Retention Radar
Catch losses before they show up in your monthly P&L.
Upload your past-clients roster (CSV). The scanner cross-checks every Charleston Tri-County mortgage recorded against a competitor lender for fuzzy-name matches against your list. When a match hits, you see who took the loan — and which Realtor brokered it. Compliance: your maintained list, public RMC data, no third-party PII.
Tracked clients
0
Losses · 30d
0
Lost principal · 90d
$0
estimated revenue lost
Distinct competitors
0
lenders winning your clients
Past clients · roster
Upload a CSV of past 12-24 months of closed loans to start tracking
required: full_name · optional: property_address · original_loan_amount · original_close_date · loan_type · notes
📂
Drop a CSV here, or click to pick
Header row required · idempotent on (name, address)
Where the losses go · 180d
competitor lenders ranked by lost principal
| Lender | Losses | Total $ | Last |
|---|---|---|---|
| Empty — upload a roster to start. | |||
Realtor partners routing loans away · 180d
ranked by lost principal · time for a conversation
| Realtor | Losses | Total $ |
|---|---|---|
| No realtor-attributed losses yet. | ||
Retention losses (0)
newest detection first · saved ★ on top, contacted ✓ next, dismissed ✕ hidden
| Detected | Client | Lost to | New loan | Property | Realtor partner | Match | Actions |
|---|---|---|---|---|---|---|---|
| No retention events yet. Upload a roster, run retention_scan via the nightly cron, and matches surface here. | |||||||