Definitive Guides

How top loan officers leverage data and technology to amplify human connections

From inventory shortages and unfavorable rates to anxiety from both borrowers and homeowners about their options for buying a home, refinancing, or leveraging their equity, modern loan officers face unique challenges in an ever-changing mortgage market.  

10 ways top loan officers are tapping into Total Expert

To drive consistent growth in any market, you need to have the right approach and the right tools to help boost your productivity and ensure you can maximize every opportunity. Learn how top-performing loan officers are seamlessly weaving the Total Expert platform into their weekly routines to stay engaged with contacts, keep deals moving forward, and win customers for life:

1. Identifying customer intent signals
2. Leveraging co-marketing tools
3. Automatically sorting high-priority tasks and follow-up
4. Segmenting contacts for better personalization
5. Leveraging compliant design tools to customer collateral

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