Podcast appearances and mentions of sue woodard

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Best podcasts about sue woodard

Latest podcast episodes about sue woodard

Lykken on Lending
Inside the Mind of Sue Woodard: Unpacking the Human Element of Mortgage Tech Relationships with Sue Woodard and Allen Pollack

Lykken on Lending

Play Episode Listen Later Jan 22, 2025 31:40


In this engaging episode of Lykken on Lending, host David Lykken is joined by the inspiring and dynamic Sue Woodard, a renowned voice in the mortgage and fintech industries. Together with co-host Allen Pollack, they dive into the complexities of lender-vendor relationships, discussing challenges, opportunities, and the critical human element in mortgage technology. Sue, leveraging her unique perspective as both a former lender and a consultant, shares invaluable insights into fostering healthier partnerships between lenders and vendors. From the importance of communication, trust, and empathy to practical strategies like executive business reviews and proactive data intelligence, this episode is a masterclass in relationship building within the industry. They also explore the transformative role of AI and predictive data in reshaping mortgage technology while emphasizing that no amount of innovation can replace the essential human connection. Whether you're a lender, vendor, or simply interested in the future of mortgage tech, this episode offers a wealth of insights to inspire and inform.

Mortgage Marketing Radio
Mastermind Summit Top Producer Panel

Mortgage Marketing Radio

Play Episode Listen Later May 3, 2024 58:28


In this episode of Mortgage Marketing Radio our guests are Sue Woodard, Cindy Ertman and Shant Banosian. We delve into innovative strategies for mortgage professionals looking to drive referrals and enhance customer relationships in today's market.Cindy Ertman, a seasoned keynote speaker at the Mastermind Summit, shares three bold strategies designed to secure affirmative responses from referral partners.Shant Banosian the #1 Mortgage Banker in the country focuses on the crucial elements of mindset, basic activities, and value propositions, highlighting the importance of maintaining a positive approach and readiness for unpredictable market circumstances.Sue Woodard brings to the table a discussion on Generation CX, addressing the evolving needs of consumers and emphasizing the critical role of a high-quality customer journey in the mortgage process.Episode Resources:Mastermind SummitmyAgent Classes

The Thirty Percent Project
The Kuleana of Politics

The Thirty Percent Project

Play Episode Listen Later Jul 9, 2023 55:50


Kuleana is “a uniquely Hawaiian value and practice which is loosely translated to mean ‘responsibility.' The word kuleana refers to a reciprocal relationship between the person who is responsible, and the thing which they are responsible for.”  (from Hawaiian Word of the Day, Hawaii News Now). In this episode, we talk about kuleana and politics with Anne Frederick, Executive Director of the nonprofit HAPA, and with Thomas Heaton, reporter for the Hawai'i news publication, Civil Beat. Anne Frederick's organization, HAPA (Hawai'i Alliance for Progressive Action), engages deeply in state legislative politics. It was founded in 2014 around the issues of food justice and pesticide use. HAPA also founded the Kuleana Academy, a political training and accelerator program focusing on building  capacity in community leaders on issue-based, political, or electoral campaigns. The first part of this episode is an interview with Anne in the middle of a busy legislative session, which found her team organizing community and stakeholder engagement on a suite of bills, which we'll discuss.  You'll hear about their particular focus on land use and tax incentives to level the playing field. I invited Thomas Heaton, a reporter at the news publication Civil Beat, to join us in the second half of this episode.  Civil Beat is a non-profit online investigative journalism publication. Thomas is a New Zealand native who came to Hawai'i by way of his interest in the food system, developed during his global reporting experience. An explanatory note on one of the topics:  we discussed the unexpected demise of a bill to provide state matching funds to a program we speak of as “Da Bux '' which is Hawai'i's way of describing its Double Up Bucks program. In some states, the program is called Market Match.  Each state has their own version of the program, which is based on the federal Gus Schumacher Nutrition Incentive Program (GusNIP; also known as Market Match, Double Up Bucks, Veggie Voucher). GusNIP is a federal program, which provides people who receive Supplemental Nutrition Assistance Program benefits (SNAP, or food stamps)  up to $10 in vouchers at participating farmers' markets, when they use their benefits to purchase  fruits and vegetables.For More Info: The HAPA website Anne Frederick and her teamAnne's 2023 Legislative Session Debrief (includes info on the Da Bux program, discussed in the episode)Civil Beat coverage of a report by HAPA on pesticide use on Hawai'i farmsMore about Thomas HeatonThe Hawai'i Grown section of Civil Beat, with many of Thomas Heaton's storiesCredits: Created, produced, and hosted by Paula DanielsSound engineer: Rob PeraTheme music: Caryssa ShinozawaLogo: Reiko Quitevis and Sue Woodard

