Retention Triggers

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:

  1. We monitor your current customers on a daily basis
  2. When a customer shows credit activity for another lender, you’re notified
  3. 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.