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Build a Book that Stays: Turning One-Time Client into Lifetime Revenue

Mortgage Manager Playbook by Pat Sherlock

Jun 7, 202630:36Business

Brian Koss, Regional Manager, Movement Mortgage. Key Highlights: 80% of borrowers forget their loan officer within 2-3 years; generic drip campaigns are dead; your database is either an annuity or a graveyard; and the be...

About This Episode

Build a Book that Stays: Turning One-Time Client into Lifetime Revenue is an episode from Mortgage Manager Playbook by Pat Sherlock. Brian Koss, Regional Manager, Movement Mortgage. Key Highlights: 80% of borrowers forget their loan officer...

Podcast

This episode belongs to Mortgage Manager Playbook.

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Episode Details

Published Jun 7, 2026, 30:36 long, audio available.