A Loan Officer’s Guide to Navigating the NAR Settlement Changes
December 17, 2024
In this guide discover five actionable strategies to help you succeed in this new post-NAR settlement landscape.
Reports and resources for modern financial services organizations.
In this guide discover five actionable strategies to help you succeed in this new post-NAR settlement landscape.
Our latest ebook will show you how to minimize the risk of EPO penalties, increase your retention, and drive growth once rates begin to fall.
Explore what’s shaping the Medicare marketing space and how to adapt your strategies for long-term success beyond 2024
How can insurance marketers actually use AI today—and what are tomorrow’s most promising applications? This ebook will take a look at the factors shaping the AI transformation of insurance marketing
Insurance agencies and brokers need access to digital tools that allow them to turn raw data into personalized sales and marketing communications at scale.
Insurance agencies and brokers can create lifelong customer relationships by delivering the right message at the right moment—but they need to ensure that their message meets brand and regulatory requirements.
In this guide, we’ll cover market predictions and expectations, risks and opportunities in the refinance wave, and how to leverage technology to stay one step ahead.
In this industry guide you’ll learn how to maintain—and expand—your deposit account base by focusing on relationship building.
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.