Client retention basics for growing brokerages
Acquisition gets the spotlight. Retention pays the bills.
After settlement is not the end
Set three touchpoints in the first year:
- Thank-you and review request
- Rate-check reminder before key dates
- Annual financial check-in
Make retention visible
If retention tasks live outside the CRM, they disappear. Keep them on the client record so any team member can continue the relationship.
Learn how Effi supports the whole loan journey.
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