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Episode 99 - Is your financial institution missing out on valuable loan and deposit leads by not handling them correctly
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In this episode of the Hit Record Podcast, Meredith Olmstead and Kristin Mock discuss a critical and often overlooked opportunity for financial institutions: capturing leads before they drop off during the application process. They explore how simple lead forms, automation, and thoughtful follow-up can recover lost revenue and boost funded loans without burdening your team.
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