In this on-demand webinar, our in-house mortgage experts discuss how lenders and loan officers can leverage Life Event data to build deeper relationships and win customers for life.
Key takeaways:
- Which Life Events we monitor for and how to act on that data
- Strategies for how to naturally engage customers and contacts based on specific Life Events
- How to use Total Expert’s pre-built Journeys to create personalized communications and increase engagement
Speakers:
Dan Catinella
Total Expert Chief Lending Officer
Ryan Picchini
Total Expert VP, GTM Strategy
J.J. Slygh
Total Expert Director GTM Strategy
Seth Haake
Total Expert Strategic Sales Engineer