Relationship Building Resources | Total Expert

Industry Resources

High-Performing Loan Officers: The Do’s and Don’ts

Competition is about to get fierce, and it’s the high-performing LOs who can teach us what to do—and…

Customer Success

Inland Home Mortgage Case Study

Industry Resources

Competition and Margin Compression in Lending: The Squeeze Is On

Industry Resources

Direct-to-Consumer Lending: It’s Time to Up Your Game—Here’s How

Customer Success

Civic Financial Services Case Study

Industry Resources

Momentum Loans Increased Loan Officer Productivity to Grow Its Business by 20% Over 12 Months

Industry Resources

3 Strategies To Go from “Onboarding” to “Foreverboarding” Customers

Industry Resources

Mortgage Servicing: The Single Greatest Growth Opportunity

Industry Resources

The Financial Brand: CX Will Look Different for Banking Providers in a Connected World

Customer Success

Momentum Loans Case Study

Industry Resources

2021 Goal: Play for Keeps

Industry Resources

How to Drive Customer Retention After the 2020 Refi Boom

Industry Resources

How to Close the Biggest Retention Gap in Mortgage Servicing

Industry Resources

Why So Many Digital Transformation Initiatives Fail – and How to Make Sure Yours Succeed

Expertise & Insights

Total Expert Empowers NewFed Mortgage to Build Trust and Drive Engagement

Industry Resources

Finance of America’s Customer Experience Roadmap Centers on Personalization, Loyalty, and Servicing

Expertise & Insights

Total Expert Again Recognized on the Inc. 5000 Series: Midwest List

Industry Resources

To Master Customer Experience, Focus on the Now

Expertise & Insights

How To Master Customer Experience, Focus on the Now

Expertise & Insights

Finance of America’s Customer Experience Roadmap Centers on Personalization, Loyalty, and Servicing

Customer Success

Mountain West Financial Combines Technology with Human Connection to Create Customers for Life

Industry Resources

Leveraging Your Biggest Asset in Digital Growth – Employees

Guides

How to Create a Seamless Borrower Experience

Expertise & Insights

HW: Sue Woodard on Why the Customer Is the Real Hero