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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Sales: A Journey, Not a Destination with Finance of America’s Bill Dallas

Posted by: Bill Dallas and Joe Welu

On: April 16, 2019

Completing the first mortgage transaction with a new customer is an achievement and – what should be – the start of a lifetime relationship.

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Although consumers can find just about anything they need with a simple Google search, seventy-eight percent of retail bank customers still prefer...

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Banks are continually evolving to leverage new technology and meet rising consumer expectations for convenience, value and personalization.

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