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Loan officers will learn how to use cost-effective tools like Lo Ninja’s Home Value Estimate feature to send quarterly property updates and keep clients engaged. The team shared strategies for tracking lost clients with rate alerts and setting up QR code mailers that link directly to text messaging for faster responses. They also discussed building stronger referral pipelines by working with hard money lenders and using realtor questionnaires to improve workflows. Power dialer tips, email campaigns, and smart list creation were covered to make outreach more efficient. By simplifying forms and using automation, loan officers can save time while staying in front of both past and new leads.
