MonitorBase: Mortgage Market Insights

Retention Rockstar Strategy: How To Better Retain and Engage Clients

Written by MonitorBase | May 8, 2024 6:00:00 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/

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.