Business

How Loan Officers can Retain, Recapture, and Respond in Real Time to their Customers

Mortgage Manager Playbook by Pat Sherlock

Aug 4, 202632:37Business

Dustin Gray, Founder & CEO, Homeowners.ai . Key Highlights: 80% of borrowers forget their loan officer within 3-6 months-Why?; birthday cards and drip emails are not retention; your database is bigger than closed loans;...

About This Episode

How Loan Officers can Retain, Recapture, and Respond in Real Time to their Customers is an episode from Mortgage Manager Playbook by Pat Sherlock. Dustin Gray, Founder & CEO, Homeowners.ai . Key Highlights: 80% of borrowers forget their loa...

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Published Aug 4, 2026, 32:37 long, audio available.

How Loan Officers can Retain, Recapture, and Respond in Real Time to their Customers

About This Episode

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