Owning the Customer: Keys to Success in Origination

Tuesday Jun 16, 2020

One of the key success factors of a top producer is that they always have a consistent flow of business from previous customers. Typically, one-third of their current loan business comes from happy previous customers.

Join MBA Education and Pat Sherlock, President, QFS Sales Solutions to discuss strategies to implement a powerful personal retention program and understand how top producers are able to "own the customer."

Objectives and Topics:

  • Understanding good vs. bad retention & ways it impacts your origination results
  • Identifying what drives good retention
  • Implementing strategies to reduce your churn rate at the LO level: The early bird gets the retention worm!
  • Beyond the first six months…
  • Improving retention long term


Date 06-16-2020

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