The Thirty Percent Project
The Hawai'i Food Hub Hui

The Thirty Percent Project

Play Episode Listen Later Mar 15, 2023 56:17


The Hawai'i Food Hub Hui serves as backbone for about 14 food hubs in Hawai'i,  supporting about 1300 farmers, and moving around $14 million in local food from farm to fork. Which means, they are serving about 20% of Hawaii's farmers, and moving about 20% of their agriculture economy.  Our guest Dr. Saleh Azizi runs the food hub hui as an initiative of the Hawaii Good Food Alliance, which in turn is run by our guest Harmonee Williams, who is Executive Director of The Hawai'i Good Food Alliance, a group of "community leaders who share in the production, aggregation and distribution of food to re-build thriving community food systems."Food hub support has been an initiative of the US Dept of Agriculture since 2009. There are about  250 food hubs throughout the United States.  They are considered critical infrastructure for regional supply chain resilience, and were particularly important during the early months of the COVID pandemic, when highly globalized supply chains proved to be as attenuated and fragile as a spider web - in other words, they can hold up well enough until there's disruption.  The shorter supply chains, which we discuss in this episode, are more able to absorb shocks to the system, able to pivot and can be more nimble in matching supply and demand.  We talk about the definition of food hubs, their  business models, their economic development role, and how they fit into the vision for Hawai'i's food system. For more info: The Hawai'i Good Food Alliance website The USDA Local Food Hub Directory for food hubs throughout the US A Food Hub Resource Library from the Wallace Center at Winrock International Findings of the National Food Hub Survey by the Center for Regional Food Systems at Michigan State University Regional Food Hub Resource Guide (USDA, 2012) And for more information on South Korea's school food distribution system, mentioned in the podcast:Gaddis, J.E., Jeon, J. "Sustainability transitions in agri-food systems: insights from South Korea's universal free, eco-friendly school lunch program." Agric Hum Values 37, 1055–1071 (2020). https://doi.org/10.1007/s10460-020-10137-2Credits: Sound Production: Keola Iseri of the University of Hawai'i, West OahuSound editor:  Rob PeraLogo design:  Sue Woodard, and Waipahu High School student Reiko QuitevisSound creation and theme music: Waipahu High Schools students  Caryssa Shinozawa, Landon Guzman, Syd Sausal

ICE Mortgage Technology Open House Podcast
Breaking the ICE - Episode 1: Be a conference champion

ICE Mortgage Technology Open House Podcast

Play Episode Listen Later Feb 1, 2023 35:53


In the first episode of our new Breaking the ICE video series, we're detailing how to identify personal and professional opportunities to become a conference champion. By developing a conference blueprint before you arrive, you'll be able to maximize the impact on your business strategies.Get innovative tips from mortgage industry leaders and networking pros, Eric Kujala, VP of Product Marketing, ICE Mortgage Technology®, and Sue Woodard, Senior Advisor, STRATMOR Group, on how to get the most ROI out of every event. They'll prepare you to make a game plan, select activities and engagements that support your goals, and create post-conference action items to take back to your team.

Expert Strategies
Technology Evaluation: Tech Stack Or 'Franken-Stack?'

Expert Strategies

Play Episode Listen Later Jan 23, 2023 15:38


Guess who's back? Fintech evangelist Sue Woodard joins Joe Welu here in Expert Insights studio again, this time to discuss how banks and lenders evaluate their tech stack in today's macro environment. Sue shares the biggest pain points of lenders in choosing and implementing the right technology, the key components lenders miss during the process, how tech providers can be seen as more than just another vendor, and more! Tune in now to know if it's all tech stack or “franken-stack”!

Mortgage Innovators Podcast
The Power Within - Utilizing Current Tech to its MAX | Episode 65

Mortgage Innovators Podcast

Play Episode Listen Later Jan 17, 2023 20:40


Welcome to the Mortgage Innovators Podcast presented by Mortgage Innovators (mortgageinnovators.com) This week watch industry experts, Margaret Chiavini CMB, AMP Newrez LLC, Jason Smith MBA, Cloudvirga and Sue Woodard, STRATMOR Group discuss the year ahead and how lenders need to look within their current technology stack to increase an overall better mortgage process. To learn more about Mortgage Innovators, visit mortgageinnovators.com The Mortgage Innovators Conference 2023 - Innovators UNITE will be held June 14-15 at the Hilton Anaheim. Sponsorship opportunities are NOW OPEN and if you want more information head to mortgageinnovators.com/conference to keep up to date.

