Latest / The Loan Daddy Podcast
016 - The $1.2 Billion Deal That Changes Client Retention for Real Estate Agents
CrossCountry Mortgage's acquisition of Two Harbors Investment Corp is a $1.2 billion bet on one idea: the client relationship should not end at closing. In this episode I break down the deal, what RoundPoint Mortgage Servicing brings, and why client retention for real estate agents is the real story here.
We cover the customer-for-life mentality, why real estate is different from a CPA or financial advisor relationship, the follow-up systems top agents build, working on your business vs working in it, and how a vertically integrated lender keeps your clients in your orbit for the life of…
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