The focus of this session is retention and recapture — the strategic use of second lien products to re-engage a past client before banks, credit unions, and fintech lenders do it first. Every LO has a book of business. This session will help you turn that book into a pipeline.
What you will learn:
- The Silent Client Loss Problem
- Database Segmentation for Second Lien Targets
- The Annual Equity Review
- Leveraging Trigger Events for Timely Outreach
- The 30-Day Recapture Sprint