Enhance Relationships and Increase ROI

Borrowers offer lenders a lifetime of potential value. They expect the same in return.

Successful loan officers must build personal, human connections to add value for borrowers. It takes a customer-first approach if you want to earn customers for life.

Hear from Total Expert Founder & CEO Joe Welu on how today’s technology empowers producers to drive lifelong revenue with relevant messaging across the customer journey.

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How to Turn Your Salespeople into Relationship Managers

Posted by: Lori Day

On: February 13, 2019

Technology can empower your salespeople to do a lot of things, but another canned email won’t build a roster of referral partners that will help...

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More Transactions, Less Transactional Selling

Posted by: Total Expert Team

On: February 06, 2019

Today’s buyers are more informed than they used to be. The act of completing a transaction can be done in the palm of their hands with the click...

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Leverage Data to Humanize the Customer Experience and Grow Revenue

Posted by: Total Expert Team

On: January 30, 2019

The fintech market is flooded with valuable consumer information, as global data volume has increased 700 percent since 2012.

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