Podcasts about mortgage-crm

Recent months have created a lot of "forced prioritization" for businesses. Joe Welu and Sue Woodard discuss the importance of analyzing and optimizing the efficiencies businesses had going into quarantine and those they developed to carry them forward for the best ROI.

The "new normal" hasn't come fully into focus; but the best-run financial brands know that taking care of customers and deepening relationships is more important than ever. Joe Welu and Sue Woodard explain how to look beyond basic acquisition and retention to move your customers and your organization to the next level.

Humans and technology have been forced together like never before this year. Joe Welu and Sue Woodard discuss how work and lives have intermingled as a result of quarantine, creating a whole new intimacy among colleagues and customers. Find out how what to take forward from a time when we've learned more about each other while being apart.

Forget selling: The best run financial brands start building customers for life by building trust. Joe Welu and Sue Woodard explain why it's important inform, educate and engage - not try to sell - in today's complex and changing financial landscape.

Customer experience is very different from customer engagement. Joe Welu and Sue Woodard discuss how focusing on - and achieving - great engagement is a win-win for companies and customers - and sets you apart from your competition.

The idea that chaos and destruction presents opportunity has proven true in the quarantine of 2020. Joe Welu and Sue Woodard discuss how top companies and professionals are are pushing the limits to find out what's possible - when it's a must.

Long-term customer relationships are the most profitable. Joe Welu explains why coordination between sales and marketing is crucial to earning and keeping customers for life.

Profitability depends on long-term customer relationships. Joe Welu explains the shifts the most successful brands are making to earn and keep customers for life.

Technology is a more than a routine business purchase - it can make or break your bottom line. Joe Welu explains what companies need to consider to help choose technology partners that deliver ROI.

In order to survive in an era of financial commoditization, companies need to differentiate themselves. Joe Welu explains how to use data and technology to improve the customer experience and stand out among the competition.

What could be more impactful than the internet? Joe Welu discusses what businesses need to know about artificial intelligence (AI) and how it can - and should - change the way you do business.

Companies are asking the wrong questions when it comes to using technology to increase productivity and improve the customer journey. Joe Welu explains the key to getting the most out of your tools, resources and relationships.

Consumer expectations have risen. Are your standards and practices keeping up? Joe Welu explains three essentials for acquiring customers and winning their business for life.

The use of technology for marketing by banks and mortgage lenders started with compliance needs and has evolved to a customer-centric focus. Joe Welu explains how technology is helping companies make an impact where it's easiest, reinforce relationships and build customers for life.

Could you use a revenue lift? Total Expert CEO Joe Welu explains how focus and effort in two areas can improve your conversion and retention rates as well as your bottom line.

Technology plays a huge role for businesses and consumers today. As technology - and people - become more sophisticated, it's important to understand the importance of humanization in the customer journey. Joe Welu explains how simple this seemingly complex concept is for banks, lenders and financial services.

A lot of companies find themselves outside their comfort zones in today's market, but that's where great things can happen! Joe Welu explains what it takes to thrive at a time when others are collapsing under pressure.

Just doing what you're comfortable with is no longer enough to win in today's market climate. Joe Welu explains how winning companies who force adoption and best practices are picking up deals "by accident" that would otherwise be falling through the cracks.

The mortgage and housing market have changed. Joe Welu shares the keys to success at a time when many companies are at risk of becoming part of the carnage.

Margin compression and squeezed profits, rising rates and a market reset - are you playing offense or taking cover? Joe Welu explains how companies nationwide are dealing with increasing challenges. What best describes your company - proactive or panicking?

Companies and producers who want to move the needle need to have empathy for the customer experience. Joe Welu explains how to embrace the customer mindset to meet customer expectations.

In order to win, companies need to cut through the noise and "get personal" with customers. Joe Welu explains how to use personalization to build trust and relationships at scale.

Companies and sales people are in a race to meet consumers' expectations. Joe Welu explains how to anticipate your customers' needs so you can interact with them on their terms, when they're ready to transact.

In a climate of margin compression, more producers doesn't necessarily mean more profit. Joe Welu explains what smart organizations are doing to increase productivity this year and beyond.

