Most mortgage brokerages focus on acquiring new clients—but what about keeping the ones you already have?
The reality is 70% of past clients don’t return—not because they’re unhappy, but because they forget about you.
One brokerage changed that. By automating client engagement with BrokerBot, they increased retention, secured more repeat business, and uncovered $4.6M in additional loans.
How automated home valuation updates keep clients engaged
Why client retention is the key to long-term brokerage growth
The real ROI of BrokerBot and how it pays for itself