<img src="https://certify.alexametrics.com/atrk.gif?account=B8H6x1kjeG20f0" style="display:none" height="1" width="1" alt="">

1 min read

Retention Rockstar Strategy: How To Better Retain and Engage Clients

Retention Rockstar Strategy: How To Better Retain and Engage Clients

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/

Join the Retention Rockstar Group Coaching Call (First Tuesday of Every Month): Register Now

In this market, Every Contact Matters. Please share this video with your team members who may benefit from this strategy. Subscribe to MonitorBase Insights for additional strategies and tips from the marketing professionals at MonitorBase.

If you would like to learn more about MonitorBase, we encourage you to arrange a meeting with our team to learn more details.

Retention Rockstar Strategy: Sales Pipeline Protection

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...

Read More
Retention Rockstar™: Getting Ahead of the Mortgage Credit Trigger

Retention Rockstar™: Getting Ahead of the Mortgage Credit Trigger

Today's MonitorBase Retention Rockstar™ video blog focuses on staying ahead of mortgage credit triggers amid increased scrutiny and regulation....

Read More
Retention Rockstar Group Coaching Call: The Power of Compounding Retention

Retention Rockstar Group Coaching Call: The Power of Compounding Retention

In our latest Retention Rockstar Community Coaching Call, we discussed strategies for improving mortgage customer retention by showcasing and...

Read More