How Loan Officers can Retain, Rec...
How Loan Officers can Retain, Recapture, and Respond in Real Time to their Customers

Mortgage Manager Playbook by Pat Sherlock

Episode notes

Dustin Gray, Founder & CEO, Homeowners.ai. Key Highlights: 80% of borrowers forget their loan officer within 3-6 months-Why?; birthday cards and drip emails are not retention; your database is bigger than closed loans; and loyalty is earned through repeated value, not one -time transactions.