Mortgage Marketing Radio

Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.See if myAgent Classes is the right fit for you.Schedule a Call with Geoff  ASK GEOFF A QUESTIONAsk Your Question HereEpisode Summary:CEO and Founder of Total Expert, Joe Welu reflects on the evolution of customer expectations in the financial services industry over the past seven years. He emphasizes the importance of customer retention and loyalty, highlighting how data and technology can enhance customer engagement. Three Key Takeaways:1. Client Retention Is the New BattlegroundMost lenders retain less than 20% of past clients, while leaders like Rocket approach 85%. The difference isn’t just in technology—it’s in having a consistent, disciplined customer journey that starts before the n