Expert Strategies
The 2023 Growth Playbook: Customer Acquisition With Sue Woodard

Expert Strategies

Play Episode Listen Later Jan 9, 2023 27:29


Prioritization is more important than ever as lenders look for ways to grow their businesses. Customer acquisition will certainly be a key component in this regard. Fintech evangelist Sue Woodard joins Joe Welu in the Expert Insights studio to discuss the top priorities for lenders in 2023. She explains how to operationalize the right things in your organization and offer consumers with high-quality advice to help them make their homeownership dreams a reality. They share the mindset that will allow lenders to win in any market and keep their customers coming back for life. Tune in for their insight.

The Thirty Percent Project
How Politics is Like Surfing

The Thirty Percent Project

Play Episode Listen Later Dec 21, 2022 73:00


Josh Stanbro developed and led the Office of Climate, Sustainability and Resilience for the City and County of Honolulu as its first Chief Resilience Officer. Josh is now in Washington DC and is Deputy Director of the Policy Lab with Elemental Excelerator, a global nonprofit accelerator for climate tech which was founded in Hawai'i.  His path from California to Hawai'i of itself tells a valuable story of 21st Century Hawai'i. And because Hawai'i was once and hopes to again be a place of sustainable agriculture, his previous work at the Trust for Public Land and the Hawai'i Community Foundation, leading up to the Mayor's office,  tells a story of the transformation efforts underway, and the expanding reach of the Hawai'ian Renaissance.   From Josh we learn about the landmark case on Hawai'ian property law that inspired him to go to law school; about the sustainable agriculture projects he worked on while at the Trust for Public Land and the Hawai'i Community Foundation. We talk about the dozen good reasons to buy local; about inclusive, community driven governance; and how politics is like surfing. Overall we get some info on Hawai'ian activist history, a fair amount of historical and modern land use info, and a lot of good wisdom about leadership in governing.  And finally, we learn what three wishes he would have, to help Hawai'i achieve its Aloha Plus challenge goal of getting to 30% locally grown food by 2030.For more info: Elemental ExceleratorThe Resilience Office of the City and County of HonoluluThe Hawai'i Community Foundation The Trust for Public Land, Hawai'i Credits: Sound editing: Keola Iseri of the University of Hawai'i, West Oahu and Rob PeraLogo design: Sue Woodard, and Waipahu High School student Reiko Quitevis Theme music: Waipahu High Schools students  Caryssa Shinozawa, Landon Guzman, Syd Sausal 

Mortgage Innovators Podcast
Crafting The Perfect Mortgage Tech Stack | Episode 58

Mortgage Innovators Podcast

Play Episode Listen Later Sep 6, 2022 19:07


Episode 58 of the Mortgage Innovators Podcast is here. This week we're starting a new series, called Tech Stack 101. Each episode in the month of September we are focusing on how to better understand, build, and/or upgrade technology stack's in the mortgage process. This week's episode features Michael Guidotti, Sue Woodard and Josh Lehr where the three of them discuss all about Crafting The Perfect Mortgage Tech Stack. We are answering topics. - First define what a “tech stack” is - related to the mortgage process - Essential technologies that all mortgage companies should incorporate. Needs vs Extras - When to focus on lowest cost and when to focus on best in class? - All in one solutions vs multiple platforms? Learn more about all that Mortgage Innovators has to offer by visiting mortgageinnovators.com

Fintech Hunting
Fintech Hunting Episode #135 with the incredible Sue Woodard Mortgage and FinTech Evangelist, Public Speaker, Senior Advisor to Total Expert

Fintech Hunting

Play Episode Listen Later Jul 13, 2022 29:16


Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast we have an incredible guest for you today. She is an industry thought leader, trailblazer, engagement expert, networking guru, and extremely well respected in the mortgage industry. Please help me welcome the amazing Sue Woodard Senior Advisor to Total Expert

The Customer Experience Podcast
196. Edumarketing: More Teaching, Less Selling w/ Ginger Bell

The Customer Experience Podcast

Play Episode Listen Later Apr 26, 2022 49:45 Transcription Available


Nobody wants to be sold to. Nobody. But nearly all of us are open to learning something helpful.  Today's guest, an edumarketing expert, teaches sales through education.  Hear my conversation with Ginger Bell, Founder at Edumarketing: How to extend customer experience to people who aren't your customers Why education is better than sales What mindset shift will enable you to become an educator How to use video in edumarketing How to get started sharing your expertise with customers   More information about Ginger and today's topics: Ginger Bell on LinkedIn  Edumarketing.com  Sue Woodard on LinkedIn  Archer Hotel Austin   Subscribe, listen, and rate/review the Customer Experience Podcast on Apple Podcasts , Spotify , Google Play or Google Podcasts , and find more episodes on our blog.

