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.
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Westerra Credit Union mortgage loan officer Bryan Wisher worked his way up from being a teller and has spent 15 years in the industry. The warm leads that Total Expert’s Customer Intelligence has helped him get ahead of conversations with members and approach those interactions from an informed position. Bryan’s experience leveraging Customer Intelligence has allowed him to help members get into better financial situations by recognizing credit inquiry alerts and mortgage applications to find the right loan or debt consolidation product to fit their needs. Find out how in this episode of Street Level Strategies with Total Expert’s Customer Engagement Manager, Bobbi Jo Dallas.