Retention Rockstar Strategy: Sales Pipeline Protection
Loan officers often lose clients from their pipeline to competitors, which affects business relationships and revenue. In today's Retention Rockstar...
1 min read
MonitorBase
May 8, 2024 9:30:00 AM
How can we improve customer retention and engagement in the mortgage industry? MonitorBase is joined by Dana Ventura of Mortgage Strength Group to discuss in this month's Retention Rockstar Strategy discussion how mortgage professionals can benefit from techniques used in the direct-to-consumer market to retain and engage customers, how over-reliance on automated technology detracts from building personal connections with clients, and how to utilize better 'Found Time' productively thanks to a tool Dana uses to help in efficiently following up with clients.
Utilize the Free App To follow up with your clients efficiently: https://mb.vavavoom.ai/
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Loan officers often lose clients from their pipeline to competitors, which affects business relationships and revenue. In today's Retention Rockstar...
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