Our very own General Manager of Banking James White recently joined Utah Community Credit Union (UCCU) Vice President of Mortgage Production Zakary Short on the CU2.0 podcast, hosted by Robert McGarvey. Their conversation dove into the factors shaping the current housing landscape and the ways that credit unions can leverage modern tools like Total Expert to increase loan officer efficiency, identify members’ mortgage needs, and proactively engage them with personalized communications to help build relationships and close more loans.
On the podcast, Zakary Short shared specific examples of how UCCU is leveraging Total Expert to drive growth and uncover mortgage opportunities even in an unpredictable market.
Tune into the conversation below!