In order for an initiative to be successful, organizations must define what success looks like. Joe Welu explains the difference between actions and results and how to leverage technology for the desired outcomes.

Finding and delivering the data that your customers care about is critical in today's market climate. Joe Welu discusses the importance of establishing your expertise through education-centric marketing so consumers come to you when they're ready to transact.

There are three things that successful companies and producers are doing to get ahead. Joe Welu explains what it takes to pull away from the pack in today's tech savvy market.

When it comes to marketing, are you innovating or just coping? Joe Welu discusses why it's hard to disrupt the mega brands and explains how to remain relevant and avoid "getting eaten" in a changing market climate driven by technology.

Your public persona is a powerful tool. Joe Welu explains how consistent, effective use of reviews and surveys can propel your marketing and your business.

Motivated companies and producers can have a great December by doing what their competitors won't. Joe Welu talks about finishing the year strong...

The resignation of Richard Cordray opens the door for an overhaul to an agency that's been a political football. But don't think change will be big and fast at the bureau that's changed the way mortgage and real estate companies work together....

So you're on Facebook, Twitter, etc...are you maximizing the power of social media in your business? Joe Welu explains the biggest mistake companies and producers make when it comes to promoting themselves and their brands - and how to turn it around.

Industry experts predict brisk business for 2018 - who will win and who will struggle to keep up? Joe Welu explains what it will take to break away from the pack.

Extremely successful companies and producers have something in common: strict adherence to a business plan. Ready to ramp up your production? Joe Welu explains how to deploy the 1-Page Business Plan to propel your pipeline. Download the 1-Page Business Plan guide here: https://totalexpert.com/info-1-page-business-plan/?utm_source=podcast&utm_medium=social-organic&utm_campaign=1-page-business-plan&utm_content=podcast

Today's most successful mortgage companies and loan officers understand knowledge is important not only to consumers, but the partners they seek to do business with. In this episode, Joe Welu explains how MLOs can take advantage of a particularly easy opportunity to provide value through education-based marketing.

Headlines - even those in the mortgage and real estate industry trades - aren't very useful when it comes to how to speak to the public in light of current market events. Joe Welu explains how to make the news useful to consumers and help them make informed decisions.

What do top producing loan officers have in common? Robust referral business. Joe Welu shares insight to help MLOs evaluate how maximize referral business - and the most lucrative sources may surprise you.

If technology can be a disruptor - it will. Zillow has a pilot program that has Realtors up in arms, but their biggest trade organization refuses to enter the fray. Joe Welu talks about this controversy and how MLOs and Realtors can up their own game in the new world.

Leads, past clients, sphere of influence - that's where most mortgage and real estate professionals begin to build their business. But influence and success really increase when you grow your brand at the community level. Joe Welu explains how to set up and approach business development on this large, lucrative scale.

The only thing better than strong growth and profits is achieving them doing what you love - and doing what you do best. Joe Welu explains what mortgage companies that are succeeding today and who will dominate their markets going forward are doing to achieve this winning balance.

It's a purchase market...have you made the pivot? Mortgage companies and loan officers need purchase business to grow. Joe Welu explains what needs to be happening at the enterprise - and street - level to succeed in today's market.

Would you like 1-2 more deals per month? What you think are old or even dead leads can still turn into transactions. Joe Welu talks about timing and how systematic effort can put you in the right place at the right time with prospects.

Would you like 1-2 more deals per month? What you think are old or even dead leads can still turn into transactions. Joe Welu talks about timing and how systematic effort can put you in the right place at the right time with prospects.

Ever ask the tough questions - of yourself? Do you have clarity as to why someone should work with you over your competition? Joe Welu explains the importance of being able to authentically communicate the answer to this critical question.

Are you currently spending 20% of your time on business development? How many hours should successful producers be working a week - minimum? Joe Welu gives you the lowdown on blocking out time and maximizing it for growth.

Ever ask the tough questions - of yourself? Do you have clarity as to why someone should work with you over your competition? Joe Welu explains the importance of being able to authentically communicate the answer to this critical question.

Are you currently spending 20% of your time on business development? How many hours should successful producers be working a week - minimum? Joe Welu gives you the lowdown on blocking out time and maximizing it for growth.