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[Mortgage Marketing Radio] Why You’re Losing Repeat Business—and How to Fix It Fast

Jason July 16, 2025 0 Comments

Total Expert Founder & CEO Joe Welu recently joined Geoff Zimpfer for an insightful episode of Mortgage Marketing Radio. Their conversation explored how top-performing loan officers are turning CRMs into powerful engines for retention and referrals. Joe also shared insights from high-retention lenders like Rocket Mortgage and broke down practical strategies any LO can use without needing a massive support team or a huge budget.

From the evolution of customer expectations to the growing role of AI, you’ll learn how to deliver timely, personalized engagement that keeps clients coming back. Whether you’re a loan officer, branch manager, or mortgage marketer, this episode is packed with actionable takeaways to help you thrive in a changing industry.

Watch Mortgage Marketing Radio: Why You’re Losing Repeat Business—and How to Fix It Fast

The post [Mortgage Marketing Radio] Why You’re Losing Repeat Business—and How to Fix It Fast appeared first on Total Expert.

AboutJason Richardson

Jason specializes in digital marketing strategies and founded a digital marketing agency Richardson Digital Media™. Richardson Digital Media™ has quickly become a preferred marketing provider for real estate companies and nationwide mortgage lenders. Jason has won 9 President’s Circle of Excellence Awards for loan production over his career and was most recently honored as one of National Mortgage Professional Magazine’s “40 Under 40: The 40 Most Influential Mortgage Professionals.”