Street Level Strategies: In the Trenches with Top Producers

This episode of Street Level Strategies: In the Trenches with Top Producers features Josh Tapp, Sales Manager at Sierra Pacific Mortgage. Josh discusses the impact Total Expert has had on building his referral partner relationships and also surfacing up existing opportunities in his database through post-close journeys and campaigns.

This episode of Street Level Strategies: In the Trenches with Top Producers features Jody Eichenblatt, Senior Mortgage Consultant at Prosperity Home Mortgage. In this conversation, Jody shares how he uses Total Expert to organize his day and prioritize his highest-value opportunities. He also discusses how Customer Intelligence has helped surface additional opportunities in his database that would have otherwise gone unnoticed without the alerts.

This episode of Street Level Strategies: In the Trenches with Top Producers features Adam Neft, Producing Branch Manager at Go Mortgage. With over 10 years of Total Expert experience, Adam shares some of his top best practices when it comes to leveraging the system. Most importantly how automated communication helps surface new opportunities and deal flow, and the importance of marketing and staying relevant with your consumers.

This episode of Street Level Strategies: In the Trenches with Top Producers features Rodger Horton, senior loan officer at Benchmark Mortgage. In this conversation, he shares how Total Expert enables him to build and deepen his referral partnerships by providing them with a one-stop shop for co-marketing resources. He also touches on the importance of database management and ensuring you are reaching out to the right person and the right time regardless of where they are in the customer lifecycle.

This episode of Street Level Strategies: In the Trenches with Top Producers features Andrew Denham, producing branch manager at Mortgage Investors Group. In this conversation, we discuss the convenience of sending out relevant, timely content, creating personalized video milestone updates to the borrower, seller's agent and buyer's agent, and leveraging automated messaging to increase loyalty and retention.

This episode of Street Level Strategies: In the Trenches with Top Producers features Jeremy Schachter, producing branch manager at Fairway Independent Mortgage. In this conversation, we discuss the importance of having an automated process in place from prospect through closing. We also touch on a variety of high-value features such as personalized infographics, automated listing alerts, birthday and loan anniversary reminders, and more!

This episode of Street Level Strategies: In the Trenches with Top Producers features Sean Werner, loan officer at PRMG. In this conversation, we discuss the impact of personalized video Journeys, the power of multi-channel communication, and the benefits of a pre-built marketing library.

This episode of Street Level Strategies: In the Trenches with Top Producers features Gil Ledany, senior loan officer at CrossCountry Mortgage. In this conversation, we discuss the ease of updating and managing your database, differentiating yourself from the competition through personalized marketing, and building and nurturing your referral partner network through Co-Marketing in Total Expert.

This episode of Street Level Strategies: In the Trenches with Top Producers features Michael Virostko, loan officer at Evolve Bank and Trust. In this conversation, we touch on leveraging BombBomb to quickly send out personalized video emails to your database, collaborating with team members in platform, and staying organized with tasks.

This episode of Street Level Strategies: In the Trenches with Top Producers features Shaun Daney, loan officer and business development manager at Benchmark Mortgage. In this conversation, we discuss leveraging Lead Capture Apps for planning events, managing attendance, and capturing attendee contact information. We also cover how originators can use Total Expert to help referral partners grow their business with a library of co-branded marketing materials.