NOW ONLINE!
Atlanta, GA
June 24th, 2026
3:30 PM-4:30 PM
NOW ONLINE!
Chattanooga, TN
June 25th, 2026
11:30 AM-12:30 PM
NOW ONLINE!
Asheville, NC
June 26th, 2026
11:30 AM-12:30 PM
BONUS for all Attendees!
At the end of this session we’ll give you a ready to use template for the one email you need to send at month 6 to stay top of mind.
The Follow-Up That Protects Future Business
This class focuses on why staying in touch with your database matters, the real cost of inconsistent communication, and how to create simple, sustainable follow‑up habits that keep you top of mind—without being salesy or adding more work.
In this session, you’ll learn:
- Why borrower relationships fade faster than most loan officers think
- The hidden cost of going quiet after the loan closes
- How “operational moments” can become powerful relationship‑building moments
- Simple, realistic ways to stay in touch—even if time and content aren’t your strengths
- How consistency (not creativity) fuels repeat and referral business
This is an educational, practical class for loan officers who want to protect the business they’ve already earned and turn past clients into long‑term referral partners.
Our Speaker
Lyndsay Magre is a seasoned marketing leader with more than 20 years of experience building brands, driving demand, and leading teams across SaaS, fintech, and nonprofit organizations. As VP of Marketing at Aduvo, she leads brand strategy and execution for a platform that helps loan officers stay connected with clients automatically. Her background includes leadership roles at Peoples Mortgage Company, Infusionsoft, and mission-driven organizations, where she developed marketing programs that boosted visibility, engagement, and growth.