Street Level Strategies: In the Trenches with Top Producers

On his second Street Level Strategies appearance, Synergy One Lending’s Matt Shaver reveals that he can directly track nearly $2 million in closed loan volume to Customer Intelligence alerts. Alerts like credit inquiry and listing alerts have helped him identify clients who were planning to buy out-of-state and reconnect with them to retain or earn their business. Matt feels that if LO’s aren’t using Customer Intelligence alerts, they are missing out on potential transactions—crediting the alerts with reigniting relationships and starting conversations from an informed point of view.