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Street Level Stories

Street Level Stories

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Street Level Stories unpacks serious social problems and other issues in Winnipeg as seen through the eyes of community volunteers with the Bear Clan and Mama Bear Clan. Walk with them in this four-episode series.
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show series
 
This episode of Street Level Strategies features Bill Ezell, loan officer at Synergy One Lending. Bill is a true power user of the Total Expert platform and leverages the platform on a daily basis. From nurturing and staying in front of his leads to updating and communicating with his in-process borrowers to sending weekly videos to his past client…
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This episode of Street Level Strategies: In the Trenches with Top Producers features Shawn Kerley, regional vice president at USA Mortgage. In addition to his day-to-day role, Shawn is also a technology coach and trains all his loan officers on Total Expert. Don't miss out on this special episode, where Shawn takes the driver's seat and demo's the …
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Just over three months ago, Wendie White, regional manager at Prosperity Home Mortgage went from never using the Total Expert platform to using it every single day to manage her leads, clients, and referral partners. Tune in to this episode of #streetlevelstrategies to learn about why she made the change and the daily and weekly strategies she has …
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Joe Tupy is an extremely insightful and purpose-driven originator who is focused on leveraging data and technology to be highly effective in his communications, relationships, and day-to-day operations. Watch this episode of #streetlevelstrategies to learn how and more importantly, why! Shoutout to @ninja selling, @rate plug, @mortgagecoach @bombbo…
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This episode of Street Level Strategies: In the Trenches with Top Producers features Ashley Pratt, Branch Manager at Intercap Lending. Ashley has truly integrated technology into her day-to-day workflow - from tracking leads and following up with clients, to consistently engaging with referral partners, Ashley has figured out how to make Total Expe…
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This episode of Street Level Strategies: In the Trenches with Top Producers features Shane Hofmann, Mortgage Consultant at Edina Realty Mortgage. As we move into this slower season, Shane is really looking to invest in his agent relationships. In this conversation, he shares his strategy to engage and show value to his referral partners with the co…
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Consistency is key. 🔑 In this episode of Street Level Strategies, Patti Adamson, top producer at VanDyk Mortgage shares how she is increasing her referral network by consistently showing value to her agents with Total Expert. She has built a streamlined process where every week she is sharing marketing resources with her agent database as a way to …
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This episode of Street Level Strategies: In the Trenches with Top Producers features Robby Cole, loan officer at Benchmark Home Loans. Robby is a Co-Marketing superstar and has over 80% Co-Marketing acceptance rate with his agents. In this conversation, he shares his best practices and processes for inviting, onboarding, and supporting his agents i…
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This episode of Street Level Strategies: In the Trenches with Top Producers features Shannon Hoff, loan officer at American Pacific Mortgage. In this conversation, Shannon shares how Total Expert has helped her be more efficient, improve her customer experience, and close more deals. She also shares some of the creative ways she is using in-person …
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This episode of Street Level Strategies: In the Trenches with Top Producers features Heather Neuner, Senior Loan Officer at Fairway Independent Mortgage Corporation. Heather is a power user of Total Expert and has truly integrated the platform into her day-to-day operations as an originator. In this conversation, you will hear how she now manages a…
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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 a…
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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 de…
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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…
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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 lever…
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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…
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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 partne…
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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.…
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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 u…
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