Rates don't have to drop to the floor for your refi pipeline to constantly produce. But when they do (and they will), the originators who built their machine before the boom hits are the ones who eat. Everyone else scrambles.
This session is about being ready. Not just having a database — having a system. Not just watching rates — knowing exactly who to call the moment they move. And understanding that the refi isn't just a transaction — it's the next chapter in a lifetime relationship with a borrower who never has a reason to go anywhere else.
What you're walking away with:
- How to build a refi pipeline that produces now and explodes when rates drop
- The perfect annual borrower review and why it's your most valuable sales call
- How to segment your database so you know exactly who's refi-eligible when rates move
- How the refi conversation leads naturally to home equity products
- Scripts, texts, and outreach that actually get responses
- How to monitor rate triggers without being glued to your screen
- How to turn every refi into a borrower for life
- How to scale fast when the refi wave hits
Details
Wednesday, June 16, 2027
1PM ET