Street Level Strategies: In the Trenches with Top Producers

Kevin Kendall

Many loan officers like Kevin Kendall at Westerra Credit Union see the value in helping people become homeowners. As a 15-year industry veteran, Kevin has prioritized an actionable, engaged CRM and holds Total Expert in high esteem for helping him build relationships with his clients. Credit and equity alerts have helped him engage or reengage with borrowers and homeowners to nurture those relationships over time. In this episode of Street Level Strategies with Total Expert's Customer Engagement Manager, Bobbi Jo Dallas, Kevin praises the Total Expert system and Customer Intelligence alerts. Hear how Total Expert helps him develop long-term relationships and how the interface makes daily operations more efficient.

Laura Kurtz

Acopia Home Loans Producing Branch Manager Laura Kurtz began her career 30 years ago and switched to the mortgage industry in 2007. Total Expert has become ingrained in her work life, using the system at three companies. As an experienced user, Laura is a big advocate of Total Expert and trains many of her loan officers on how to use the system. The enterprise system in Total Expert has helped her ditch the notepad-tracking, automatically plan your day, enhance relationships with real estate agents, and grow your social media following. Watch Laura's entire conversation with Total Expert's Customer Engagement Manager, Bobbi Jo Dallas, to see some best practices and tips on using Total Expert to enhance your personal performance.

Todd Barrett

Todd Barrett is genuinely a power user of Total Expert! After moving to Canvas Credit Union more than a year ago, Todd advocated for adopting the system after using it for more than four years at his previous company. As a Senior Mortgage Loan Originator in Denver, Colorado, he refers to it as the "backbone" of his business—logging in every morning to help organize his day and the roadmap for his work week. The automation algorithms and group organization in Total Expert have helped him reallocate his time from moving people from one list to another to reaching out and connecting with customers. Watch Todd's entire conversation with Total Expert's Customer Engagement Manager, Bobbi Jo Dallas.

Matt Adler

Joining Street Level Strategies is one of the top-producing loan officers at Lake Michigan Credit Union (LMCU), Matt Adler. Last year, he closed over 360 loans totaling approximately $140 million in loan volume, making him a top-100 producer in the country. Matt is a 20-plus-year industry veteran who has seen the industry’s highs and lows, including technology. He “lives in Total Expert” and it is “one of the biggest tools” to help him nurture relationships with agents. Whether sending knowledge bombs linking Twinkies and mortgages, automating contact information to centralize and manage his database, or implementing Customer Intelligence insights into his conversation, Matt constantly uses Total Expert to engage with agents and borrowers and maximize his pipeline opportunities. Check out Matt’s full conversation with our Customer Engagement Manager, Bobbi Jo Dallas.

Bill Ezell

This episode of Street Level Strategies features Bill Ezell, loan officer at Synergy One Lending. Bill is a true power user of the Total Expert platform and leverages the platform on a daily basis. From nurturing and staying in front of his leads to updating and communicating with his in-process borrowers to sending weekly videos to his past clients and referral partners, Bill manages his entire database with the Total Expert platform. Check out the full video to learn how!