Total Expert

It's almost the weekend. If you're a lender and you're going to be working, make sure you let your agents know you'll be on the clock. Sometimes it's just that easy, according to Angie Turley at Fairway Independent Mortgage Corporation who has been sending that email out every single Friday for the last 17 years. Learn more of her tips and tricks from her episode of Street Level Strategies with Bobbi Jo Dallas Card: https://lnkd.in/gzDkiqmZ

Jeremy Davis from Southern Bancorp knows exactly what Total Expert and Ignite Integration Solutions, Inc. can do together. And Sunday will be your chance to see why at The Mortgage Collaborative's A Mile Above conference in Denver. Try us, you might like us 👀 We're sponsoring the opening reception together so swing by and grab custom cocktails 🍹, take the hot sauce challenge 🌶️, and try unique food 🍽️. Grab a meeting with our team while you're there 🤝 https://lnkd.in/gVBvAMrF Traci (Berg) Saliterman, Rebecca (Snee) Risse, Chris Calcasola, Jon Hill

Credit Inquiry Alerts can make a difference to a lender when a borrower or homeowner begins searching for a new home or starts shopping for a new rate. When their credit is pulled by competing lenders, Customer Intelligence can help you initiate communication so you never miss out on an opportunity to engage a customer. Learn more about Customer Intelligence at https://lnkd.in/gjjFZEhB

Our Excellence Core Value Award winner is Customer Marketing Manager, Rebecca (Snee) Risse! Becca is an exceptional employee who deserves ample recognition for how she interacts with customers, employees, and partners every day. But the highlight of her excellence shone through as she worked tirelessly to plan and execute #Accelerate2024. Becca was the mastermind behind the annual customer conference and was tasked with organizing the event. Her dedication and determination to deliver the highest-quality gathering was evident for the many months leading up to Accelerate, the entire conference from start to finish, and long after the celebration had concluded. She worked tirelessly to ensure that the event was revered by everyone in attendance while also providing the greatest value possible. In addition, Becca has traveled across the country this year, ensuring that Total Expert’s customer marketing campaigns are executed at an array of industry events. Congratulations and thank you for being an excellent member of the Total Expert team, Becca! 🎉

When instituted in a way that enables people, instead of replacing them, AI can make lenders more efficient than ever. Compounding that productivity over time can drastically impact a business. According to Shashank Shekhar of InstaMortgage and our own Joe Welu—in their conversation from #Accelerate2024—it's about finding a starting point and establishing benchmarks to measure success. Starting from that mindset, is your financial institution auditing the processes that are in place that bring the most value? If so, where could we implement automation and AI tools to make the organization more efficient? Once you can answer those questions, start setting goals and deadlines to achieve those KPIs and work toward that North Star.

#TotalExpert has a track record of helping credit unions strengthen member engagement. LMCU empowered its loan officers to better employ marketing materials and funded over $30M in loan volume in just the first four months of leveraging Total Expert Customer Intelligence. Learn how here: https://lnkd.in/gAJ54BMv And catch our team at the ACUMA (American Credit Union Mortgage Association) annual conference later this month. Stop by our kiosk and see how we can help you engage, serve, and support your members. 📆: September 29-October 2 📍: The Bellagio-Las Vegas, Nevada

The NAR settlement imposed practice changes on buyer agreements and compensation offers have been in effect for a few weeks. Each day, Realtors are learning how it will impact home transactions now and in the future. The question from Justin Messer is, in what way can lenders educate homeowners now on the importance of finding and using the right buyer's agent? Check the comments for a link to the full Expert Insights episode to hear from Joe Welu and Justin Messer, President and CEO of Prosperity Home Mortgage, LLC on humanizing the homebuying journey.

Our General Manager of Banking James White recently spoke with Barron's to highlight the impact, advantages, and disadvantages of short-term CDs on their holders when they mature. Read the full article here: https://lnkd.in/gkSDbMaD

At Total Expert, we believe in the power of partnership to elevate your tech stack, instead of being just another vendor. Our goal is to work alongside you, providing tailored solutions that support and align with your unique goals. Together, we create a stronger, more connected journey for your customers. Let’s build success together! Greg Sher, Managing Director at NFM Lending

We are proud to showcase our Core Value Award winners this month! Please join us in celebrating all our winners for exceeding expectations and being shining examples of Total Expert’s excellence. Our Action Award winner is Senior Software Engineer Alexander Philavong. Alex continually takes action in almost every facet of his work. He identified and launched the “front-end guild”—collaborating with a group of engineers interested in front-end technologies to share learnings, develop skills, and advance the front-end tech stack for Total Expert. Alex has actively taken on critical projects to ensure they are completed inside his own team on time while also supporting other teams, partners, and external vendors to deliver added features that create immense value for our customers. Congratulations and thank you for elevating Total Expert with your actions, Alex! 🎉