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 Engagement Manager, Bobbi Jo Dallas, Kevin praises the Total Expert system and Customer Intelligence alerts. Hear how Total Expert helps him develop long-term relationships and how the interface makes daily operations more efficient.

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 agents, and grow your social media following. Watch Laura's entire conversation with Total Expert's Customer Engagement Manager, Bobbi Jo Dallas, to see some best practices and tips on using Total Expert to enhance your personal performance.

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 reallocate his time from moving people from one list to another to reaching out and connecting with customers. Watch Todd's entire conversation with Total Expert's Customer Engagement Manager, Bobbi Jo Dallas.

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 knowledge bombs linking Twinkies and mortgages, automating contact information to centralize and manage his database, or implementing Customer Intelligence insights into his conversation, Matt constantly uses Total Expert to engage with agents and borrowers and maximize his pipeline opportunities. Check out Matt’s full conversation with our Customer Engagement Manager, Bobbi Jo Dallas.

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. 

This episode of Street Level Strategies: In the Trenches with Top Producers features Shawn Kerley, regional vice president at USA Mortgage. In addition to his day-to-day role, Shawn is also a technology coach and trains all his loan officers on Total Expert. Don't miss out on this special episode, where Shawn takes the driver's seat and demo's the top four things that he believes every loan officer should know how to do in Total Expert.

This episode of Street Level Strategies: In the Trenches with Top Producers features Bill McDonald, branch manager at VanDyk Mortgage. In this conversation, Bill talks about the power of video and shares how he is using BombBomb and Total Expert to educate different buyer groups and retain existing customers and referral partners.

Just over three months ago, Wendie White, regional manager at Prosperity Home Mortgage went from never using the Total Expert platform to using it every single day to manage her leads, clients, and referral partners. Tune in to this episode of #streetlevelstrategies to learn about why she made the change and the daily and weekly strategies she has implemented since then that have been game-changers for her and the teams she manages.

Joe Tupy is an extremely insightful and purpose-driven originator who is focused on leveraging data and technology to be highly effective in his communications, relationships, and day-to-day operations. Watch this episode of #streetlevelstrategies to learn how and more importantly, why! Shoutout to @ninja selling, @rate plug, @mortgagecoach @bombbomb @experience.com

This episode of Street Level Strategies: In the Trenches with Top Producers features Ashley Pratt, Branch Manager at Intercap Lending. Ashley has truly integrated technology into her day-to-day workflow - from tracking leads and following up with clients, to consistently engaging with referral partners, Ashley has figured out how to make Total Expert work for her.

This episode of Street Level Strategies: In the Trenches with Top Producers features Shane Hofmann, Mortgage Consultant at Edina Realty Mortgage. As we move into this slower season, Shane is really looking to invest in his agent relationships. In this conversation, he shares his strategy to engage and show value to his referral partners with the co-marketing capabilities in Total Expert.

Consistency is key. 🔑 In this episode of Street Level Strategies, Patti Adamson, top producer at VanDyk Mortgage shares how she is increasing her referral network by consistently showing value to her agents with Total Expert. She has built a streamlined process where every week she is sharing marketing resources with her agent database as a way to provide value and also entice agents to sign up for Total Expert. This repeatable process has been a true game changer for her business and her referral partner relationships.

This episode of Street Level Strategies: In the Trenches with Top Producers features Robby Cole, loan officer at Benchmark Home Loans. Robby is a Co-Marketing superstar and has over 80% Co-Marketing acceptance rate with his agents. In this conversation, he shares his best practices and processes for inviting, onboarding, and supporting his agents in Total Expert.

This episode of Street Level Strategies: In the Trenches with Top Producers features Shannon Hoff, loan officer at American Pacific Mortgage. In this conversation, Shannon shares how Total Expert has helped her be more efficient, improve her customer experience, and close more deals. She also shares some of the creative ways she is using in-person events to generate new opportunities and referrals.

This episode of Street Level Strategies: In the Trenches with Top Producers features Heather Neuner, Senior Loan Officer at Fairway Independent Mortgage Corporation. Heather is a power user of Total Expert and has truly integrated the platform into her day-to-day operations as an originator. In this conversation, you will hear how she now manages and tracks her whole contact database from one spot in Total Expert and automates her entire workflow from the platform.

This episode of Street Level Strategies: In the Trenches with Top Producers features Josh Tapp, Sales Manager at Sierra Pacific Mortgage. Josh discusses the impact Total Expert has had on building his referral partner relationships and also surfacing up existing opportunities in his database through post-close journeys and campaigns.

This episode of Street Level Strategies: In the Trenches with Top Producers features Jody Eichenblatt, Senior Mortgage Consultant at Prosperity Home Mortgage. In this conversation, Jody shares how he uses Total Expert to organize his day and prioritize his highest-value opportunities. He also discusses how Customer Intelligence has helped surface additional opportunities in his database that would have otherwise gone unnoticed without the alerts.

This episode of Street Level Strategies: In the Trenches with Top Producers features Adam Neft, Producing Branch Manager at Go Mortgage. With over 10 years of Total Expert experience, Adam shares some of his top best practices when it comes to leveraging the system. Most importantly how automated communication helps surface new opportunities and deal flow, and the importance of marketing and staying relevant with your consumers.

This episode of Street Level Strategies: In the Trenches with Top Producers features Rodger Horton, senior loan officer at Benchmark Mortgage. In this conversation, he shares how Total Expert enables him to build and deepen his referral partnerships by providing them with a one-stop shop for co-marketing resources. He also touches on the importance of database management and ensuring you are reaching out to the right person and the right time regardless of where they are in the customer lifecycle.

This episode of Street Level Strategies: In the Trenches with Top Producers features Andrew Denham, producing branch manager at Mortgage Investors Group. In this conversation, we discuss the convenience of sending out relevant, timely content, creating personalized video milestone updates to the borrower, seller's agent and buyer's agent, and leveraging automated messaging to increase loyalty and retention.

This episode of Street Level Strategies: In the Trenches with Top Producers features Jeremy Schachter, producing branch manager at Fairway Independent Mortgage. In this conversation, we discuss the importance of having an automated process in place from prospect through closing. We also touch on a variety of high-value features such as personalized infographics, automated listing alerts, birthday and loan anniversary reminders, and more!

This episode of Street Level Strategies: In the Trenches with Top Producers features Sean Werner, loan officer at PRMG. In this conversation, we discuss the impact of personalized video Journeys, the power of multi-channel communication, and the benefits of a pre-built marketing library.

This episode of Street Level Strategies: In the Trenches with Top Producers features Gil Ledany, senior loan officer at CrossCountry Mortgage. In this conversation, we discuss the ease of updating and managing your database, differentiating yourself from the competition through personalized marketing, and building and nurturing your referral partner network through Co-Marketing in Total Expert.

This episode of Street Level Strategies: In the Trenches with Top Producers features Michael Virostko, loan officer at Evolve Bank and Trust. In this conversation, we touch on leveraging BombBomb to quickly send out personalized video emails to your database, collaborating with team members in platform, and staying organized with tasks.

This episode of Street Level Strategies: In the Trenches with Top Producers features Shaun Daney, loan officer and business development manager at Benchmark Mortgage. In this conversation, we discuss leveraging Lead Capture Apps for planning events, managing attendance, and capturing attendee contact information. We also cover how originators can use Total Expert to help referral partners grow their business with a library of co-branded marketing materials.