Capture Refis First: Strategy + Strike Rate Training

Why It Matters

By turning fleeting rate drops into actionable refinance opportunities, mortgage professionals can increase closed deals and client loyalty, directly impacting revenue growth.

Key Takeaways

• Proactive client outreach prepares for fleeting refinance opportunities
• Use strike‑rate tool to lock in optimal mortgage rates
• Quantify “cost of waiting” to counter client greed
• Set notifications for automatic alerts on rate‑triggered refinances
• Adjust thresholds by loan size to maximize savings and efficiency

Summary

The webinar, titled “Capture Refis First: Strategy + Strike Rate Training,” walked mortgage professionals through a systematic approach to identifying and acting on brief refinancing windows. Host Barry, joined by industry analyst Bill Hagman, emphasized shifting mindset from frustration over volatile rates to proactive client engagement. Key insights included contacting every client from the past three years, using the proprietary strike‑rate tool to pre‑set target rates, and leveraging the “cost of waiting” calculator to illustrate lost savings when clients hesitate. The presenters highlighted that Treasury‑rate dips often last only one to four days, making timely outreach essential. Examples featured a chart of ten‑year Treasury dips and a scenario where a $400,000 loan at 7% could save $260 monthly at a 6.25% strike rate. By quantifying the $1,560 loss over six months of waiting, the team demonstrated how to counter client greed with concrete numbers. The implications are clear: agents who automate alerts, customize thresholds by loan size, and lock in strike rates will capture more refinances, boost pipeline volume, and enhance client satisfaction, ultimately driving higher revenue in a competitive market.

Original Description

Refinance opportunities don’t last long and the originators who capture them aren’t guessing, they’re prepared.

When rates move, even slightly, a window can open and close quickly. Without a system in place, it’s easy to miss the moment and the opportunity that comes with it.

In this free webinar, MBS Highway will show you how to use Strike Rate to stay ahead of the market and take action the instant refinance opportunities make sense for your clients.

You’ll learn how to monitor rate movement automatically, set personalized targets, and receive alerts the moment your clients could benefit so you can reach out with confidence and speed.

In this session, you’ll walk away with:

• Simple, effective ways to position strike rates with your clients

• A step-by-step approach to setting up and managing your alerts

• Proven workflows to quickly turn alerts into conversations, and conversations into applications

By the end, you’ll have a clear, repeatable system designed to help you act faster, stay organized, and capture more refinance volume when it matters most