Rob Weinberg shares how Stikkum enabled him to increase conversations, bolster relationships, and close more business from his former borrowers.

“This is a no-brainer for any originator, whether you are a one-man shop or have 20+ loan officers in your branch. You will have more quality conversations as a result of Stikkum being implemented.”

Stikkum’s newly enhanced mortgage alert and automation platform is already making waves in the mortgage community. The current surge in refinancing due to historically low rates emphasizes the importance of relationships with former customers.

Robert Weinberg, Branch Manager with Benchmark Mortgage, credited Stikkum’s new technology to bolstering relationships with his former borrowers. “Past clients of mine, who I never thought would be in the market for a new mortgage, are coming back to me as a result of Stikkum,” he explained.

The expanded Stikkum platform features Stikkum RECONNECT, which provides full visibility into past customer activity. “I have always gotten a lot of business from repeat clients, but didn’t realize until Stikkum how much additional revenue was being left on the table,” said Weinberg.

In order to help convert mortgage retention leads, Stikkum CONTACT blends two-way messaging, AI-powered technology and a dedicated service team. This turns leads into conversations.

“This is a no-brainer for any originator, whether you are a one-man shop or have 20+ loan officers in your branch. You will have more quality conversations as a result of Stikkum being implemented,” said Weinberg.

In addition, Stikkum ENGAGE provides an automated customer marketing system, which allows mortgage providers to continuously communicate news and services to clients.

Most importantly, Weinberg is extremely satisfied with the speed of Stikkum’s new platform. “I am having great conversations, every single week, with borrowers in the market for a new mortgage. I have closed, on average, one additional transaction per month as a result of Stikkum,” he explained.

About Robert Weinberg & Benchmark Mortgage: 

Robert Weinberg started his career in the mortgage industry in 2003 as a loan officer for a large branch. He has served as a producing branch manager, on his own, for the last 14 years. As the Woodbury, Conn. Branch manager for Benchmark Mortgage, his mission is to help families maximize their financial success, eliminate debt and live a better life. Benchmark Mortgage is one of the fastest growing mortgage companies with expert mortgage consultants in over 80 branches nationwide.

To implement Stikkum’s mortgage retention alert and automation platform for your mortgage company, click here to learn more or request a demo.