Street Level Strategies: In the Trenches with Top Producers

Many loan officers like Kevin Kendall at Westerra Credit Union see the value in helping people become homeowners. As a 15-year industry veteran, Kevin has prioritized an actionable, engaged CRM and holds Total Expert in high esteem for helping him build relationships with his clients. Credit and equity alerts have helped him engage or reengage with borrowers and homeowners to nurture those relationships over time. In this episode of Street Level Strategies with Total Expert's Customer Engagem...

Acopia Home Loans Producing Branch Manager Laura Kurtz began her career 30 years ago and switched to the mortgage industry in 2007. Total Expert has become ingrained in her work life, using the system at three companies. As an experienced user, Laura is a big advocate of Total Expert and trains many of her loan officers on how to use the system. The enterprise system in Total Expert has helped her ditch the notepad-tracking, automatically plan your day, enhance relationships with real estate ...

Todd Barrett is genuinely a power user of Total Expert! After moving to Canvas Credit Union more than a year ago, Todd advocated for adopting the system after using it for more than four years at his previous company. As a Senior Mortgage Loan Originator in Denver, Colorado, he refers to it as the "backbone" of his business—logging in every morning to help organize his day and the roadmap for his work week. The automation algorithms and group organization in Total Expert have helped him reall...

Joining Street Level Strategies is one of the top-producing loan officers at Lake Michigan Credit Union (LMCU), Matt Adler. Last year, he closed over 360 loans totaling approximately $140 million in loan volume, making him a top-100 producer in the country. Matt is a 20-plus-year industry veteran who has seen the industry’s highs and lows, including technology. He “lives in Total Expert” and it is “one of the biggest tools” to help him nurture relationships with agents. Whether sending knowle...

This episode of Street Level Strategies features Bill Ezell, loan officer at Synergy One Lending. Bill is a true power user of the Total Expert platform and leverages the platform on a daily basis. From nurturing and staying in front of his leads to updating and communicating with his in-process borrowers to sending weekly videos to his past clients and referral partners, Bill manages his entire database with the Total Expert platform. Check out the full video to learn how!

This episode of Street Level Strategies features Jon Humig, producing sales manager at Prosperity Home Mortgage. In this conversation, Jon shares how he is leveraging automated Journeys to ensure that he is staying in touch with buyers, streamlining his communication, and making sure that no lead slips through the cracks.