Client Acquisition and Retention Tools with Roxi Becker

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3M ago 42:54

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With a passion for data and property, it’s no surprise that Roxi Becker is now supporting the 3rd party channel in her role at CoreLogic.

In this interview, Roxi provides a brief time of her career and what brought her to Australia and current gig.

From there, we discuss key tools that brokers can use to help them with their client acquisition, retention and service delivery efforts.

Most brokers would be familiar with CoreLogic, and many would have pigeonholed them into the behemoth that does the lender valuations.

And though they do this well, as Roxi explains, other tools brokers can use include:

Digital Property Reports to provide further support and guidance to consumers who are looking to buy
Marketing Contacts, if you wanted to pull a prospect list and initiate contact with them
Tenure Search - to identify properties in any given area that have a higher likelihood of being listed for sale

And the ‘Watch List’, where a broker can upload a .csv file of their loan book so that if a client ever listed that property for sale, the broker will receive a notification to reach out and initiate a conversation to mitigate the risk of potentially losing that client.

If you want to find out more about the CoreLogic suite a products, visit their website. If you’d like to reach out directly to Roxi, connect with her on LinkedIn.

103 episodes