Канал: Total Expert

Street Level Strategies - Todd Barrett

Street Level Strategies - Todd Barrett

Activating Data the Right Way for a Targeted Purpose

Activating Data the Right Way for a Targeted Purpose

Street Level Strategies - Matt Adler

Street Level Strategies - Matt Adler

TE Life Events into Salesforce's Financial Services Cloud

TE Life Events into Salesforce's Financial Services Cloud

Introducing Accelerate 2024 Keynote Speaker Brent Gleeson

Introducing Accelerate 2024 Keynote Speaker Brent Gleeson

Create Unmatched Lifetime Value for your Customers

Create Unmatched Lifetime Value for your Customers

Adding Life Event Data to Customer Intelligence

Adding Life Event Data to Customer Intelligence

Put your System of Intelligence into Action

Put your System of Intelligence into Action

Earn and Retain Loyal Customers for Life

Earn and Retain Loyal Customers for Life

Empower Better Financial Health for your Customers

Empower Better Financial Health for your Customers

Enhancing Education and Engagement for Medicare Insurance Agents

Enhancing Education and Engagement for Medicare Insurance Agents

Agent Tutorial: Adding Your MLS Agent ID

Agent Tutorial: Adding Your MLS Agent ID

The Total Expert Food Tour Experience

The Total Expert Food Tour Experience

Total Expert Welcome & Overview

Total Expert Welcome & Overview

2024 Housing Market Outlook, Analysis, and Insights

2024 Housing Market Outlook, Analysis, and Insights

Total Expert for Medicare

Total Expert for Medicare

Smart, Simple, Streamlined Mortgage Growth with Total Expert + InGenius

Smart, Simple, Streamlined Mortgage Growth with Total Expert + InGenius

Expand Your Reach and Increase Referrals with Total Expert + TrustStar

Expand Your Reach and Increase Referrals with Total Expert + TrustStar

Avoid EPO Penalties in the New Rate Environment with Total Expert

Avoid EPO Penalties in the New Rate Environment with Total Expert

Maybe it’s Magic. Maybe it’s Customer Intelligence.

Maybe it’s Magic. Maybe it’s Customer Intelligence.

Automated Engagement

Automated Engagement

Purchasing Triggers

Purchasing Triggers

Compliant Marketing Collateral

Compliant Marketing Collateral

Increasing Customer Lifetime Value in Financial Services

Increasing Customer Lifetime Value in Financial Services

Risks & Opportunities Around the Rate Environment in 2024

Risks & Opportunities Around the Rate Environment in 2024

Quickly Surface Refinance Opportunities Using Customer Intelligence

Quickly Surface Refinance Opportunities Using Customer Intelligence

Purpose-Built Digital Ads for Modern Lenders with Adwerx

Purpose-Built Digital Ads for Modern Lenders with Adwerx

Maximize the Rate Environment and Seize Refinance Opportunities

Maximize the Rate Environment and Seize Refinance Opportunities

Why Attend Accelerate?

Why Attend Accelerate?

