BREAKOUT SESSION SNEAK PEEK

Accelerate  Agenda

When we come together as one, there’s nowhere to go but up! That’s why we chose Aim Higher as the theme for Accelerate 2025. And judging by the agenda we’ve put together so far, this is shaping up to be another incredible event! 

Here’s just a small sample of the breakout sessions you can expect to see at Accelerate 2025.

 

 

A Track for Everyone

Platform Innovation & Industry Leadership

Customer Engagement & Lifecycle Marketing

Growth Strategy & Sales Enablement

Breakout Sessions

Additional details and sessions to come.

Platform Innovation & Industry Leadership
  • Unlocking the Power of AI Sales Assistants 
    Explore how Total Expert’s AI Sales Assistants turn customer intent signals—like rate alerts and behavioral triggers—into intelligent, automated engagement. This session will walk through how AI Sales Assistants integrate with your data and Journey automation to deliver timely, compliant, and personalized experiences at scale. You’ll also see how loan officers are seamlessly brought into the process to act on opportunities in the moments that matter most.
  • Smarter Tools for Stronger Conversions
    Discover new lead management features that streamline routing and conversions and help teams with the visibility and tools to act faster on high-intent opportunities. Our Product team will walk through the why, what, and how—including best practices from clients already seeing success.
  • 2026 & Beyond: Lending Market Outlook
    Join a panel of economists and lending leaders as they forecast what’s ahead for the industry. We’ll discuss macroeconomic trends, regulatory changes, and how tech will play a role in future growth.
  • Supercharged Originators 
    See how new functionality from Total Expert is empowering admins and sales leaders to boost originator productivity and platform adoption. This session will show what we’ve done—and are doing—to simplify workflows, add capabilities and evolve user experience to enable originators to operate more efficiently.
Customer Engagement & Lifecycle Marketing

  • Turning Servicing into Your Secret Weapon

    Uncover how financial institutions are using alerts, journeys, and personalization to capture business from their servicing portfolio. We’ll explore products and features along with retention strategies that help lenders leverage additional databases and generate long-term value.
  • Journey Mapping for Life: From Prospecting to Retention

    Explore lifecycle-based marketing frameworks that ensure your contacts are engaged at every stage—not just at loan origination.

Growth Strategy & Sales Enablement
  • Transforming Originators into Lifelong Advisors
    Help your LOs evolve from transactional salespeople into trusted financial partners through lifecycle marketing and behavioral insights. This session unpacks Total Expert's LO maturity model and how to help LOs move up the ladder.
  • AI Hype vs. AI Reality

    Hear from a panel of innovative lenders driving business value from AI in practical ways—improving outreach, increasing productivity, and enhancing the borrower experience from lead prioritization to engagement triggers. This session will spotlight real-world results, and you’ll learn how organizations are evolving with AI.

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