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 relatio...

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...

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 roadma...

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...

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 d...

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 ev...

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-changer...

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.