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. 


Rising demand has changed the way financial brands approach customer or member engagement. 

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The average homebuyer doesn’t dream of having a mortgage, they dream of owning a home.  

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Financial services organizations are racing  to modernize the customer or member journey to meet evolving consumer expectations.

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