Street Level Strategies: In the Trenches with Top Producers

Hear from top users of the Total Expert platform and how they are using the platform every day to grow their business and drive more revenue.

Street Level Strategies

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Greg Watson, SVP and Branch Manager at GO Mortgage, audited his own pre- and post-close automation and realized a big piece was missing in their process. Implementing new automation standards for borrowers using Total Expert has allowed his team to identify customers to reconnect with daily, continue to nurture those relationships over time, and educate them on market changes. Learn how Greg and his team have transformed the annual reminder into casual check-ins and conversations in this Street Level Strategies interview with Bobbi Jo Dallas.

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