The CU2.0 Podcast

CU 2.0 Podcast Episode 343 Total Expert and Utah Community Credit Union on Mortgages Today


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About 4.7 million homes sold in the US in 2024.


Does that sound like a dead market?


On the show today is James White of Total Expert which provides tools to help credit unions more efficiently close mortgages. What Total Expert offers is a  powerful CRM for loan officers that automates much of the process.


Also on the show is Zakary Short, vice president of mortgage production at Utah Community Credit Union,  with assets over $3 billion.


Short’s team are satisfied users of the Total Expert tools and he tells why.


The message of this episode is plain: although some institutions have walked away from the mortgage business, others - like UCCU - are prospering because they know homes are still selling and people need mortgages.


Listen up.



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The CU2.0 PodcastBy Robert McGarvey

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