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 ...

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,...

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 ...

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...

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 lea...

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, streaml...

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...

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 Exper...

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 ...

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 #streetlevelstrateg...

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 wi...

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. ...

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 st...

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 conv...