Weekly FAQ: How to Act on Mortgage Alerts & Upload Your Database in Minutes
Автор: Stikkum
Загружено: 2026-01-24
Просмотров: 1696
Weekly FAQ: How to Act on Mortgage Alerts and upload customer databases.
How to Act on Mortgage Alerts and how mortgage providers, loan officers, and mortgage brokers take immediate action when borrower intent shows up.
In this video, we answer two of the most common questions we hear every week:
1️⃣ How should you respond when a mortgage alert comes in?
2️⃣ How do you upload your customer database into Stikkum.io?
This walkthrough shows exactly how origination teams use Stikkum in their daily sales, follow-up, and retention workflows.
What you’ll learn:
How to respond to online mortgage shopping alerts (refinance, purchase, HELOC, reverse)
When to engage borrowers before they reach out to another lender or pull credit
How mortgage providers & loan officers protect past relationships and generate repeat business
How to securely upload your past-client database in minutes
Best practices for onboarding your database for ongoing alerts and follow-up
Stikkum is built for mortgage professionals who want to be first, be relevant, and stay in front of their borrowers—without adding complexity to their workflow.
If you’re focused on growing pipeline, increasing pull-through, and winning back past clients, this Weekly FAQ is a must-watch.
👉 Learn more or request a demo:
https://stikkum.io/contact/
👉 Follow Stikkum on Youtube, Linkedin and Facebook for walkthroughs, and real-world examples from mortgage lenders, loan officers, and mortgage brokers using borrower-intent intelligence.
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