TMConnect Podcast
The Rundown with Rob & Rich Feat. Sue Woodard, Sponsored by Total Expert

TMConnect Podcast

Play Episode Listen Later Mar 31, 2022 51:33


The Customer Experience Podcast
191. Operationalizing Love for Customers & Employees w/ Sue Woodard

The Customer Experience Podcast

Play Episode Listen Later Mar 29, 2022 45:50 Transcription Available


Today's guest says that love is a competitive advantage. Kindness, compassion, collaboration, empathy, and especially love are all good things in business both for customers and for employees.  In this episode, I speak with Sue Woodard , Senior Advisor at STRATMOR Group, about how to operationalize love for CX and EX.   Sue and I talked about: - Why CX is your customer's perceptions of your brand - Whether CX is a team or a culture - What the EX-CX connection has to do with humanizing businesses - What it means to operationalize love - How to start using video (even if you look funny on screen)  Check out these resources we mentioned: - Sue Woodard on LinkedIn  - Rob Abele on LinkedIn  - Harley Davidson  Subscribe, listen, and rate/review the Customer Experience Podcast on Apple Podcasts , Spotify , Google Play or Google Podcasts , and find more episodes on our blog.

Shred Media
Brand+Shred #10 Choose Your Voice with Sue Woodard

Shred Media

Play Episode Listen Later Mar 9, 2022 28:37


Sue Woodard is a successful professional in the mortgage and real estate industry. Sue Woodard brings over thirty years of financial services and mortgage industry experience, strategic vision, and leadership.In this episode, we talk about how to choose your voice when creating your brand on social media and how each platform can make a difference for your brand. Having a personal brand is key to building long-lasting relationships that will allow your business to continue to thrive.

Mortgage Innovators Podcast
2022 Bold Predictions For Mortgage Technology | Episode 26

Mortgage Innovators Podcast

Play Episode Listen Later Dec 7, 2021 23:32


Welcome to the Mortgage Innovators Podcast sponsored by Qualia! In our 26th episode, our co-hosts discuss "2022 Bold Predictions For Mortgage Technology" Talking points: 2:44 - Sue Woodard's Predictions 5:17 - Michael Guidotti's Predictions 8:09 - Dave Zitting's Predictions 11:51 - Who are the "healthy bet" winners? 18:11 - Predictions for the Appraisal Industry 20:46 - Does the cost to produce rise or fall in 2022? Mortgage Innovators Conference 2022 is happening IN-PERSON May 2-4, 2022 at the Hilton Anaheim. For the latest information, visit mortgageinnovators.com/conference Thank you to our podcast sponsor Qualia, Discover how you can work more efficiently with your title and escrow partners at qualia.com/innovators

Shred Media
#202 - Sue Woodard - Know Thy Customer

Shred Media

Play Episode Listen Later Aug 9, 2021 25:51


It's time to #SHRED! Today on The Shred Show I'm joined by the spectacular Sue Woodard of Total Expert and we're discussing how to "Know thy Customer". Is it important? How do you do it? How do you differentiate yourself from your competition? These topics and SO much more. Come SHRED with us!

Fresh Takes by Total Expert
Brian Vieaux - Zero-Party Data: How Well Does Your Financial Institution Know You?

Fresh Takes by Total Expert

Play Episode Listen Later Jul 30, 2021 18:07


There's no shortage of consumer data but the real question is, “How does your organization access and act on that data?” Listen in to FinLocker President and COO Brian Vieaux and our own Sue Woodard for data best practices and how to serve up personalized recommendations throughout your customers' financial journey.

Fresh Takes by Total Expert
Doug Wilber - The Social Media Playbook for Financial Services

Fresh Takes by Total Expert

Play Episode Listen Later Jun 30, 2021 23:18


When it comes to connecting with consumers all over the world, where should you turn? Social media. Sue Woodard is joined by Denim Social CEO Doug Wilber who shines a light on the power of social media and utilizing it to nurture customer relationships. Doug answers the million-dollar question, “How does your brand connect with consumers on social media?” For more information, visit denimsocial.com.

The Remarkable Credit Union Podcast
People Over Products: Lessons on Creating an Exceptional Member Experience

The Remarkable Credit Union Podcast

Play Episode Listen Later Jun 24, 2021 35:13


Last year, credit union members needed more help than ever. Whether they needed help navigating online banking, making a loan payment,  accessing a stimulus check, or applying for a PPP Loan, members were overwhelming call centers and online contact forms in search of guidance and support. While credit unions have long prided themselves on building relationships that value people over products, COVID upped the ante for prioritizing member service. Sue Woodard, Chief Customer Officer at Total Expert, joins our podcast this month to tackle this month's BIG question: How has COVID impacted member engagement and communication efforts and what new strategies will stick as we return to “normal?” Sue shares how to create member journeys that drive engagement, human connection, and a personalized experience... even for indirect members!

