Accelerate  Agenda

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.

Moderator: Greg Sher, NFM Lending, Phil Denfeld, First Heritage Mortgage, Steve Majerus, Synergy One Lending

Customer engagement doesn’t stop at loan origination—it’s a lifelong journey. In this interactive panel, hear directly from customers who are successfully applying lifecycle-based marketing frameworks to keep contacts engaged from the first touchpoint through long-term retention. Learn how they map the customer journey, activate personalized campaigns, and build lasting relationships that drive loyalty and repeat business. Walk away with practical strategies you can apply to create meaningful connections that last well beyond the transaction.

Moderator: Kate Cosgrove, Total Expert, Jarrett Stanley, Nationwide Mortgage Bankers, Linsdi Flynn, US Mortgage, Emmi Baker, NewFed Mortgage Corporation

Explore how Total Expert’s AI Agents turn customer intent signals—like rate alerts and behavioral triggers—into intelligent, automated engagement. This session will walk through how AI Agents 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.

Moderator: Mike Russell, Total Expert, Dan Miedema, Rate, Jaci Betor, Fairway, Jessica Thames, Assurance Financial

Scroll through a loan officer’s Activity Stream and one thing is clear: borrowers are actively engaging with email, SMS, and social posts! Every interaction is a signal, and for marketing and sales teams, it’s a moment of opportunity. In this session, we’ll unpack real examples of high-impact customer engagement and share a proven playbook to help your teams respond with precision. You’ll learn how to align marketing strategy with sales timing—so no click, open, or reply is left behind!

John Chambers Dunn, Total Expert

Get ready for a rapid-fire showcase of innovation! In this dynamic session, 4 sponsors get 10 minutes each to demo their solutions or share powerful client success stories. It’s your chance to discover fresh ideas, proven tools, and game-changing strategies—all in just one session.

MC: Mike Russell, Dark Matter, Cotality, One Source Home Connections, Covered Insurance

House hunting, offer making, and getting outbid is a vicious cycle. In today’s changing market, buyers are not always up to date on their current purchase power. In this tactical session, we will explore new strategies for using Contact Management Tools, Rate Quotes and Dynamic Emails to ensure your buyers are always knowledgeable about the strength of their bid.

Luke Wieneke, Total Expert

In this session, discover how to harness behavioral signals and real-time data to prioritize outreach, personalize messaging, and deepen engagement across the customer lifecycle. We’ll showcase real-world success stories from lenders who have mastered the art of turning data into a flywheel for growth.

Moderator: Matt McEnery, Total Expert, Ann Marie Wallace, Fifth Third Bank, Scott Kirkessner, Castle & Cooke Mortgage, Jessica Swink, Atlantic Bay Mortgage

True loyalty goes deeper than the purchase—it’s built through seamless experiences and meaningful connections. In this panel discussion, hear from some of our expert partner network members alongside a customer who is leveraging their integrations to deliver more value at every stage of the journey. Discover how partnerships fuel innovation, streamline engagement, and strengthen long-term relationships that keep customers coming back.

Moderator: Jeff Smith, Rate, Jaci Betor, Fairway, Jelaire Grillo, Prosperity Home Mortgage, Tiffany Van Dillen, One Source, Beth Keckley, CredEvolv

Your technology stack is only as powerful as the connections between its parts. Still juggling multiple systems and manual processes? Discover how Total Expert's integrated partner ecosystem helps you work smarter—not harder. We'll explore impactful integrations for lenders and banks through real-world use cases where seamless connections have streamlined workflows, enhanced compliance, and driven measurable growth. Whether you're looking to save time, personalize at scale, or turn leads into lifelong customers, you'll leave with a clear roadmap for identifying the right integrations, implementing them quickly, and maximizing ROI from your existing technology investments.

Hannah McManus, Atlantic Bay Mortgage, Steven Wynands, RETR, Matt Marx, Evocalize, Josh Lehr, DirectMailers

Search behavior is undergoing a massive transformation — and financial institutions are rethinking how they stay visible and trusted in an AI-first world. Join Adam Dorfman, AVP of Product at Birdeye, and Jeff Smith, SVP of Marketing at Rate, for a deep dive into how AI is reshaping consumer discovery, reputation, and experiences in financial services. Together, they’ll explore what factors drive visibility in AI-generated answers — from reviews and structured data to local trust signals — and share a practical framework you can use to audit, optimize, and future-proof your brand’s presence across mortgage, banking, and insurance.

Adam Dorfman, Birdeye, Jeff Smith, Rate 

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.

Jon Hill, Total Expert, Eric Burgoon, LMCU, Elena Steinmetz, Flat Branch Home Loans

Unlock the full potential of your Total Expert investment by focusing on what matters most—consistent adoption. In this dynamic panel discussion, hear directly from customers who have successfully driven meaningful engagement across their sales teams using a three-pillar strategy: consistent training, strong leadership accountability, and elevating the voice of the loan officer. Each panelist will bring to life one of these pillars, sharing real-world tactics, lessons learned, and the measurable impact on their organization. Whether you're in the early stages of platform rollout or looking to accelerate engagement, this session will provide actionable insights to help you: Build repeatable training rhythms that boost confidence and usage, align leadership around clear expectations and measurable accountability, and create structured feedback loops that turn loan officers into champions.

Bobbi Jo Dallas Card, Total Expert, Brandon Durham, Homeowners, Jelaire Grillo, Prosperity Home Mortgage, Beth Penny, Synergy One Lending