Activating Data the Right Way for a Targeted Purpose

Respecting Transactions by Humanizing the Homebuying Journey

At the core of Prosperity Home Mortgage, they are hyper-focused on communication, which includes everyone in the homebuying process. That includes the real estate agent, the lender, and the borrower. For President and CEO Justin Messer, that means thinking beyond the transaction and evaluating every engagement between those individuals throughout the homebuying journey. To create that trust requires you to constantly rethink and optimize each interaction, seeking a flawless experience by keeping each individual involved in the transaction protected and highly informed. Justin sat down with Joe Welu on the latest episode of Expert Insights to detail how Prosperity has unpacked its customer experience to identify and fill gaps to humanize the customer experience at every level and stage of the journey.

Incubating AI Specifically Designed for the Mortgage Industry

The technology conversation of GenAI has moved so fast since OpenAI and Chat GPT burst into the public eye. But are businesses just buying into the hype of AI, and does it really benefit their goals and needs? For Shashank Shekhar, Founder and CEO at InstaMortgage, he is taking AI's capabilities and augmenting them for mortgage and lending companies to solve challenges specific to the industry to improve efficiencies and productivity. What started as a curiosity has turned into creating a tangible way to positively impact business operations for loan officers, processors, underwriters, and other key stakeholders in the lending process. Learn more about how InstaMortgage builds on large language models and trains them to become more relevant to the mortgage industry in the latest Expert Insights podcast episode with Total Expert Founder and CEO Joe Welu.

Activating Data the Right Way for a Targeted Purpose

The technology buzzwords for the last few years have been AI analytics, data analytics, and automation, but businesses are still unsure how to leverage those advancements in their systems. Leveraging data and connecting systems correctly requires companies to consider what they are trying to accomplish with their information. Cogneesol recently partnered with Total Expert to help the insurance industry work toward structuring and organizing data to give them a full view of their pipeline. On this episode of Expert Insights, Total Expert Founder & CEO Joe Welu was joined by Cogneesol COO Ashim Khurana and Head of Tech Services Soumojit Ghosh in Minneapolis. During their conversation, they discussed addressing the root of technology innovation, how to activate existing data, and how Total Expert’s partnership with Cogneesol through Applied Epic can help insurance agents spend more time connecting with customers.

Enhancing Education and Engagement for Medicare Insurance Agents

Medicare agents and agencies have gone through drastic changes over the last 20 years, making adapting and growing with the times challenging for all involved. With a constantly growing customer base, education and personal communication has become a greater necessity to maintain and grow in an expanding marketplace. So how do you become more of a trusted advisor, leverage and grow your business, and navigate constantly changing dynamics at once? Ahead of their panel together at the Medicarians conference in Las Vegas, Total Expert Founder & CEO Joe Welu sat down with Guided Solutions Executive Director of Medicare Blake McCoy to tackle industry nuances and discuss the past and current challenges that agents face.

2024 Housing Market Outlook, Analysis, and Insights

The housing market narrative for 2024 is shaping up to be part mystery, part thriller, part blockbuster. We know rates will come down, but when and how much? When rates do come down, what will be the biggest priorities and opportunities for lenders? And, what can lenders and loan officers do right now to help prepare for the next market shift? Total Expert Founder and CEO Joe Welu sat down with HousingWire CEO Clayton Collins to look at the data, analyze the trends, and discuss what the future holds for the industry.