Fresh Takes by Total Expert
Brian Covey - Becoming the Lender for Life

Fresh Takes by Total Expert

Play Episode Listen Later Jun 15, 2021 23:14


Pro soccer player turned VP of one of the largest mortgage companies in America, loanDepot VP, Regional Production Brian Covey joins Sue Woodard to share how their lenders are standing out and delivering superior customer experiences. Listen in to hear Brian's take on becoming consumers lender of choice and forming lifelong financial relationships. To learn more, visit www.briancovey.com.

Mortgage Leadership Outlook Series
Sue Woodard, Total Expert

Mortgage Leadership Outlook Series

Play Episode Listen Later May 31, 2021 28:33


On this episode of the Mortgage Leadership Outlook, Total Expert's chief customer officer, Sue Woodard and Andrew Berman explore her origin story, what she loved about the mortgage industry, How to "Spring" Out of a Slump, how to create forever borrowers, the biggest tech obstacles and opportunities facing mortgage lenders, how to thrive in margin compression and more.

Fresh Takes by Total Expert
Mel Marsh - Stand Out with Positive Memorable Customer Experiences (PMCEs)

Fresh Takes by Total Expert

Play Episode Listen Later May 25, 2021 21:13


As consumers navigate their own life journey, they need a trusted financial advisor on their side. Someone who knows them, values them, and has their best interest in mind. Sue Woodard is joined by Mel Marsh of Cardinal Financial who details how to deliver PMCEs and be your customers' go-to partner for all of their financial needs.

New Releases
Fintech Friday Episode #6 with Sue Woodard

New Releases

Play Episode Listen Later May 20, 2021 29:06


Fresh Takes by Total Expert
Kristen Brabants - Employee Empowerment Yields Exponential Growth

Fresh Takes by Total Expert

Play Episode Listen Later May 14, 2021 19:45


Empowering originators to be the CEO of their business led Guaranteed Rate to once again have the most originators on the 2020 Scotsman Guide over any other company. Kristen Brabants and Sue Woodard break down what's led to this repeat achievement and share best practices that other lenders can bring into their business.

Fresh Takes by Total Expert
Ryan Schmidt - The New Perception of Reverse Mortgage

Fresh Takes by Total Expert

Play Episode Listen Later Apr 13, 2021 19:26


Hit the pavement with Sue Woodard and Ryan Schmidt, wholesale marketing director at Finance of America Reverse (FAR). FAR has been named a top lender again in 2021 and is sharing their secret to success to deliver the optimal customer experience. Plus, find out the three C's every mortgage lender needs to implement in their business.

Fly The Flag - A Mortgage Podcast
Episode 7 – Sue Woodard - Total Expert

Fly The Flag - A Mortgage Podcast

Play Episode Listen Later Apr 6, 2021 34:33


Listen in with our new Fly The Flag podcast host A.J. Befumo as he talks with Sue Woodard, Chief Customer Officer at Total Expert. This episode will cover AFNs great partnership with Total Expert and everything this robust CRM has to offer, plus some great tips on how you can reset and re-engage in 2021 to increase your business.

Fresh Takes by Total Expert
Paul Gigliotti - Orchestrating a Culture of Change

Fresh Takes by Total Expert

Play Episode Listen Later Mar 30, 2021 19:44


Total Expert's Sue Woodard and Pinnacle Home Loans Chief Operating Officer Paul Gigliotti will have you walking (or running!) as they dive into the key components to create a culture of change – both for your customers and inside your organization. Paul shares how organizations can set their teams up for success and deliver stand-out customer service. For more on Pinnacle Home Loans, visit https://pinnacle-loan.com/.

Mortgage Marketing Radio
A Case Study in the Customer Journey Experience

Mortgage Marketing Radio

Play Episode Listen Later Mar 24, 2021 56:25


Today, we’re studying the customer journey experience and examining how to improve our own systems! Sue Woodard joins us to share her experiences and expertise. Listen in to continue to pivot, innovate, adapt, and overcome! Episode Resources: Come say hello in the Check out the Mortgage Marketing Radio Youtube channel at Visit

Fresh Takes by Total Expert
Tony Thompson - Fulfilling the Dream of Homeownership

Fresh Takes by Total Expert

Play Episode Listen Later Mar 16, 2021 21:33


The aspiration of homeownership is real for so many, yet there is still a large gap in empowering all communities to make it a reality. Sue Woodard is joined by Tony Thompson, founder and CEO of NAMMBA, to discuss what can be done to increase homeownership and the impact it has on the community as a whole. Plus, Tony shares what their Mission 2025 program is all about and how you can get involved. To learn more, visit nammba.org.

