How to Stop Losing Past Client Deals Before It’s Too Late
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Episode Summary:
In this episode, we talk with Andrew Penner about the often-overlooked goldmine every loan officer already has: their past clients.
We explore why so many lenders lose out on repeat business because they don’t know when clients are ready to buy again, refinance, or invest.
Andrew introduces Milo.ai, a platform that uses behavioral signals and deeply integrates with CRMs to help mortgage professionals stay top of mind without overburdening their time.
The conversation also touches on maintaining authenticity in communications, balancing automation with the human touch, and preparing now for a likely surge in demand moving into 2025–2026.
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