Marketing Automation

How Originator Dan White Stays Connected with 3,000 Past Clients after 30+ Years

5 mins read
1 min
November 4, 2026

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“The part that I rely on most is the ongoing communication with our clients. The email feature is actually really great. We use that quite a bit. Our marketing department sets that up for us, so for an originator, it’s really just plug and play. Your past client database is really your gold.”
- Dan White, Area Sales Manager, Synergy One Lending

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