Canvas Credit Union Automates and Personalizes Member Communications with Total Expert.
See how Canvas Credit Union helped their loan officers boost productivity, retention, and revenue by using Total Expert to consolidate their CRM and marketing tools.
A deal 12 years in the making.
Hear LMCU Loan Originator Steve Kik tell the story of how Total Expert helped him effortlessly reconnect with a past customer and close another successful loan.
“As a former user of Surefire for eight years, I rarely logged in and used that platform because it was cumbersome and not user-friendly. Having used Total Expert for just three months, I already love it! Total Expert is incredibly easy to navigate; I’m logging in more than once a day, which I never did with Surefire. I can quickly pull up my dashboard to view recent activity, see who has opened my emails, and identify whom I need to follow up with, all in real time. Not to mention how fast and simple it is to create marketing materials; I can do it in under 15 minutes. Total Expert is a powerhouse of possibilities, and I’m only beginning to explore it. I can’t wait to dive deeper!“
Ed Jarosik, Branch Manager, Castle & Cooke Mortgage
Knowledge & Insights
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