Finding The Perfect Customer Retention Pairing

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Customer retention is a commonly cited stat in most industries, but with an industry-wide average of less than 20%, mortgage lenders rarely boast about their customer retention rates. In 2021, VanDyk Mortgage sought to revamp its customer retention strategies, striving to maintain lasting relationships with customers without putting undue strain on its mortgage advisors.

With Sales Boomerang and Surefire CRM, VanDyk Mortgage found its perfect pairing for improving customer retention.

Join Sales Boomerang’s Alex Kutsishin, Surefire CRM’s John Haluch, and VanDyk Mortgage’s Steve Richman for an in-depth look at how VanDyk Mortgage paired borrower intelligence and CRM systems to identify $843 million in potential loan volume that would otherwise have been overlooked.