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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.

Questions About This Episode

What is Build a Book that Stays: Turning One-Time Client into Lifetime Revenue about?

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 best loan officers don’t sell loans—they manager debt for life.

Where can I listen to Build a Book that Stays: Turning One-Time Client into Lifetime Revenue?

You can listen to Build a Book that Stays: Turning One-Time Client into Lifetime Revenue online on Radio and Podcast. Open the player on this page to stream the available audio.

Which podcast is Build a Book that Stays: Turning One-Time Client into Lifetime Revenue from?

Build a Book that Stays: Turning One-Time Client into Lifetime Revenue is an episode from Mortgage Manager Playbook by Pat Sherlock.

How long is this episode?

This episode is 30:36 long.

When was this episode published?

This episode was published on Jun 7, 2026.

Can I save Build a Book that Stays: Turning One-Time Client into Lifetime Revenue for later?

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Are there related episodes from Mortgage Manager Playbook?

Yes. This page shows related episodes from Mortgage Manager Playbook when more episodes are available from the podcast feed.

Quick Answers About This Episode

Where can I listen to Build a Book that Stays: Turning One-Time Client into Lifetime Revenue?

You can listen to Build a Book that Stays: Turning One-Time Client into Lifetime Revenue on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

Build a Book that Stays: Turning One-Time Client into Lifetime Revenue is from Mortgage Manager Playbook by Pat Sherlock.

What are the episode details?

Published Jun 7, 2026 and 30:36 long