The $1.2 Billion Deal That Changes Client Retention for Real Estate Agents | Loan Daddy EP 16

CrossCountry Mortgage's acquisition of Two Harbors Investment Corp is a $1.2 billion bet on one idea: the client relationship should not end at closing. In this episode I break down the deal, what RoundPoint Mortgage Servicing brings, and why client retention for real estate agents is the real story here. We cover the customer-for-life mentality, why real estate is different from a CPA or financial advisor relationship, the follow-up systems top agents build, working on your business vs working in it, and how a vertically integrated lender keeps your clients in your orbit for the life of their loan. CHAPTERS 0:00 Cold open 0:07 Welcome to Episode 16 0:33 The customer-for-life mentality 1:10 Why real estate is different from a CPA or financial advisor 1:41 What top agents do to keep clients in their orbit 2:03 Building a follow-up system that scales past 200 clients 2:36 The client you went the extra 10 miles for 3:07 Thinking three, four, five steps ahead 3:28 Working ON your business vs working IN it 3:56 Every person your buyer meets must know their agent was you 4:44 The news: CrossCountry Mortgage acquires Two Harbors for $1.2B 4:57 What is a REIT, and what RoundPoint Mortgage Servicing adds 5:35 Why agents should care: your client stays in our orbit 6:21 Originate, service, help with the next financing need 7:18 The bidding war with UWM 7:38 Why the customer wins 7:57 Your thoughts + wrap-up Follow Scott: Instagram:   / loan.daddy   Facebook:   / scottnadler.ccm   YouTube:    / @theloandaddy   DISCLAIMER: This content is for educational purposes only and is not financial, legal, or tax advice. Consult a licensed professional before making any related decisions. Tags crosscountry mortgage, two harbors, roundpoint mortgage servicing, client retention, real estate agents, customer for life, mortgage servicing, real estate podcast, loan daddy, scott nadler, working on your business, vertically integrated lender