Servicing Won’t Save Your Retention: The Post-Closing Value System Mortgage Advisors Need скачать в хорошем качестве

Servicing Won’t Save Your Retention: The Post-Closing Value System Mortgage Advisors Need

If you think loan servicing = client retention, this webinar is for you. There’s a big narrative in the mortgage industry right now: “Own the servicing and you’ll keep the relationship.” I disagree. And in this January 2026 webinar replay, I explain why. Servicing isn’t the strategy. Post-closing value is the strategy. Because the real risk isn’t “servicers stealing clients.” The real risk is that most mortgage professionals become forgettable the moment the loan closes. In this session, I break down: • Why the mortgage industry is losing relationships at an alarming rate (and what that means for your business) • The false equivalence between alerts/notifications and real stewardship • The Transaction Frequency Spectrum and why mortgage professionals are stuck in the “forgettable zone” • The difference between reactive retention (alerts, triggers, noise) and proactive guidance (advice, goals, stewardship) • The exact reason most “post-closing follow up” collapses (and why “just checking in” is not value) • A simple framework to design post-closing value that keeps the relationship where it belongs: with the Mortgage Advisor who earned it Tools and concepts discussed • Monthly home value and equity tracking (“wealth digest” concept) • Annual Financial Review (not a “mortgage review”) • Setting a “strike rate” so clients know their mortgage is being actively managed • Predictive analytics and borrower readiness signals (proactive vs reactive outreach) Links Shared / Items Mentioned 1. Lendware Demo (predictive analytics): https://meetings.hubspot.com/joe-scla... 2. ROI Calculator: https://predict-calculator.vercel.app/ 3. RETR questions: email james@retr.app At the end of the training, I reference two documents that can transform post-closing execution: • Post-Closing Call Script • Annual Financial Review Script If you want future webinar invites, comment questions below and subscribe so you don’t miss the next training. Next month’s topic (February 19th @12pm CST): How to deal with rate shoppers and rate-sensitive clients as rates come down and competition heats up. Chapters: 00:00 Why servicing is NOT the retention strategy 03:40 The retention problem in mortgage (runoff reality) 07:30 Post-closing value vs “staying top of mind” 12:10 Transaction Frequency Spectrum (forgettable vs habit zone) 18:20 The post-closing value system (commitment → engagement → guidance) 26:00 Why clients get pulled into servicer outreach (the vacuum) 33:00 “Strike rate” and proactive mortgage management 40:00 Servicing call example and what it reveals 48:00 Annual Financial Review: what to cover and why it works 55:00 Q&A + trigger law implications + pre-framing scripts 1:02:00 February preview: rate shoppers and rate-sensitive scripting 🔗 Stay Connected ▶️ LinkedIn:   / ryangrant2   ▶️ Instagram:   / therealryangrant   📩 Tech Audit for 4+ Loans/Month: https://form.jotform.com/251545230758155 ▶️ RSVP for Next Webinar: https://linktr.ee/ryangrant #MortgageAdvisor #LoanOfficer #MortgageIndustry #ClientRetention #MortgageTraining