Street Level Strategies: In the Trenches with Top Producers

This episode of Street Level Strategies: In the Trenches with Top Producers features Shawn Kerley, regional vice president at USA Mortgage. In addition to his day-to-day role, Shawn is also a technology coach and trains all his loan officers on Total Expert. Don't miss out on this special episode, where Shawn takes the driver's seat and demo's the top four things that he believes every loan officer should know how to do in Total Expert.

This episode of Street Level Strategies: In the Trenches with Top Producers features Bill McDonald, branch manager at VanDyk Mortgage. In this conversation, Bill talks about the power of video and shares how he is using BombBomb and Total Expert to educate different buyer groups and retain existing customers and referral partners.

Just over three months ago, Wendie White, regional manager at Prosperity Home Mortgage went from never using the Total Expert platform to using it every single day to manage her leads, clients, and referral partners. Tune in to this episode of #streetlevelstrategies to learn about why she made the change and the daily and weekly strategies she has implemented since then that have been game-changers for her and the teams she manages.

Joe Tupy is an extremely insightful and purpose-driven originator who is focused on leveraging data and technology to be highly effective in his communications, relationships, and day-to-day operations. Watch this episode of #streetlevelstrategies to learn how and more importantly, why! 

Shoutout to @ninja selling, @rate plug, @mortgagecoach @bombbomb @experience.com

This episode of Street Level Strategies: In the Trenches with Top Producers features Ashley Pratt, Branch Manager at Intercap Lending. Ashley has truly integrated technology into her day-to-day workflow - from tracking leads and following up with clients, to consistently engaging with referral partners, Ashley has figured out how to make Total Expert work for her.

This episode of Street Level Strategies: In the Trenches with Top Producers features Shane Hofmann, Mortgage Consultant at Edina Realty Mortgage. As we move into this slower season, Shane is really looking to invest in his agent relationships. In this conversation, he shares his strategy to engage and show value to his referral partners with the co-marketing capabilities in Total Expert.

Consistency is key. 🔑 In this episode of Street Level Strategies, Patti Adamson, top producer at VanDyk Mortgage shares how she is increasing her referral network by consistently showing value to her agents with Total Expert. She has built a streamlined process where every week she is sharing marketing resources with her agent database as a way to provide value and also entice agents to sign up for Total Expert. This repeatable process has been a true game changer for her business and her referral partner relationships.

This episode of Street Level Strategies: In the Trenches with Top Producers features Robby Cole, loan officer at Benchmark Home Loans. Robby is a Co-Marketing superstar and has over 80% Co-Marketing acceptance rate with his agents. In this conversation, he shares his best practices and processes for inviting, onboarding, and supporting his agents in Total Expert.

This episode of Street Level Strategies: In the Trenches with Top Producers features Shannon Hoff, loan officer at American Pacific Mortgage. In this conversation, Shannon shares how Total Expert has helped her be more efficient, improve her customer experience, and close more deals. She also shares some of the creative ways she is using in-person events to generate new opportunities and referrals.

This episode of Street Level Strategies: In the Trenches with Top Producers features Heather Neuner, Senior Loan Officer at Fairway Independent Mortgage Corporation. Heather is a power user of Total Expert and has truly integrated the platform into her day-to-day operations as an originator. In this conversation, you will hear how she now manages and tracks her whole contact database from one spot in Total Expert and automates her entire workflow from the platform.