Skip to content
Subscribe

MonitorBase vs Percy.ai

Lead Gen & Retention head-to-head · axis by axis, same rubric for both

All Lead Gen & Retention head-to-heads →

MonitorBase
Mobility Market Intelligence
4.6
Percy.ai
Cordless Media
2.5
AxisMonitorBasePercy.ai
Production impact 4.9 2.7
Functionality & depth 4.4 2.8
Integrations & ecosystem 4.4 1.8
Adoption & support 4.4 2.7
Return on spend 4.4 2.5
Overall 4.6 2.5

MonitorBase wins 5 of 5 axes. Same rubric, same weights, no sponsorships.

What the rubric says

MonitorBase and Percy.ai are both scored in Lead Gen & Retention. MonitorBase carries an overall of 4.6, Percy.ai an overall of 2.5. The widest gap between them is Integrations and ecosystem, at 2.6 of a point. That axis measures how well it reaches the rest of the stack. MonitorBase takes it, 4.4 to 1.8.

Where the five axes separate

On Integrations and ecosystem the record favours MonitorBase, 4.4 against 1.8. On Production impact the record favours MonitorBase, 4.9 against 2.7. On Return on spend the record favours MonitorBase, 4.4 against 2.5. On Adoption and support the record favours MonitorBase, 4.4 against 2.7. On Functionality and depth the record favours MonitorBase, 4.4 against 2.8.

Pricing posture

MonitorBase does not publish pricing. Its listed model is quote only. Percy.ai does not publish pricing. Its listed model is quote only; single user licenses referenced without figures.

Deployment and who each one targets

Deployment for MonitorBase: Cloud, alerts delivered into the lender’s CRM and to loan officers, with a public API. Deployment for Percy.ai: Cloud, contacts loaded by CRM import or CSV upload. Segment focus for MonitorBase: Retail lenders, banks and credit unions mining an existing borrower and prospect database. Segment focus for Percy.ai: Retail and servicing lenders building purchase volume through homeowner and agent relationships. The two entries name different buyers.

What each record credits

MonitorBase: Names CRM integrations openly: Bonzo, BNTouch, Insellerate, Surefire, Big Purple Dot, Velocity, plus API. MonitorBase: Inquiry alerts attack the most avoidable retail loss, a past client applying elsewhere. MonitorBase: SoftPull gives prospects a real prequalification answer through a trackable link, no hard pull. Percy.ai: Equity dashboards give officers a contact reason that is not a rate quote. Percy.ai: Signals draws intent from a stated 3,300 plus real estate sites, rare data ownership. Percy.ai: Brokerages buy the same data, which makes agent co-marketing talks concrete.

What each record holds against them

MonitorBase: No pricing published anywhere, and cost scales with the database being monitored. MonitorBase: Alert volume without enforced follow-up makes noise, not loans, a recurring buyer complaint. MonitorBase: Credit-based alerting carries FCRA duties, including a firm offer of credit, on the lender. Percy.ai: No CRM or LOS is named anywhere; Signals loads contacts by import or CSV. Percy.ai: Headline 409% ROI and 11% conversion figures are vendor claims without methodology. Percy.ai: Signals is documented for brokerages and agents, not for reaching a loan officer.

Which one fits which shop

Best fit for MonitorBase: A lender losing past clients to competitors and only finding out after the loan funds elsewhere. Best fit for Percy.ai: A retail shop that wants past clients engaged with home value and equity content.

What each entry concludes

MonitorBase: MonitorBase watches a lender’s database and raises a hand when someone in it is about to transact. MonitorBase: Inquiry alerts fire when a past client shops elsewhere. Percy.ai: Percy.ai is Cordless Media’s homeowner engagement product, built on the behavioral data business that used to trade. Percy.ai: It sends past clients a personalized equity dashboard and adds Signals, an intent feed from 3,300 plus real.

The short answer

MonitorBase finishes ahead on the published rubric, 4.6 to 2.5. The margin comes mostly from Integrations and ecosystem. Same rubric, same weights, no sponsorships.

Who stands behind this review

MortgageTechReview

This score rests on evidence anyone can check. It also rests on the vendor's own documentation, pricing, integration pages, and ownership records. We do not claim to run every product ourselves. Nobody can. The rubric was published before this review existed. The vendor did not write this, and no vendor can buy a word of it. Every product in this category is weighted the same way.

How this was scored · Who publishes this · Dispute this score · Disclosure

Both tools are scored on the same weighted rubric, production impact carries the most weight. Comparisons are never sponsored. Disclosure →

The Stack Memo · free · one email a month

One email a month: what's actually worth demoing.

New reviews, category shake-ups, pricing changes we've spotted. No vendor spam, unsubscribe anytime.

No vendor spam·We never sell your address·Unsubscribe in one click

Or read the buying guides →

317 products · 15 categories · one rubric

Every mortgage tool, scored the same way.

No pay-for-play, no vendor-written listicles, no gate. Start from the category you are actually buying in.

Compare →