Retention Rockstar Group Coaching Call August 2024

Our most recent group call was on August 6th, 2024, and we're providing the recording to review or catch up.

The main focus of this month’s call is the three things mortgage professionals look for when finding deals: Capacity, Intent, and Engagement.  While many can simply buy capacity and intent, engagement cannot be bought. This leads to users having a distinct advantage over the competition, as they can leverage past relationships to find new deals rather than relying on cold calls or random lists. Leading to significantly higher success rates compared to broad direct marketing campaigns. 

The call also touches on the importance of users using data for predictive alerts to better engage with their contacts early, especially in a market that is showing signs of shifting to lowering interest rates and giving originators a head start over the competition. 

Watch the recording below to learn more. (Note: The provided recording takes place later in the call, as the first portion was missed. However, the bulk of the recording still contains many valuable insights for users.)

If you’re looking for extra help, training, regular check-ins, and collaboration to see what works with people like you but haven't registered for The Retention Rockstar Group Coaching Call yet, Then sign up today so you don't miss out on the next upcoming call (First Tuesday of Every Month):