Retention Triggers, from SettlementOne, allow you to minimize attrition and stay on top of your current customers while they shop. We’ve partnered with Experian® to bring you the tools you need to retain your business. Track and monitor your current base of customers and be alerted when they shop for a new mortgage or home equity.
How Retention Triggers Work:
- We monitor your current customers on a daily basis
- When a customer shows credit activity for another lender, you’re notified
- You contact your customer and minimize attrition and grow share of wallet
You can download more information here, or you can request more information from our team below.