Sherlok's AI engine powers Mortgage Brokers single click retention, repricing and refinancing
It was great to catch up with Annie Kane from The Adviser Magazine to talk all things client retention, AI automation and our new product launch :) Key take aways 1. Brokers need to embed client retention strategies in their business 📈 2. Why do retention manually when you can automate it 🤷♂️ 3. Repricing is the #1 thing you can do to reduce client churn Have a listen to the podcast :) https://lnkd.in/g3ZxsvDx
Anna Weidner
4mo
Hi Adam, I found your podcast with Annie very insightful. Thank you for sharing. As a retention and admin manager with 2.5 years of experience, I've been dedicated to sourcing and researching the best ways to serve our clients. Listening to your podcast reassured me that I'm on the right path. Cheers!
Founder/CEO of UNO Home Loans, the home for the next generation of high performing brokers. Great tech, digital first brand, complete back office and dedicated credit & performance coaching
4moWe're pumped to be working with you guys to make your capability available to our brokers and clients