Fresh Takes by Total Expert

There’s no shortage of consumer data but the real question is, “How does your organization access and act on that data?” Listen in to FinLocker President and COO Brian Vieaux and our own Sue Woodard for data best practices and how to serve up personalized recommendations throughout your customers’ financial journey.

What does customer success look like in your organization? Co-founder and CEO of Sales Boomerang Alex Kutsishin joins Sue Woodard to share how they define customer success, what fuels their passion to help their customers succeed, and how to prove to your customers that you have their best interest in mind. Learn more at salesboomerang.com.

When it comes to connecting with consumers all over the world, where should you turn? Social media. Sue Woodard is joined by Denim Social CEO Doug Wilber who shines a light on the power of social media and utilizing it to nurture customer relationships. Doug answers the million-dollar question, “How does your brand connect with consumers on social media?” For more information, visit denimsocial.com.

Pro soccer player turned VP of one of the largest mortgage companies in America, loanDepot VP, Regional Production Brian Covey joins Sue Woodard to share how their lenders are standing out and delivering superior customer experiences. Listen in to hear Brian’s take on becoming consumers lender of choice and forming lifelong financial relationships. To learn more, visit www.briancovey.com.

As consumers navigate their own life journey, they need a trusted financial advisor on their side. Someone who knows them, values them, and has their best interest in mind. Sue Woodard is joined by Mel Marsh of Cardinal Financial who details how to deliver PMCEs and be your customers’ go-to partner for all of their financial needs.

Empowering originators to be the CEO of their business led Guaranteed Rate to once again have the most originators on the 2020 Scotsman Guide over any other company. Kristen Brabants and Sue Woodard break down what’s led to this repeat achievement and share best practices that other lenders can bring into their business.

In honor of our 10th episode, we have a very special guest from PRMG, Kevin Peranio (KP)! As Chief Lending Officer, KP shares his philosophy of taking care of your internal teams first, and the rest will follow. Put on your shoes, listen in, and walk away with a fresh perspective on staying ultra-connected with your customers.

Hit the pavement with Sue Woodard and Ryan Schmidt, wholesale marketing director at Finance of America Reverse (FAR). FAR has been named a top lender again in 2021 and is sharing their secret to success to deliver the optimal customer experience. Plus, find out the three C’s every mortgage lender needs to implement in their business.

Total Expert’s Sue Woodard and Pinnacle Home Loans Chief Operating Officer Paul Gigliotti will have you walking (or running!) as they dive into the key components to create a culture of change – both for your customers and inside your organization. Paul shares how organizations can set their teams up for success and deliver stand-out customer service. For more on Pinnacle Home Loans, visit https://pinnacle-loan.com/.

The aspiration of homeownership is real for so many, yet there is still a large gap in empowering all communities to make it a reality. Sue Woodard is joined by Tony Thompson, founder and CEO of NAMMBA, to discuss what can be done to increase homeownership and the impact it has on the community as a whole. Plus, Tony shares what their Mission 2025 program is all about and how you can get involved. To learn more, visit nammba.org.