Can you calculate how much trail income you lose each year? Do you want the tools to see the risk, stop the churn, delight your customers and grow your business?
Stryd is partnering with Learn Awesome to launch a Proactive Retention education program during the Better Business Summit Series. This program is designed to help brokers move from reactive to proactive retention practices and build more resilient, higher-value businesses through stronger trailbook growth. It is available for all brokers - not just Stryd customers - to support the industry as a whole to help retain the strong market share it holds.
The industry average for trail book runoff sits between 20%-25% and significant pressure is building on brokers to write more loans just to maintain their trail book balances as their businesses mature. Retention technology like Stryd is supporting brokers to focus on new business because it takes care of automatically monitoring their trail book and shines a light on the opportunities for improvement in customer retention.
Whilst the emergence of AI means new automation and intelligence capabilities can expand the insights offered from data, brokers also want practical guidance on how to embed proactive retention processes in their day to day operations. They need clear steps for implementation and want it (retention) to run automatically in the background, whilst providing new revenue opportunities for their business.
“From working closely with our broker and aggregator customers, we know Stryd offers vital automation for loan book monitoring and retention processes to give time back to the brokers to do what they do best - meet customers and write loans. We have a great pipeline of new features to deliver over 2026, including AI capabilities, which will expand automation and data intelligence in the solution. said Ruth Hatherley - CEO & Founder of Stryd. “However, where we see there is still a gap for brokers to comprehensively embed proactive retention into their everyday priorities is practical, structured guidance on what proactive retention looks like, how to calculate the cost and then implement new processes to retain more customers and drive increased revenue for their business.That’s why we partnered with Learn Awesome to deliver the strongest education offering in the market.”
The program has been thoughtfully designed with practical, time-efficient and immediately actionable content, helping brokers move from reactive annual reviews to proactive, data-led client engagement. It includes calculators and tooling to demonstrate how proactive retention improves trail book stability, increases referrals, lifts client lifetime value and strengthens overall business valuation.
Learn Awesome founder Steve Corney said the partnership represents a strong alignment between technology and learning design.“Stryd recognised that the real opportunity wasn’t just better tools - it was better understanding and better habits,” Corney said. “Our role is to translate proactive retention into practical behaviours brokers can adopt quickly. When education and technology are combined properly, that’s when real industry change happens.”
During BBS26, brokers can register for free to receive the Proactive Retention Workbook to get immediate access to some excellent tools like a leakage calculator - which helps you realise the lifetime cost of losing a customer - as well as daily rituals and outreach templates.
The education program has received recognition from industry associations, with Continuing Education Credit (CEC) and CPD point eligibility supported by leading broker bodies. This ensures brokers can strengthen their retention capability while also meeting professional development requirements.
This program will be a complimentary service for our Stryd customers but isn’t exclusive, it will be available to the entire broking community via this partnership. This means all brokers can access this learning material and be recognised with CPD points for engaging with this proactive retention education program.
About Stryd - https://www.stryd.au
Stryd is a retention technology provider for mortgage brokers, delivering data-driven tools that help brokers identify client opportunities, strengthen retention and grow more stable trail books through proactive engagement.
Media Contact:
Ruth Hatherley - Founder & CEO, Stryd, Perth Australia 0422 044496
