Informative Research’s Post

How can we improve customer retention and engagement in the mortgage industry? MonitorBase is joined by Dana Ventura of Mortgage Strength Group to discuss how mortgage professionals can benefit from techniques used in the direct-to-consumer market to retain and engage customers in this month's Retention Rockstar Strategy discussion. #monitorbase #everycontactmatters #relationshipretention #retentionrockstar

In the business world, especially in mortgage lending, effective communication is a game-changer! 💯 Our excellent Customer Relationship Management (CRM) system and smart strategies enable us to build and maintain strong client connections. Now, let's hear from Stephen Bellew as he shares the benefits of having LoanMore CRM within Good Vibe Squad. He explained how this tool simplifies work and enhances communication, making the mortgage profession more efficient and effective. Learn more: https://lnkd.in/gXRi6xGc #goodvibesquad #mortgagemarketing #mortgage #mortgageloanofficer #loanofficermarketing #mortgageleads

💔 Breaking up with your current Mortgage Customer Retention Tool provider? Find a new love with Property Circle this Valentine's Day! Don't let a recent price increase leave you feeling heartbroken. Switch to our cost-effective lead generation and retention tool, where pricing is based on the size of your client bank. With features like tracking lender contact dates and flagging priority actions, you'll never miss out on opportunities again. - - - ❤️Find out if Property Circles' technology is a match for you: ✉️Send a DM to our CEO & Founder, Marc Randall for a price comparison #engagement #mortgagemarket #mortgage #mortgagebroker #leadgeneration #clientretention #retentiontool Sarah Hartwell

In a turbulent market, customer retention is key to a company's success. Retaining customers can be more cost-effective than acquiring new ones and can increase the lifetime value of customers, leading to increased revenue. Find out what Homebot's CEO, Charlie Pratt has to say about how to loan officers can do to outpace the competition simply by retaining their clients! #WithHomebot #FinTech #Retention #Mortgage #LoanOfficer

Our recent webinar with Daniel Cross covered the recent changes to SMS marketing compliance and how those changes are affecting the mortgage industry. Here are a few tips on what you can do moving forward to stay compliant with the carrier-enforced changes. 👉 Make sure you’re registered for A2P 10DLC 👉 Understand your TCR score (0-100) 👉 Get Express Written Consent/Opt in 👉 Include opt out language for all first messages 👉 Be careful using links in your first messages 👉 Don’t use spammy language (can be flagged) 👉 Think about prioritizing first party data #MortgageMarketing #Mortgage #MortgageRates #LeadConversion #Leads #LeadGeneration #BankingBridge #MortgageLeads #MortgageShopping

Reduce Friction In Your Mortgage Referral Process The #mortgage referral process #serves as a vital link between borrowers and lenders, aiming to simplify #application and approval journeys. To enhance efficiency and customer satisfaction, it's crucial to streamline various aspects of this process.  Link to #blog #article: https://lnkd.in/gRWBGGzu #MortgageReferral #Efficiency #CustomerSatisfaction

Statistics like these are evidence of our commitment to efficiency in the mortgage lending process. We know that long delays in support have the potential to hurt your bottom line, and speed is critical to great customer service. As your partner in the process, our solutions are designed to help you create an even better borrower experience! Learn how we can help you cut costs, enhance efficiencies, and boost customer retention in our latest blog: https://okt.to/5O7RsJ #Blog #CustomerService #CustomerSuccess #MortgageLending #BorrowerExperience

Statistics like these are evidence of our commitment to efficiency in the mortgage lending process. We know that long delays in support have the potential to hurt your bottom line, and speed is critical to great customer service. As your partner in the process, our solutions are designed to help you create an even better borrower experience! Learn how we can help you cut costs, enhance efficiencies, and boost customer retention in our latest blog: https://okt.to/0LtdVn #Blog #CustomerService #CustomerSuccess #MortgageLending #BorrowerExperience

I recently shared tips on SMS compliance with Jimmy King on a webinar. To recap the tips: 👉 Make sure you’re registered for A2P 10DLC 👉 Understand your TCR score (0-100) 👉 Get Express Written Consent/Opt in 👉 Include opt out language for all first messages 👉 Be careful using links in your first messages 👉 Don’t use spammy language (can be flagged) 👉 Think about prioritizing first-party data

"Twelve customer retention managers. One Mortgage Agent Level 2. The odds are against Andrew Synek... That's just the way he likes it." Your bank wants to renew your mortgage. I want you to consider moving your mortgage to a different bank, or elsewhere, if it makes sense for you (because otherwise, you'd never agree to do that). The "if it makes sense for you" part is key. So, what change(s) might make moving a mortgage make sense? 1) A lower rate. 2) Improved terms. 3) Improved product(s). 4) To change the balance. 5) To change the amortization. Or perhaps a combination of those? More than one may be possible, or none. It's always worth trying though, if you ask me. Higher interest rates (ostensibly to combat inflation) are tough on almost all of us, but there are things you can do. In my experience, the earlier (up to 4 months) that I can get to work on a mortgage switch/transfer, the more likely it is that we will be able to accomplish one or more positive outcomes that make it worthwhile. Yippee ki-yay monetary policy! Andrew Synek, Mortgage Agent Level 2 SafeBridge Financial Group, FSRA #10524 Phone/Message: 226-920-4367 Email: andrew@andrewsynekmortgages.com #mortgage #mortgagerenewal #inflation #interestrates #canadianrealestate #mortgages #shoparound #competition #savingmoney #mortgagelenders