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Past Client Triggers and Marketing Automation

Dec 20, 2017 3:08:00 PM

Your past clients are you most valuable marketing asset.  1.5-2% of your past client database are applying for a mortgage each month.  Past client triggers are a great way to retain your servicing portfolio, or get notified and execute automated offers of credit when past clients that you sent to a correspondent or wholesale lender are back in the market again.  What the video for more details..

 

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