Next Generation Customer Intelligence

Next Generation Customer Intelligence

Next Gen CI

Next Gen CI

Using Credit Inquiry Alerts to Close More Loans

Using Credit Inquiry Alerts to Close More Loans

Total Expert Partner Ecosystem

Total Expert Partner Ecosystem

AI-Driven Sales Productivity with Capacity AI

AI-Driven Sales Productivity with Capacity AI

Street Level Strategies - Bill Ezell

Street Level Strategies - Bill Ezell

Equity Enrichment

Equity Enrichment

Credit Improvement

Credit Improvement

Street Level Strategies - Jon Humig

Street Level Strategies - Jon Humig

Integration: Encompass

Integration: Encompass

Integration: Optimal Blue

Integration: Optimal Blue

Integration: Salesforce

Integration: Salesforce

Integration: TrustStar

Integration: TrustStar

Advanced Lead Management: Contacted Date

Advanced Lead Management: Contacted Date

Advanced Lead Management: Custom Fields

Advanced Lead Management: Custom Fields

Customer Intelligence: Attribution Dashboard

Customer Intelligence: Attribution Dashboard

Customer Intelligence: Equity Enrichment Tools

Customer Intelligence: Equity Enrichment Tools

Platform Administration: Removing Users

Platform Administration: Removing Users

Platform Administration: Data Importer

Platform Administration: Data Importer

Platform Administration: Filtering Users

Platform Administration: Filtering Users

Sales Productivity: Phone Preference

Sales Productivity: Phone Preference

Sales Productivity: Video for Social

Sales Productivity: Video for Social

Sales Productivity: Agent Training

Sales Productivity: Agent Training

Sales Productivity: Contact ID

Sales Productivity: Contact ID

Street Level Strategies - Shawn Kerley

Street Level Strategies - Shawn Kerley

Advanced Firm Offer of Credit

Advanced Firm Offer of Credit

Customer Intelligence: Equity Enrichment

Customer Intelligence: Equity Enrichment

Total Expert Integration: Floify

Total Expert Integration: Floify

Total Expert Integration: Simple Nexus

Total Expert Integration: Simple Nexus

Advanced Lead Management Demo

Advanced Lead Management Demo

Innovation Showcase: Memos and Saved Lists Walkthrough

Innovation Showcase: Memos and Saved Lists Walkthrough

Unlock PMI Removal Opportunities with Total Expert Customer Intelligence

Unlock PMI Removal Opportunities with Total Expert Customer Intelligence

Seamlessly Target Reverse Mortgage Opportunities with Customer Intelligence

Seamlessly Target Reverse Mortgage Opportunities with Customer Intelligence

Uncover HELOC Opportunities Using Customer Intelligence

Uncover HELOC Opportunities Using Customer Intelligence

Leverage Customer Intelligence to Identify Cash-Out Opportunities

Leverage Customer Intelligence to Identify Cash-Out Opportunities

Street Level Strategies - Bill McDonald

Street Level Strategies - Bill McDonald

Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley

Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley

Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley

Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley

Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley

Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley

Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley

Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley

Better Together with Salesforce: 2023 Dreamforce Recap

Better Together with Salesforce: 2023 Dreamforce Recap

Street Level Strategies - Wendie White

Street Level Strategies - Wendie White

Street Level Strategies - Joe Tupy

Street Level Strategies - Joe Tupy

Customer Stories - Michael Virostko - Evolve Bank & Trust

Customer Stories - Michael Virostko - Evolve Bank & Trust

Customer Stories - Lesli & Jessica - Family Savings Credit Union

Customer Stories - Lesli & Jessica - Family Savings Credit Union

Customer Stories - Leessa & Cote - Guided Solutions

Customer Stories - Leessa & Cote - Guided Solutions

Customer Stories - Ken Stump - Dart Bank

Customer Stories - Ken Stump - Dart Bank

Customer Stories - Jen Poniatowski - Credit Union 1

Customer Stories - Jen Poniatowski - Credit Union 1

Customer Stories - Jelaire Grillo - Prosperity Home Mortgage

Customer Stories - Jelaire Grillo - Prosperity Home Mortgage

Customer Stories - Gino Fronti - PRMG

Customer Stories - Gino Fronti - PRMG

Customer Stories - Ann Dias - Luminate Home Loans

Customer Stories - Ann Dias - Luminate Home Loans

Focused View

Focused View

Equity Enrichment

Equity Enrichment

Street Level Strategies - Ashley Pratt

Street Level Strategies - Ashley Pratt

Street Level Strategies - Shane Hofmann

Street Level Strategies - Shane Hofmann

Street Level Strategies - Patti Adamson

Street Level Strategies - Patti Adamson

Street Level Strategies - Robby Cole

Street Level Strategies - Robby Cole

Street Level Strategies - Shannon Hoff

Street Level Strategies - Shannon Hoff

A Closer Look at the Mortgage Space Mid-2023 with Julian Hebron

A Closer Look at the Mortgage Space Mid-2023 with Julian Hebron

A Closer Look at the Mortgage Space Mid-2023 with Julian Hebron

A Closer Look at the Mortgage Space Mid-2023 with Julian Hebron

A Closer Look at the Mortgage Space Mid-2023 with Julian Hebron

A Closer Look at the Mortgage Space Mid-2023 with Julian Hebron

A Closer Look at the Mortgage Space Mid-2023 with Julian Hebron

A Closer Look at the Mortgage Space Mid-2023 with Julian Hebron

Street Level Strategies - Heather Neuner

Street Level Strategies - Heather Neuner

Street Level Strategies - Josh Tapp

Street Level Strategies - Josh Tapp

Exploring Challenges And Opportunities In The Insurance Industry With Chris Cline And Ilya Filipov

