• Client Acquisition and Retention Tools with Roxi Becker

  • Feb 11 2025
  • Durée: 43 min
  • Podcast

Client Acquisition and Retention Tools with Roxi Becker

  • Résumé

  • With a passion for data and property, it’s no surprise that Roxi Becker is now supporting the 3rd party channel in her role at CoreLogic.

    In this interview, Roxi provides a brief time of her career and what brought her to Australia and current gig.

    From there, we discuss key tools that brokers can use to help them with their client acquisition, retention and service delivery efforts.

    Most brokers would be familiar with CoreLogic, and many would have pigeonholed them into the behemoth that does the lender valuations.

    And though they do this well, as Roxi explains, other tools brokers can use include:

    • Digital Property Reports to provide further support and guidance to consumers who are looking to buy

    • Marketing Contacts, if you wanted to pull a prospect list and initiate contact with them

    • Tenure Search - to identify properties in any given area that have a higher likelihood of being listed for sale

    And the ‘Watch List’, where a broker can upload a .csv file of their loan book so that if a client ever listed that property for sale, the broker will receive a notification to reach out and initiate a conversation to mitigate the risk of potentially losing that client.


    If you want to find out more about the CoreLogic suite a products, visit their website. If you’d like to reach out directly to Roxi, connect with her on LinkedIn.

    Voir plus Voir moins

Ce que les auditeurs disent de Client Acquisition and Retention Tools with Roxi Becker

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.