Mastering Mortgage Retention: Why Staying Top of Mind Is the New Closing Strategy

Episode notes

Welcome to a powerful new episode of the FinTech Hunting podcast, hosted by Michael Hammond. In this insightful conversation, we’re joined by Nick Rutherford, mortgage tech expert and VP of Sales & Product at Milo - a cutting-edge customer retention platform for mortgage professionals. This episode was recorded following the NJMBA Conference in New Jersey, where industry leaders gathered to discuss the future of mortgage lending and technology. In this episode, we cover: • The importance of up-funnel engagement to boost client retention • How white-labeled home value reports drive monthly interaction • Why “point of thought” is the new battleground for lenders • Smart CRM integrations that deliver loan officer alerts in real-time • AI's fast-moving impact on mortgage marketing and borrower behavior • How personalized data, not generic drip content, drives conversions Whether you're in New York, New Jersey, California, or serving clients across the country, this conversation delivers must-know strategies for loan officers, lenders, and fintech innovators.

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