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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 strategy discussion, we review ways to protect your sales pipeline by utilizing predictive analytics and inquiry alerts to best retain relations with past clients and protect their revenue.

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.

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