes in and how to securely upload past-client data for ongoing monitoring.

Viewers will learn how origination teams use Stikkum in daily sales, follow-up, and retention workflows, including when to engage borrowers before they shop with another lender or pull credit. It also covers best practices for onboarding customer databases to support ongoing alerts, relationship protection, and repeat business.

Stikkum is designed for mortgage providers, servicers, CUSOs, loan officers, and brokers who want to stay ahead of borrower activity, strengthen past relationships, and grow pipeline without adding complexity.

Learn more or request a demo:
https://stikkum.io/contact/

Follow Stikkum on YouTube, LinkedIn, and Facebook for walkthroughs and real-world use cases from mortgage professionals using borrower-intent intelligence.

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What is stikkum?

Stikkum Is A Customer Behavior Intelligence and Retention Platform

Built Specifically For the Mortgage Provider Community
Customer Behavior Monitoring

Stay informed as soon as your customer’s credit is pulled for a mortgage. This will enable you to assist your borrower, protect your deal, and prevent an EPO.

Marketing Automation

Streamline alert and lead responses by automating emails and SMS and initiating custom campaigns and communications.

Seemless and Easy Integration

Stikkum integrates with popular CRM and LOS systems, enabling businesses to manage leads and customer interactions more efficiently without manual data entry.

Personalized and Caring Support

Our team members are available to work with you one-on-one, seven days a week, to assist with your educational and technical needs, ensuring your success and providing an excellent experience with Stikkum.

Behavior Intelligence Solutions - The Key for Business Retention and Growth

Stikkum is the only platform that offers a unique blend of business intelligence and behavior monitoring solutions paired with streamlined marketing automation built to increase targeted lead generation, customer/prospect engagement, and profitable business growth.  

See All Alerts

Credit Behavior Monitoring

Know exactly when your mortgage customer is in the market

Be Alerted When Mortgage Credit Is Pulled

Retain more customers today. Contact us today or book an appointment.
Learn More

Web Behavior Monitoring

Know when your customers are browsing for your services on the web

Web Behavior Signaling Customer Interest

Monitor and be alerted when your customers are searching through mortgage and home buying websites
Learn More

Life Event Monitoring

Be notified of your customers important life events.

Important Life Events are now your opportunity to serve and support.

Monitor and receive alerts giving you proactive notice of exactly when to reach out and engage.
Learn More
Here are some

Frequently Asked Questions

 If you have questions, we have answers! See some of the most popular questions and answers below. 

We are very security-sensitive. Therefore, we will never ask you for sensitive information like your Social Security Number (SSN). To monitor a customer fully, we need only their first name, last name, street address, city, state, and ZIP code. That is it! 

 No, we do not require long-term contracts. You can simply pay month to month. However, those who choose to pay annually will receive a 20% discount on subscription fees 

 We provide a lot of helpful information about the borrower each time you receive an alert. Information included is: FICO, DTI, estimated income total loan amount, current balance, loan date, monthly mortgage payment, total revolving trade balance, conv loan agency (Fred/Fan), and loan type

YES; Stikkum is a highly flexible and open integration system, making it simple to connect and share data with your CRM, LOS, POS, and any other system you choose. Whether you use Zapier, connect through APIs and  Webhooks, or other methods, our team will assist you hands-on in configuring these integrations. 

YES, Stikkum provides enterprise pricing for large organizations with a significant number of contacts to monitor and/or a large quantity of LOs requiring their own accounts. Contact us to learn more 

No, our policy is that you will not be charged for the times that you pull credit yourself (called a Self Pull). You have a variety of ways to communicate when credit is pulled, directly to the customer success team, administered via the platform, or automatically via integration. 

You can submit your initial database in Excel and .CSV format. You can also send updates this way ongoing, and/or request Stikkum to integrate with your other systems for automatic updates and the uploading of new contacts. 

Yes, our customer success team is here to support you directly one-on-one, seven days a week. We are happy to answer your questions via email, phone call, or live web session. Your success is our priority mission

Stikkum offers a comprehensive marketing and communications platform. You can send emails, SMS messages, and complete 

multi-communication campaigns (email/texts) to any or all of your contacts

YES. With Stikkum, you can track all aspects of your contacts' engagement with the emails you send. This includes not only opens and clicks but also the extent of their engagement, such as the total number of times they opened your email and the number of times they clicked on your content links.

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Get Access Today & Change Your Business

Choose a Plan That Fits You

CHOOSE YOUR PLAN

$ 27.96/Month

Billed at $419.40 $335.52 / annually upfront

Behavior monitoring alerts are billed on a pay-per-use basis. Click “Sign Up Now” to view pricing.

$ 34.95/month

Billed Monthly

Behavior monitoring alerts are billed on a pay-per-use basis. Click “Sign Up Now” to view pricing.

Solutions and Services Included with plan
  • Customer Behavior Monitoring - Monitor your customers for mortgage their activity.  Be notified when they get their credit pulled so you can react and engage before the deal is lost, and your customer is gone.
  • Automatic Lead Response Management - With Conditional response and execution based on attribute. Run custom “if this…then that” auto programmed decisions for custom execution and content for your contact engagement
  • Marketing Management - Automatically align communications, sequences and campaigns to your ongoing communications, based on contact source, contact type, and data attribute.
  • Integration Configuration and Support - Connect Stikkum to your other systems in your tech stack to open the easy and automatic dataflow between your various technologies.
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Implementation: $150 - one time fee