Fresh Takes by Total Expert
Hunter Young - Personalized Customer Experiences: How Personal Can You Get?

Fresh Takes by Total Expert

Play Episode Listen Later Mar 2, 2021 15:55


If there's one industry that holds the most personal customer data, its financial institutions. But are the customer experiences matching up to show consumers their bank or lender truly knows who they are? Hunter Young from HIFI Agency joins Total Expert's Sue Woodard to share quick wins financial institutions can implement today to elevate their customer experience. Plus, they dive into the hot topic of embedded finance and what it means for the industry. Grab your shoes, take a walk, and tune in now! To hear more from Hunter, visit financialexperiencepodcast.com.

HousingWire Daily
Sue Woodard on the current state of mortgage technology

HousingWire Daily

Play Episode Listen Later Feb 25, 2021 28:01


Today's HousingWire Daily interview features a crossover episode from HousingWire's Housing News podcast. In this episode, Total Expert's Sue Woodard uses her unique perspective to discuss the current state of mortgage technology and explains why she believes the customer is really the hero of the story. HousingWire Daily examines the most compelling articles reported from the HousingWire newsroom. Each afternoon, we provide our listeners with a deeper look into the stories coming across our newsroom that are helping Move Markets Forward. Hosted by the HW team and produced by Alcynna Lloyd and Victoria Wickham.

HW Podcasts
Sue Woodard on why the customer is the real hero

HW Podcasts

Play Episode Play 30 sec Highlight Listen Later Feb 23, 2021 26:38


This week, HousingWire's Editor in Chief Sarah Wheeler interviews Total Expert's, Sue Woodard. In this episode, the chief customer officer uses her unique perspective to discuss the current state of mortgage technology. The Housing News podcast explores the most important topics happening in mortgage, real estate, and fintech. Each week a new mortgage or real estate executive joins the show to add perspective to the top stories crossing HousingWire's news desk. Hosted by Sarah Wheeler and produced by Alcynna Lloyd.

Fresh Takes by Total Expert
James Robert Lay - Clearing the Path to Digital Growth

Fresh Takes by Total Expert

Play Episode Listen Later Feb 9, 2021 14:16


Digital Growth Institute Founder & CEO James Robert Lay joins Sue Woodard to discuss building “the growth team” to deliver a top-notch customer experience. Get your steps in and uncover why the majority of digital transformation projects are failing, and what you can do to ensure success. To learn more, snag your own copy of James Robert Lay's newest book: https://www.digitalgrowth.com/banking-on-digital-growth-book

Banking on Digital Growth
66) #ExponentialInsights: Facing Your Fears About Customer Experience Optimization During COVID w/ Sue Woodard

Banking on Digital Growth

Play Episode Listen Later Feb 9, 2021 35:33 Transcription Available


"Customer experience" seemed like just another big business buzzword. Until 2020 hit. All of a sudden, we were forced to reinvent, reimagine, and revisit the whole concept of customer experience. We found immense opportunities for growth. In this episode of Banking on Digital Growth, I talk with Sue Woodard, Chief Customer Officer at Total Expert, a fintech software company that built the first enterprise-grade experience platform purpose-built for the modern financial institutions. We talked about: The time Sue went swimming with sharks and what she learned about life What holds us back from optimizing customer experience Why you need to press "pause" on digital and have a face-to-face conversation You can find this interview, and many more, by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.

Fresh Takes by Total Expert
Michael Guidotti - The Ultimate Digital Lending Experience

Fresh Takes by Total Expert

Play Episode Listen Later Feb 1, 2021 18:41


Grab your shoes, embrace the great outdoors, and take a walk with Sue Woodard and Michael Guidotti of American Pacific Mortgage. They'll break down some of the biggest changes to the digital lending experience and what's helping American Pacific Mortgage stay connected with their customers.

Fresh Takes by Total Expert
Brittany Hodak - The State of Customer and Employee Experience

Fresh Takes by Total Expert

Play Episode Listen Later Feb 1, 2021 18:24


Step outside and join Sue Woodard and Brittany Hodak for the first episode of Fresh Takes! 2020 was a wild ride and impacted the customer (and employee) experience in more ways than one. So, what does that mean for the year ahead? They unpack this and more, plus Brittany shares what she'll be focused on in her new role as Chief Experience Officer.

