Retention is quickly becoming one of the most important conversations in mortgage — and one of the industry’s greatest opportunities.

In a new episode of The Fintech Hunting Podcast, Katharine Loveland, SVP and General Manager of Volly, a division of WFG Enterprise Solutions and a Williston Financial Group company, shares insight into why retention can no longer be treated as an afterthought or occasional marketing initiative.

As AI reshapes borrower expectations and lenders rethink customer engagement strategies, the conversation around retention is evolving from simple outreach to building long-term relationships rooted in relevance, trust, and value.

Katharine discusses how lenders can better position themselves to stay connected with borrowers before they return to market and why the organizations that prioritize relationship-driven engagement today may be best positioned for the next market cycle.

An important and timely conversation for the mortgage industry.