From Leads to Loyalty: How Total Expert + RETR Power Modern Mortgage Growth

In this webinar, Total Expert Chief Lending Officer Dan Catinella sits down with James Hooper, Chief Revenue Officer at RETR, to discuss how forward-thinking lenders are using real estate intelligence, automation, and AI-driven engagement to transform recruiting, customer retention, and long-term growth.  

Together, they explore how the partnership between Total Expert and RETR is helping lenders identify high-value opportunities, strengthen realtor relationships, improve borrower retention, and automate personalized engagement at scale. From loan loss insights and recruiting intelligence to AI consent capture and Home Valuation Reports (HVRs), this conversation highlights the technologies and strategies reshaping the future of mortgage lending, including:

• How real estate and mortgage data intelligence help uncover recruiting and referral opportunities

• Why borrower retention remains one of the industry’s biggest growth challenges—and how leading lenders are solving it

• The role automation and AI play in scaling personalized borrower engagement

• How RETR Home Value Reports (HVRs) are driving consumer engagement, equity conversations, and new loan opportunities

• Why seamless integrations between data platforms and CRM/marketing automation systems matter more than ever

• Insights into emerging industry trends, including AI adoption, market share consolidation, and the future of originator productivity

• Real-world examples of how lenders are improving retention rates and generating measurable ROI through automation and data-driven strategies