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Dan Catinella joined David Lykken on Lykken on Lending to discuss a wide range of topics related to mortgage technology and the industry's technological transformation. This included how AI can fuel and enhance data for originators and loan officers by creating deeply enriched customer profiles that prioritize hyper-personalization and human engagements. Head to the comments for the full podcast episode—The Future of Mortgage Tech: Insights from Total Expert Accelerate 2024 with Dan Catinella of Total Expert—and find out what #TotalExpert has in store for originators.

The key to success in the current financial landscape isn’t chasing transactions and short-term victories. The banks and credit unions that are driving growth—and positioning themselves to reap long-term benefits—are the ones leveraging purpose-built technology to educate, engage, and advise their accountholders at every stage of the financial journey.  Download our Banking Budget Toolkit in the comments to learn how you can get your budget approved and begin your digital transformation ⬇️

Together, we can continue Igniting the Future of financial services, make a difference for our customers, and win their loyalty for life #Accelerate2024

Our Firestarter recognition goes well beyond #Accelerate2024! Please join us in celebrating Assurance Financial's Lindsi Flynn and Fairway Independent Mortgage Corporation's Beth Penny 🔥🔥 Find their stories in the comments section ⤵️ Lindsi is a marketing leader for her organization that has seen the impact of Total Expert and Customer Intelligence. She was empowered to change the status quo and build a strategy that is hyperfocused on localization. After working with her loan officers to ensure buy-in, the strategy launched in 2023 and has yielded impressive KPIs, including a 60% increase in leads and a 22% increase in conversions. Beth's role as a CRM Training Specialist has relied heavily on training, educating, and incentivizing loan officers and branch managers to leverage the platform. This includes finding inventive ways to get more system interaction to gain a business advantage. A recent user competition using Total Expert's Co-Marketing functionality resulted in a skyrocketing 960% increase in the number of co-marketing invites sent.

Don’t miss this opportunity to hear from Golden 1 Credit Union Director of Home Loans Jonathan Engler, Amazon Web Services (AWS) Principal Strategic Advisor for Credit Unions George Estrada, and Total Expert General Manager of Banking James White as they demonstrate how you can accelerate your time to value by purchasing Total Expert’s purpose-built financial tools through the AWS Marketplace. Here's what you'll learn in this webinar: 🔹How to take the first steps toward a more agile approach that leverages digital tools and technology 🔹How to foster growth and respond to members’ needs in our always-connected world 🔹How to future-proof your credit union as technology and member expectations evolve Use the link in the comments to register ⬇️

The latest Street Level Strategies episode featuring Laura Kurtz from Acopia Home Loans - NMLS 4664 is live! #TotalExpert has become ingrained in Laura's work life and drives her daily operations as a Producing Branch Manager. Both she and Bobbi Jo Dallas have the same advice—ditch the notepad! Start updating your notes across your systems to help make the biggest impact with your clients. Head to the comments for the link to the full episode ⬇️

Sometimes you've gotta let loose and get lit with good games, good food, and good music 🔥🎸🍿 Cheers to the winners of our The Mortgage Collaborative Cornhole Tournament Tess Dailey and Nick Borunda and everyone who attended our #Accelerate2024 customer appreciation celebration at The Market at Malcolm Yards. And special thanks to our musical guests, Pop Rocks for pumping up the jams! 🤘

If four out of five individuals feel underinsured, agents have an opportunity to connect the dots for their customers and ensure they feel prepared for life's uncertainties. So, how can agents leverage automation to step up in the moments that matter instead of missing a chance to renew a customer's coverage, modify their policy, or add a line of insurance? This conversation between Ilya Filipov and Chris Cline, executive director at Independent Insurance Agents and Brokers of America's ACT - Agents Council for Technology helped highlight how insurance leaders can leverage data-backed triggers to drive growth and retention. Click the link in the comments to see the full webinar 🖱️

If your goal for 2025 is to drive deposit growth and retention, maximize loan opportunities, and build lifelong relationships with customers, then it’s critical that your team has the right tools and technology in place.   As you build your budget for 2025, now is the time to show your investment committee that you can’t wait any longer to implement purpose-built technology that seamlessly integrates with your current systems and scales as your organization grows.  Download our Banking Budget Toolkit in the comments to learn how to secure the budget you need and build the tech stack you deserve 💾

Life happens whether we’re ready or not. So, knowing when your customers experience a major life event allows you to engage them at moments that matter and maximize the lifetime value of every relationship.  Download The Insurance Guide to Life Event Engagement in the comments to learn how Total Expert monitors your database and surfaces high-quality opportunities so you can build deeper relationships and win customers for life.