Episode 05

The Clawback Shield

Clients who refinance or discharge inside 24 months trigger clawbacks that quietly eat your commission.

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Problem

Clients who refinance or discharge inside 24 months trigger clawbacks that quietly eat your commission.

Solution

A system that watches your book for clawback-risk clients and prompts a check-in before they move.

Outcome

Clawbacks caught early and defended, instead of discovered on a commission statement.