Total Expert

Giving back is at the center of Angie Turley's heart ❤️ Since joining Fairway Independent Mortgage Corporation, she has become even more involved with local nonprofits and making an impact in her community. As a result, community interactions have become central to her personal behavior as a lender. Hear more about Angie's story and how she has become a top producer in the latest episode of Street Level Strategies with Bobbi Jo Dallas Card ⬇️

Boost your team's engagement with Total Expert Customer Intelligence to turn real-time alerts into opportunities. It's not just about communication—it's about delivering what truly excites and drives action! Head to the comments to see the other ways Meg Dunn and her team at LMCU are using Customer Intelligence to drive efficiencies.

Even a single Fed rate cut has the potential to spark interest from borrowers to enter the market and refis for homeowners who locked in higher interest rates during the last two years. As homeowners begin to shop rates, this could create some drastic money movement and even potential penalties for lenders. Our latest ebook will show how to minimize the risk of EPO penalties, recognize homeowners who could be in the market to refinance, and increase retention before rates fall. Download the guide to learn more: https://lnkd.in/d9EyhQuu

We're making it easier to show up in the moments that matter. Automatic contact record enrichment helps lenders have more high-quality interactions and hyper-personalize their relationships with more customers. Customer Intelligence Life Events can give your organization a data-driven enhancement that allows you to approach engagement at scale across the organization. Head to the comments to read about the announcement and Total Expert's Summer Release! ⬇️

#TotalExpert Founder and CEO Joe Welu and General Manager of Banking James White offered their perspectives to GOBankingRates to help customers understand what they can and should expect from their bankers. Their advice? Help customers prepare for life's milestones by showing up in the moments that matter—like graduation, marriage, and retirement—when major financial transactions often occur. https://lnkd.in/gBHyCUYs

The economic environment has caused consumers to contemplate moving their money—but chasing transactions only gets you so far. In a climate where financial institutions compete in a rate war to acquire new consumers, the ones that will succeed are those that prioritize building trusting, lifelong relationships over short-lived wins. Watch our webinar with Alloy Labs Founder & CEO Jason Henrichs to learn how to build up your deposit base and avoid chasing the short-term victories that hinder long-term success. https://lnkd.in/djNGUSzG

If you've ever stared at your social media profiles, wondering what to send out, consider this advice from Kara Nungesser at United Community. Finding a niche or need that your agents, customers, or partners have could be a great way to generate a consistent weekly or monthly content cadence. That will give you the parameters needed to generate a consistent social media following and engage with your audience more. Listen to Kara's full episode of Street Level Strategies with Bobbi Jo Dallas Card to learn the social media tricks that have helped her turn her social media outlets into an effective business resource. 🔊: https://lnkd.in/gpi5eddH

#TotalExpert General Manager of Banking James White has the solution to all your credit union's challenges in his latest ad 😉. Let us blow your socks off with our platform and then outfit you with a new pair🧦 at the ACUMA (American Credit Union Mortgage Association) annual conference. Prioritize some time in Las Vegas next month to visit our kiosk and see how our customer engagement solution can help you serve and support your members.

Are you aware of your customers' financial situation and what they need? As a lender or banker, you can't effectively help your customers and keep them informed if you are unaware of their situation and needs. In honor of #FinancialAwarenessDay, make sure you take the time to invest in your customers today. That means taking stock of their financial well-being so you can show up in the moments that matter. Then, consider how you can anticipate their needs with insights and intelligence to ensure you are investing in financial awareness for all 365 days of the year. Learn how Total Expert's Customer Intelligence and Life Events can help you discover what your customers' needs are.

The countdown is on. The NAR practice changes will officially take effect on Saturday. Are your lenders prepared? Make sure you are ready to tackle every question your borrowers have and find out how to navigate these new changes.