Laugh, Lend and Eat
Creating The Customer Experience and Beyond

Laugh, Lend and Eat

Play Episode Listen Later Sep 1, 2020 51:11


Total Expert's Chief Customer Officer, Sue Woodard has enjoyed a celebrated career in the mortgage industry. Sue was very candid about her thoughts on customer service, as well as sharing her insights into where the mortgage industry is headed with the right amount technology to help it out.

The Financial Experience Podcast for Banks, Credit Unions, and Fintech
Are You “All-In-All-On” When Engaging Your Customer?

The Financial Experience Podcast for Banks, Credit Unions, and Fintech

Play Episode Listen Later Jul 23, 2020 33:45


Sue Woodard, Chief Customer Officer at Total Expert, joined the Financial Experience Podcast to discuss how she sees trust-building continuing to evolve in the financial world. We discussed what a blend of strong leadership and practical use of data can do for an organization and how organizations can use software to augment (not abrogate) the human touch in banking.

Expert Strategies
Operationalizing Empathy in Your Financial Institution

Expert Strategies

Play Episode Listen Later Jun 12, 2020 6:28


While the market has started to make a comeback, many consumers are still experiencing financial hardship. Now more than ever, it's critical to express empathy in every communication and understand where you customer is in their stage of life. Joe Welu and Sue Woodard discuss how to operationalize empathy, and do so at scale.

Expert Strategies
Operationalizing Empathy in Your Financial Institution

Expert Strategies

Play Episode Listen Later Jun 12, 2020 6:29


While the market has started to make a comeback, many consumers are still experiencing financial hardship. Now more than ever, it's critical to express empathy in every communication and understand where you customer is in their stage of life. Joe Welu and Sue Woodard discuss how to operationalize empathy, and do so at scale.

Expert Strategies
Top Priorities of the Best-Run Financial Brands Post-COVID Part 3: Accelerating Innovation

Expert Strategies

Play Episode Listen Later Jun 11, 2020 5:56


Financial brands have been forced to adapt and innovate using digital technology to continue serving their customers without in-person interactions. Joe Welu and Sue Woodard discuss the necessity of quickly innovating to maintain trust and build loyalty with your customers.

Expert Strategies
Top Priorities of the Best-Run Financial Brands Post-COVID Part 3: Accelerating Innovation

Expert Strategies

Play Episode Listen Later Jun 11, 2020 5:57


Financial brands have been forced to adapt and innovate using digital technology to continue serving their customers without in-person interactions. Joe Welu and Sue Woodard discuss the necessity of quickly innovating to maintain trust and build loyalty with your customers.

Expert Strategies
Top Priorities of Best-Run Financial Brands Post-COVID Part 2: Efficiencies & Optimization

Expert Strategies

Play Episode Listen Later Jun 2, 2020 3:44


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.

Expert Strategies
Top Priorities of Best-Run Financial Brands Post-COVID Part 2: Efficiencies & Optimization

Expert Strategies

Play Episode Listen Later Jun 2, 2020 3:45


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.

Expert Strategies
Top Priorities of Best-Run Financial Brands Post-COVID Part 1: Taking Care of Customers

Expert Strategies

Play Episode Listen Later May 26, 2020 6:14


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.

Expert Strategies
Top Priorities of Best-Run Financial Brands Post-COVID Part 1: Taking Care of Customers

Expert Strategies

Play Episode Listen Later May 26, 2020 6:15


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.

Expert Strategies
2020 Lessons Learned & Key Insights Part 4: The Humanization of Business

Expert Strategies

Play Episode Listen Later May 19, 2020 5:00


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.

Expert Strategies
2020 Lessons Learned & Key Insights Part 4: The Humanization of Business

Expert Strategies

Play Episode Listen Later May 19, 2020 5:01


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.

Expert Strategies
2020 Lessons Learned & Key Takeaways Part 3: Your Sales Strategy has to Change

Expert Strategies

Play Episode Listen Later May 12, 2020 6:40


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.

Expert Strategies
2020 Lessons Learned & Key Takeaways Part 3: Your Sales Strategy has to Change

Expert Strategies

Play Episode Listen Later May 12, 2020 6:40


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.

Expert Strategies
2020 Lessons Learned & Key Takeaways Part Two: Engagement as Competitive Advantage

Expert Strategies

Play Episode Listen Later May 7, 2020 6:54


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.

Expert Strategies
2020 Lessons Learned & Key Takeaways Part Two: Engagement as Competitive Advantage

Expert Strategies

Play Episode Listen Later May 7, 2020 6:54


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.

Expert Strategies
2020 Lessons Learned & Key Takeaways Part One: Most Limits Were Self-Imposed

Expert Strategies

Play Episode Listen Later May 5, 2020 4:56


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.

