ON-DEMAND SESSION

[Part 2] Beyond the Close: Client engagement strategies for revenue growth

Ways to monetize your client relationship strategy, tackle the upcoming renewal wave, and win clients for life.

By popular demand: Part 2 😎

Join this session where we go deeper into Ownwell and further into your questions.

On average, it costs 5X more money to acquire a new client than to retain an existing one. Closing a mortgage deal is the start of the client journey, but so many mortgage brokers don't have a post-close strategy that support revenue goals.

Implementing a client engagement strategy post-close that converts is the #1 tactic for accelerated growth.

Why? With around $900-billion worth of Canadian mortgages due to renew between 2024 and 2026, the time for mortgage brokers to effectively work their client database has never been more opportune.

So, how do you provide relevant, personalized service on an ongoing basis and at scale? Attend this webinar and walk away with a client engagement strategy that converts.

🌟 Attendees of this session will receive exclusive first access to Ownwell.

For this webinar, we're delighted to join by Dan MacDonald, founder of Ownwell, the newest industry solution which helps mortgage pros across Canada improve client retention and earn millions more in commissions.

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Session Details

On-demand webinar

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Lendesk

Greg Williamson

Chief Revenue Officer

Greg is the CRO at Lendesk, co-founder of Finmo, and has been coaching top producing mortgage professionals for 20 years. Greg has a proven track record in enabling mortgage brokers to build and scale their businesses. During his 32 years in the mortgage industry, Greg was twice awarded Mortgage Broker of the Year and won a Lifetime Achievement Award.

Ownwell

Dan MacDonald

Founder

Dan built software for the Canadian mortgage industry for 8 years as the CPO of Lendesk. He held an in-depth knowledge of Finmo, one of the leading two origination platforms in Canada. His experience as a first-time homeowner (and a client of a mortgage broker and realtor) fuelled the insight behind Ownwell.