Mortgage retention: End the annual borrower exodus

Mortgage retention: End the annual borrower exodus

Mortgage lenders are now turning their attention to servicing portfolios as a long-term opportunity to deepen customer relationships. How can lenders turn MSRs from mere hypothetical loan opportunities into lifetime lending relationships?

Download this free whitepaper from Total Expert, a leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Find out how integrated data sources—such as marketing automation, loan origination and point-of-sale systems, and pricing engines—help you  build a complete picture of the borrower. 

With better technology, lenders can manage the transition of a borrower from shopping around to sitting down with a loan officer. 

Sign up now and gain insight into:

  • Three strategies to convert mortgage servicing rights (MSRs) into long-term relationships 
  • The mortgage retention formula to increase profits while decreasing spend
  • Weaving customer relationship building into servicing processes


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