Owning the Customer: Keys to Success in Origination


Register Now

Early Cutoff:

  Before Regular After
MBA Member Price (Before ) $1.00 $1.00 (After ) $1.00
Non-Member Price (Before ) $299.00 $299.00 (After ) $299.00



One of the key success factors of a top producer is that they always have a consistent flow of business from previous customers. Typically, one-third of their current loan business comes from happy previous customers.

Join MBA Education and Pat Sherlock, President, QFS Sales Solutions to discuss strategies to implement a powerful personal retention program and understand how top producers are able to "own the customer."

Objectives and Topics:

  • Understanding good vs. bad retention & ways it impacts your origination results
  • Identifying what drives good retention
  • Implementing strategies to reduce your churn rate at the LO level: The early bird gets the retention worm!
  • Beyond the first six months…
  • Improving retention long term


Tuesday, June 16, 2020


2:00-3:00PM ET (subject to change)


This webinar is complimentary to MBA members, please use the promo code WEBINAR upon check out.


  • Pat Sherlock, President, QFS Sales Solutions

Who Should Attend?

  • Mortgage Originators
  • Branch, District, Regional & Division
  • Head of Sales
  • Senior Sales Leadership


Webinar is scheduled for Tuesday, June 16, 2020 from 2:00 - 3:00 PM ET.

Login instructions will be sent to registered attendees in advance of the webinar.

MISMO members receive complimentary access to all MBA webinars. Please contact info@mismo.org for the promotional code.

All attendees will receive a copy of the audio recording and materials shortly after the conclusion of the webinar.