---
title: Show up in the Moments that Matter with Life Events | Total Expert
description: In this webinar, our in-house mortgage experts discuss how lenders can leverage Life Event data to build deeper relationships and win customers for life.
image: https://info.totalexpert.com/hubfs/SOC_LifeEventsCustomerWebinar_0324_ONDEMAND%20%281%29.png
---

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#### ON-DEMAND WEBINAR

# How to Show up in the Moments that Matter with Life Events

### Expert Solutions

Yesterday’s borrower is tomorrow’s return customer. Producers who stay connected and engaged with homeowners after closing day will continue to drive pipeline—whether it’s from customers who want to refinance, who want to find a new home, or who refer their friends and family. 

 With the addition of Life Event data to our Customer Intelligence solution, we’ll help you identify key milestones in your contacts’ lives (such as getting married, becoming a parent, or reaching retirement age) so you can reach out to provide the service and support they need when they need it most. 

![Icon_webinar](https://info.totalexpert.com/hubfs/Icon_webinar.png "Icon_webinar")

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:

![Catinella-square](https://info.totalexpert.com/hs-fs/hubfs/Catinella-square.png?width=193&height=196&name=Catinella-square.png "Catinella-square")

### Dan Catinella

Total Expert Chief Lending Officer

![Ryan-headshot](https://info.totalexpert.com/hs-fs/hubfs/Ryan-headshot.jpg?width=196&height=196&name=Ryan-headshot.jpg "Ryan-headshot")

### Ryan Picchini

Total Expert VP, GTM Strategy

![JJSlyghZoom](https://info.totalexpert.com/hs-fs/hubfs/JJSlyghZoom.png?width=196&height=196&name=JJSlyghZoom.png "JJSlyghZoom")

### J.J. Slygh

Total Expert Director GTM Strategy

![Seth-Haake](https://info.totalexpert.com/hs-fs/hubfs/Seth-Haake.png?width=194&height=196&name=Seth-Haake.png "Seth-Haake")

### Seth Haake

Total Expert Strategic Sales Engineer

## Total Expert in action

### Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.

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Total Expert is the Customer Operating System for financial services. Our Customer for Life Platform combines a system of context with a system of action that enables humans and AI Agents to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.