Many loan officers like Kevin Kendall at Westerra Credit Union see the value in helping people become homeowners. As a 15-year industry veteran, Kevin has prioritized an actionable, engaged CRM and holds Total Expert in high esteem for helping him build relationships with his clients. Credit and equity alerts have helped him engage or reengage with borrowers and homeowners to nurture those relationships over time. In this episode of Street Level Strategies with Total Expert's Customer Engagement Manager, Bobbi Jo Dallas, Kevin praises the Total Expert system and Customer Intelligence alerts. Hear how Total Expert helps him develop long-term relationships and how the interface makes daily operations more efficient.

Acopia Home Loans Producing Branch Manager Laura Kurtz began her career 30 years ago and switched to the mortgage industry in 2007. Total Expert has become ingrained in her work life, using the system at three companies. As an experienced user, Laura is a big advocate of Total Expert and trains many of her loan officers on how to use the system. The enterprise system in Total Expert has helped her ditch the notepad-tracking, automatically plan your day, enhance relationships with real estate agents, and grow your social media following. Watch Laura's entire conversation with Total Expert's Customer Engagement Manager, Bobbi Jo Dallas, to see some best practices and tips on using Total Expert to enhance your personal performance.