Joining Street Level Strategies is one of the top-producing loan officers at Lake Michigan Credit Union (LMCU), Matt Adler. Last year, he closed over 360 loans totaling approximately $140 million in loan volume, making him a top-100 producer in the country. Matt is a 20-plus-year industry veteran who has seen the industry’s highs and lows, including technology. He “lives in Total Expert” and it is “one of the biggest tools” to help him nurture relationships with agents. Whether sending knowledge bombs linking Twinkies and mortgages, automating contact information to centralize and manage his database, or implementing Customer Intelligence insights into his conversation, Matt constantly uses Total Expert to engage with agents and borrowers and maximize his pipeline opportunities. Check out Matt’s full conversation with our Customer Engagement Manager, Bobbi Jo Dallas.

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