Achieve a Sustainable Competitive Advantage

Representing the lion’s share of homebuyers in 2018, millennials have forced loan originators to rethink their customer acquisition model. Simply put, LOs must connect and build personal relationships with the modern borrower if they want to win. 

Hear from Todd Duncan, author and mortgage industry coach, as he talks with Total Expert Founder and CEO Joe Welu about game-changing ways to personalize customer outreach, lower the cost to produce and add value for your customers – for life. 

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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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