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.

Ver todos los episodios