Exploring Challenges And Opportunities In The Insurance Industry With Chris Cline And Ilya Filipov

Exploring Challenges And Opportunities In The Insurance Industry With Chris Cline And Ilya Filipov

Exploring Challenges And Opportunities In The Insurance Industry With Chris Cline And Ilya Filipov

Exploring Challenges And Opportunities In The Insurance Industry With Chris Cline And Ilya Filipov

Exploring Challenges And Opportunities In The Insurance Industry With Chris Cline And Ilya Filipov

Exploring Challenges And Opportunities In The Insurance Industry With Chris Cline And Ilya Filipov

Exploring Challenges And Opportunities In The Insurance Industry With Chris Cline And Ilya Filipov

Street Level Strategies - Jody Eichenblatt

Street Level Strategies - Jody Eichenblatt

Street Level Strategies - Adam Neft

Street Level Strategies - Adam Neft

Street Level Strategies - Rodger Horton

Street Level Strategies - Rodger Horton

Agent Tutorial: Property Detail Infographics

Agent Tutorial: Property Detail Infographics

Street Level Strategies - Andrew Denham

Street Level Strategies - Andrew Denham

Street Level Strategies - Jeremy Schachter

Street Level Strategies - Jeremy Schachter

Street Level Strategies - Sean Werner

Street Level Strategies - Sean Werner

Innovation Showcase: Email Builder

Innovation Showcase: Email Builder

Ramp Up Growth by Reimagining Referral Partnerships

Ramp Up Growth by Reimagining Referral Partnerships

Recruit & Retain Rockstar Loan Officers

Recruit & Retain Rockstar Loan Officers

Turn Your Database into an Appreciating Asset

Turn Your Database into an Appreciating Asset

Rising Rates & Market Compression - What’s Your Next Move?

Rising Rates & Market Compression - What’s Your Next Move?

