Renewal Recovery resources
Written for the people who run a brokerage, not the people taking out the mortgage. How to find the renewals already sitting in your book, decide which ones deserve attention first, and build a follow-up process that survives a busy week.
Mortgage Renewal Follow-Up: An Operating Guide for Brokerages
How a brokerage turns renewal follow-up from something that depends on memory into a process that runs every week — segmentation, cadence, ownership, and what to measure.
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Renewal Recovery
Why Mortgage Brokerages Lose Renewals — and How to Tell Which One Is Happening to You
Six specific ways renewal revenue leaks out of a brokerage, what each one looks like from the inside, and the diagnostic question that tells them apart.
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Renewal Recovery
How to Build a Weekly Renewal Action List
The fields, the ranking and the weekly routine that turn a renewal book into eight to twelve names someone can actually work on a Tuesday morning.
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Renewal Recovery
The 120/90/60/30 Renewal Cadence: What Each Touch Is Actually For
A working cadence for renewal outreach, what each contact should accomplish, and where the operating convention ends and a lender's actual obligations begin.