The Homeowner Lifecycle Play: Retention, Advice, and the Next Transaction.

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Oct 01, 2026

2:00PM

Oct 01, 2026

3:00PM

Location

Online via Zoom

Categories Webinar

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The Homeowner Lifecycle Play: Retention, Advice, and the Next Transaction.

Join NAMB and Trust Engine for this informative webinar on Thursday, October 1, 2026 at 2pm ET.

In a market where every broker is fighting for the same leads at the same rate, the LOs who win aren't the ones with the cheapest quote, they're the ones who become their borrower's advisor for life.

Join TrustEngine's Dave Savage and a panel of top-producing originators and thought leaders for a candid conversation on the shift already underway: why borrower retention is quietly becoming the highest-ROI lead gen strategy in the industry, what borrowers are actually asking for from their LO (hint: it's not a lower rate), and how the best originators are using technology to scale advice without losing the personal relationship that makes them irreplaceable. The panel will also dig into a critical but overlooked opportunity: spotting first-time sellers and repeat purchase moments before the competition even knows the client's in market.

Whether you're an independent broker or running a growing shop, you'll walk away with a clear framework for turning one-time transactions into lifetime homeowner relationships - and the next deal that comes with them.