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Description

In this episode of the Loan Officer Breakfast Club, Owen Lee dives into one of the most overlooked keys to growing your business: real client follow-up. He breaks down why relying solely on email drip campaigns just doesn't cut it anymore. If you're not calling your past clients or actively monitoring your database for activity, you're leaving money on the table.

Owen explains the importance of building systems that go beyond automation—like scheduling regular check-in calls and setting up alerts to catch when past clients are back in the market. This isn't theory—it's the kind of actionable strategy that keeps loan officers top-of-mind and earning repeat business.

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