At Any Rate - How to Drive Deposit Growth & Retention

At Any Rate - How to Drive Deposit Growth & Retention

Seal the Deal: Keep Loans from Falling Through the Cracks

Seal the Deal: Keep Loans from Falling Through the Cracks

Buried Treasure - Uncover Opportunities in Your Existing Database

Buried Treasure - Uncover Opportunities in Your Existing Database

Accelerate 2022 Opening Hype Video

Accelerate 2022 Opening Hype Video

Accelerate 2023 Opening Hype Video

Accelerate 2023 Opening Hype Video

Customer Stories - Catherine Moore United Community Bank

Customer Stories - Catherine Moore United Community Bank

Customer Stories - Amber West Hawthorn Bank

Customer Stories - Amber West Hawthorn Bank

Customer Stories Traci Winslow Southern Trust Mortgage

Customer Stories Traci Winslow Southern Trust Mortgage

Customer Stories - Purpose Built

Customer Stories - Purpose Built

Christian Ruppe - Horicon Bank

Christian Ruppe - Horicon Bank

Kyle Clark & Mike Anderson - Intercap Lending

Kyle Clark & Mike Anderson - Intercap Lending

Jelaire Grillo - Prosperity Home Mortgage

Jelaire Grillo - Prosperity Home Mortgage

Jessica Swink - Atlantic Bay Mortgage Group

Jessica Swink - Atlantic Bay Mortgage Group

The Total Expert Advantage: Mortgage Lending

The Total Expert Advantage: Mortgage Lending

Street Level Strategies - Gil Ledany

Street Level Strategies - Gil Ledany

Street Level Strategies - Michael Virostko

Street Level Strategies - Michael Virostko

Generate More Loans through Co-Marketing Relationships

Generate More Loans through Co-Marketing Relationships

Agent Tutorial: Co-Branded Print Marketing

Agent Tutorial: Co-Branded Print Marketing

Street Level Strategies - Shaun Daney

Street Level Strategies - Shaun Daney

Agent Tutorial: Lead Capture Apps

Agent Tutorial: Lead Capture Apps

Agent Tutorial: Single Property Websites

Agent Tutorial: Single Property Websites

Agent Tutorial: Combined Dashboards

Agent Tutorial: Combined Dashboards

Agent Tutorial: Overview of Your Total Expert Account

Agent Tutorial: Overview of Your Total Expert Account

Agent Tutorial: Creating Your Account

Agent Tutorial: Creating Your Account

Close 20% more loans with Customer Intelligence

Close 20% more loans with Customer Intelligence

Customer Intelligence for Financial Services

Customer Intelligence for Financial Services

Bloomberg Businessweek: Total Expert's Joe Welu on the Shift in Lending

Bloomberg Businessweek: Total Expert's Joe Welu on the Shift in Lending

NYSE: Total Expert Founder & CEO Joe Welu

NYSE: Total Expert Founder & CEO Joe Welu

The Evolution Of The Housing Industry With Clayton Collins

The Evolution Of The Housing Industry With Clayton Collins

The Evolution Of The Housing Industry With Clayton Collins

The Evolution Of The Housing Industry With Clayton Collins

The Evolution Of The Housing Industry With Clayton Collins

The Evolution Of The Housing Industry With Clayton Collins

Journey To The Top With Shant Banosian

Journey To The Top With Shant Banosian

Journey To The Top With Shant Banosian

Journey To The Top With Shant Banosian

Journey to the Top with Shant Banosian

Journey to the Top with Shant Banosian

Journey To The Top With Shant Banosian

Journey To The Top With Shant Banosian

The Evolution of the Housing Industry with Clayton Collins

The Evolution of the Housing Industry with Clayton Collins

Silicon Valley Bank (SVB): What Happened and the Opportunity

Silicon Valley Bank (SVB): What Happened and the Opportunity

Silicon Valley Bank (SVB): What Happened and the Opportunity

Silicon Valley Bank (SVB): What Happened and the Opportunity

Silicon Valley Bank (SVB): What Happened and the Opportunity

Silicon Valley Bank (SVB): What Happened and the Opportunity

Silicon Valley Bank (SVB): What Happened and the Opportunity

Silicon Valley Bank (SVB): What Happened and the Opportunity

Marketing In Today's World: Understanding Gen Z Consumer Attitudes & Mindsets With Shashank Shekhar

Marketing In Today's World: Understanding Gen Z Consumer Attitudes & Mindsets With Shashank Shekhar

Marketing In Today's World: Understanding Gen Z Consumer Attitudes & Mindsets With Shashank Shekhar

Marketing In Today's World: Understanding Gen Z Consumer Attitudes & Mindsets With Shashank Shekhar

Marketing In Today's World: Understanding Gen Z Consumer Attitudes & Mindsets With Shashank Shekhar

Marketing In Today's World: Understanding Gen Z Consumer Attitudes & Mindsets With Shashank Shekhar

Marketing In Today's World: Understanding Gen Z Consumer Attitudes & Mindsets With Shashank Shekhar

Marketing In Today's World: Understanding Gen Z Consumer Attitudes & Mindsets With Shashank Shekhar

Best Practices for Maximizing Growth with Dan Catinella

Best Practices for Maximizing Growth with Dan Catinella

Best Practices for Maximizing Growth with Dan Catinella

Best Practices for Maximizing Growth with Dan Catinella

Best Practices for Maximizing Growth with Dan Catinella

Best Practices for Maximizing Growth with Dan Catinella

Best Practices for Maximizing Growth with Dan Catinella

Best Practices for Maximizing Growth with Dan Catinella

Best Practices for Maximizing Growth (Part 3): The Importance of High-Quality Communication

Best Practices for Maximizing Growth (Part 3): The Importance of High-Quality Communication

Best Practices for Maximizing Growth (Part 2): Becoming a Customer-for-Life Company

Best Practices for Maximizing Growth (Part 2): Becoming a Customer-for-Life Company

Best Practices for Maximizing Growth (Part 1): Protecting Your Pipeline and Improving Conversions

Best Practices for Maximizing Growth (Part 1): Protecting Your Pipeline and Improving Conversions

Raising Industry Standards Using Tech and Innovation with Katherine Campbell

Raising Industry Standards Using Tech and Innovation with Katherine Campbell

Raising Industry Standards Using Tech and Innovation with Katherine Campbell

Raising Industry Standards Using Tech and Innovation with Katherine Campbell

Raising Industry Standards Using Tech and Innovation with Katherine Campbell

Raising Industry Standards Using Tech and Innovation with Katherine Campbell

Raising Industry Standards Using Tech and Innovation with Katherine Campbell

Raising Industry Standards Using Tech and Innovation with Katherine Campbell

Video Social Share Video Meme v1 GUEST Sue Woodard story EXIN S3 E2

Video Social Share Video Meme v1 GUEST Sue Woodard story EXIN S3 E2

Video Social Share Video Meme v2 GUEST Sue Woodard story EXIN S3 E2

Video Social Share Video Meme v2 GUEST Sue Woodard story EXIN S3 E2

Video Social Share Video Meme HOST Joe Welu story EXIN S3 E2

Video Social Share Video Meme HOST Joe Welu story EXIN S3 E2

Technology Evaluation: Tech Stack Or 'Franken-Stack?'

