SESSION//TUESDAY, SEPTEMBER 291:00 PM ETThe Elevated Tech Stack: Beating The Servicers
ABOUT THIS SESSION
The moment your loan closes, the servicer starts its plans to replace you. They have your borrower's data, they know their rate, and they have automated systems running 24/7 looking for the moment to make their move. And most of all — they have permission. Every single month, your borrower hears from them. You? Maybe a holiday card. The only way to beat them is to get there first. Every time. This session is about setting up your LOS, POS, CRM, and data services to do exactly that — automate the triggers that tell you when your borrower is ready for a refi, a HELOC, or their next purchase — and reach out before the servicer even knows the window opened. The originators winning the retention battle aren't working harder. They've built a tech stack that works while they sleep.
KEY TAKEAWAYS
How servicers use data and timing to recapture your borrowers — and how to get there first.
How to connect your LOS, POS, CRM, and data services into a retention machine.
The data triggers that tell you exactly when a borrower is ready for their next opportunity.
How to automate outreach so no borrower falls through the cracks.
How to use data services to monitor your portfolio and fire the right message at the right time.
What a retention-first tech stack actually looks like in a top producer's shop.