Turn the "closing" into the beginning of a lifetime partnership

When dealing with complex financial decisions, consumers don’t want to work with a company – they want to work with a person they trust.  

In today’s fast-paced world, technology allows loan officers to be more efficient with their outreach by staying connected with their customers at all times and using data insights to know when a human touchpoint is needed. 

Uncover what it takes to turn a one-time customer into a customer for life with actionable insights to:

  • Increase technology adoption to grow production.
  • Empower your loan officers to be more profitable.
  • Develop trust in the community to become the trusted advisor.
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Bill Dallas

CEO
Finance of America

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Joe Welu

Founder & CEO
Total Expert

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Julian Hebron

Founder
The Basis Point

You’ve probably applied for a loan at some point in your life - a car, college, your first home. Thinking back, what stands out to you about the...

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Banking isn’t what it used to be. And how banks market to their customers – in a way that provides convenience, value and humanization  is...

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Inspire a Customer-Centric Culture from the Top Down

Posted by: Total Expert Team

On: June 13, 2019

The strongest organizations keep people at the center of everything they do and value their trust highly.

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