Technology Evaluation: Tech Stack Or 'Franken-Stack?'

Video Social Share Video Meme v1 guest STORY EXIN S3 E1 Sue Woodard

Video Social Share Video Meme v1 guest STORY EXIN S3 E1 Sue Woodard

Video Social Share Video Meme v2 guest STORY EXIN S3 E1 Sue Woodard

Video Social Share Video Meme v2 guest STORY EXIN S3 E1 Sue Woodard

Video Social Share Video Meme host STORY EXIN S3 E1 Sue Woodard

Video Social Share Video Meme host STORY EXIN S3 E1 Sue Woodard

The 2023 Growth Playbook: Customer Acquisition With Sue Woodard

The 2023 Growth Playbook: Customer Acquisition With Sue Woodard

Technology In Banking & Bridging The Data Gap With Allan Rayson

Technology In Banking & Bridging The Data Gap With Allan Rayson

Video Social Share Video Meme v1 guest STORY EXIN 14

Video Social Share Video Meme v1 guest STORY EXIN 14

Video Social Share Video Meme host STORY EXIN 14

Video Social Share Video Meme host STORY EXIN 14

Video Social Share Video Meme v2 guest STORY EXIN 14

Video Social Share Video Meme v2 guest STORY EXIN 14

Financial Wellness

Financial Wellness

Leadership Thoughts on the Black Swan of 2020 (Podcast)

Leadership Thoughts on the Black Swan of 2020 (Podcast)

Total Expert + Blend (Integration Spotlight)

Total Expert + Blend (Integration Spotlight)

Humanize Your Sales Outreach with Focused View

Humanize Your Sales Outreach with Focused View

Becoming a Customer for Life Company: Part 1 (Podcast)

Becoming a Customer for Life Company: Part 1 (Podcast)

Top 3 Things to Consider Before Choosing a Tech Partner (Podcast)

Top 3 Things to Consider Before Choosing a Tech Partner (Podcast)

Total Expert Live Stream

Total Expert Live Stream

Humanize Relationships to Grow Loan Revenue | Total Expert

Humanize Relationships to Grow Loan Revenue | Total Expert

Avoiding Compliance Pitfalls with Mitch Kider | Total Expert

Avoiding Compliance Pitfalls with Mitch Kider | Total Expert

The Future of Marketing & Customer Experience | Total Expert

The Future of Marketing & Customer Experience | Total Expert

Modernizing a Top Five Bank (U.S. Bank) | Total Expert

Modernizing a Top Five Bank (U.S. Bank) | Total Expert

It's Not Personal Finance, It's Personalized Finance | Total Expert

It's Not Personal Finance, It's Personalized Finance | Total Expert

Everything Starts with Trust – Todd Duncan at ILC 2019 | Total Expert

Everything Starts with Trust – Todd Duncan at ILC 2019 | Total Expert

PODCAST: Why Customer Experience is the Ultimate Differentiator

PODCAST: Why Customer Experience is the Ultimate Differentiator

Introduction to Total Expert's Journey Creator

Introduction to Total Expert's Journey Creator

Innovation Leadership Council 2019 (Recap)

Innovation Leadership Council 2019 (Recap)

Accelerate 2019 Recap

Accelerate 2019 Recap

Trust Enables Conversion

Trust Enables Conversion

Enable Technology to Build Trust

Enable Technology to Build Trust

Defining Your Disruptive Value Proposition

Defining Your Disruptive Value Proposition

Humanizing Complex Financial Transactions

Humanizing Complex Financial Transactions

Maximize the Lifetime Value of Your Customers

Maximize the Lifetime Value of Your Customers

Equip Your Team to Win

Equip Your Team to Win

Combining Tech and Trust to Build Customers for Life: Joe Welu & Todd Duncan

Combining Tech and Trust to Build Customers for Life: Joe Welu & Todd Duncan