Loan Officer Freedom

The Secret Weapon


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How would you like to know every time one of your past clients is looking to get a new mortgage… automatically? 

In this episode, you’ll see a super stealth tool that Carl is setting up in his own branch that is just way too cool for him not to share it with you.          

Carl White interviews James Borden, a Mortgage Client Retention Strategist from RetainYourClient.com. James details his solution for not letting any past clients slip through the cracks to help you become their lender for life! 

Here’s a taste of what Carl and James discuss in this episode:

  • A clever way to stay in front of your past clients
  • Scripts for recapturing past clients
  • How to get a 30%-60% conversion rate when following up with past clients
  • The importance of brand recognition in the mortgage industry
  • Why avoiding making phone calls will cost you in the long run

To check out the ins and outs of how this system works visit RetainYourClient.com

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Loan Officer FreedomBy Carl White

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