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Stikkum

CRM
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About Stikkum

Monitor & retain mortgage clients automatically

Stikkum automates client retention monitoring for mortgage brokers by tracking engagement and triggering alerts for at-risk accounts.

Use cases in GFunnel

  • Alert brokers to inactive clients before churn
  • Track client lifecycle milestones & renewal dates
  • Automate retention outreach workflows

Automation ideas

  • Auto-flag inactive clients for outreach
  • Schedule retention emails by risk score
  • Generate monthly churn risk reports

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