Humanization vs. Personalization: What's the Difference?

Posted by Total Expert Team On July 31, 2019

Financial services organizations taking a customer-centric approach are quickly setting themselves apart from competitors.

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Mortgage Impact Podcast with Total Expert Founder and CEO Joe Welu

Posted by Total Expert Team On July 11, 2019

Most lenders have one goal in mind: help their customers achieve their version of the American Dream.

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Close More Loans: Send the Right Message at the Right Time with the Total Expert and Blend Two-Way Integration

Posted by Matthew Noyes On June 28, 2019

You’ve probably applied for a loan at some point in your life - a car, college, your first home. Thinking back, what stands out to you about the...

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Are You in the Mortgage Business or the American Dream Business: How to Be More Human in Your Marketing

Posted by Joe Welu On May 30, 2019

The average homebuyer doesn’t dream of having a mortgage, they dream of owning a home.  

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How CMOs Can Attract & Retain Creative Data Experts

Posted by Joe Welu On May 07, 2019

I’ve been making the case here for a while that the role of the CMO is changing in the financial services industry.

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Key Alliances for Tomorrow's CMO

Posted by Total Expert Team On April 30, 2019

As we’ve mentioned here before, the role of the financial services CMO is evolving.

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Sales: A Journey, Not a Destination with Finance of America’s Bill Dallas

Posted by Bill Dallas and Joe Welu On April 16, 2019

Completing the first mortgage transaction with a new customer is an achievement and – what should be – the start of a lifetime relationship.

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Top Strategies for Driving Adoption of the Total Expert MOS

Posted by Sue Woodard On March 27, 2019

Implementing a new technology solution can make or break an organization.

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3 Growth Opportunities Most Financial Services CMOs Haven’t Tapped

Posted by Total Expert Team On March 12, 2019
We recently wrote about four top priorities that financial services CMOs have on their plates in 2019: owning customer experience, winning customer... Read More

Bridging the Gap Between Technology and Trust

Posted by Todd Duncan and Joe Welu On March 05, 2019

Mortgage lenders once attracted a new customer and maintained that relationship with face-to-face engagement through their most crucial life events.

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