Retaining valued customers is much less costly than searching for new ones. Use Client Retention Lead Triggers to mitigate attrition and build stronger client relationships. Receive daily reports and current client portfolio alerts when new creditor inquiries have been added to their credit reports.
Available Lead Triggers
- Portfolio triggers for new mortgage inquiries
- New credit inquiry
- Potential customers in the market models
- Auto
- Home equity
- Mortgage
- Student lending