Mortgage X Podcast
E41: Serving with a Purpose w/Sue Woodard

Mortgage X Podcast

Play Episode Listen Later May 5, 2020 51:29


On this episode Sue Woodard, Chief Customer Officer at Total Expert, joins Christine Beckwith & Jason Frazier to talk about her journey in the mortgage industry. Sue touches on the purpose behind her passion for helping people, taking chances, and the importance of sharing what you learn to help others.

Expert Strategies
2020 Lessons Learned & Key Takeaways Part One: Most Limits Were Self-Imposed

Expert Strategies

Play Episode Listen Later May 5, 2020 4:56


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.

Fintech Hunting
Fintech Hunting Episode #29 with the amazing Sue Woodard, Chief Customer Officer at Total Expert

Fintech Hunting

Play Episode Listen Later Apr 29, 2020 26:14


This is one powerful and dynamic episode you don't want to miss. Sue shares critical insights into the impact of COVID-19 on the mortgage industry, responding in uncertain times, the need to educate, inform and engage and three important tips at the end of the show that she gave her daughter. Don't miss these insights and so much more that Sue shared on this episode of Fintech Hunting. Sue Woodard brings nearly 30 years of financial services and mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer – where her focus is on helping customers achieve greater productivity and long-term success. Sue started her career at the ground level, became a top producer, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness.

Todd Duncan's High Trust TODAY Podcast
Sue Woodard: Seven Words That Can Change Your Life - Part 3

Todd Duncan's High Trust TODAY Podcast

Play Episode Listen Later Mar 4, 2020 7:20


In the conclusion of her speech at Sales Mastery 2018, Sue Woodard teaches us that we are in control of our mindset, that great customer service is the ultimate competitive advantage, and how we should always be intentional with our words. — Sign up for a complimentary High Trust Coaching consultation: http://hightrustcoaching.com/ Join the High Trust TODAY Facebook Group: https://www.facebook.com/groups/hightrusttoday/ Attend Todd Duncan Events: http://hightrust.com/about-us/live-events/ Sign up for Todd's Newsletter: http://toddduncan.com/subscribe --- Connect with Todd on Social Media Facebook - https://www.facebook.com/ToddDuncanOfficial/ Twitter - http://twitter.com/toddstweets Instagram - http://instagram.com/toddduncanofficial Linkedin - https://www.linkedin.com/in/toddduncanoffical

Todd Duncan's High Trust TODAY Podcast
Sue Woodard: Seven Words That Can Change Your Life - Part 2

Todd Duncan's High Trust TODAY Podcast

Play Episode Listen Later Feb 26, 2020 18:02


Listen, as Sue Woodard explains how to set goals, not blame yourself for situations out of your control, and how to be the best version of yourself while fueling the fire in others. — Sign up for a complimentary High Trust Coaching consultation: http://hightrustcoaching.com/ Join the High Trust TODAY Facebook Group: https://www.facebook.com/groups/hightrusttoday/ Attend Todd Duncan Events: http://hightrust.com/about-us/live-events/ Sign up for Todd's Newsletter: http://toddduncan.com/subscribe --- Connect with Todd on Social Media Facebook - https://www.facebook.com/ToddDuncanOfficial/ Twitter - http://twitter.com/toddstweets Instagram - http://instagram.com/toddduncanofficial Linkedin - https://www.linkedin.com/in/toddduncanoffical

Todd Duncan's High Trust TODAY Podcast
Sue Woodard: Seven Words That Can Change Your Life - Part 1

Todd Duncan's High Trust TODAY Podcast

Play Episode Listen Later Feb 18, 2020 22:15


Yes. No. Thank You. Help! Words are powerful! Listen, as Sue Woodard shares the first four of seven of the most important words that can empower you to take control of your life and your future entirely. — Sign up for a complimentary High Trust Coaching consultation: http://hightrustcoaching.com/ Join the High Trust TODAY Facebook Group: https://www.facebook.com/groups/hightrusttoday/ Attend Todd Duncan Events: http://hightrust.com/about-us/live-events/ Sign up for Todd's Newsletter: http://toddduncan.com/subscribe --- Connect with Todd on Social Media Facebook - https://www.facebook.com/ToddDuncanOfficial/ Twitter - http://twitter.com/toddstweets Instagram - http://instagram.com/toddduncanofficial Linkedin - https://www.linkedin.com/in/toddduncanoffical

Todd Duncan's High Trust TODAY Podcast
Sue Woodard: Enhancing the Customer Experience

Todd Duncan's High Trust TODAY Podcast

Play Episode Listen Later Feb 12, 2020 10:14


Listen, as Sue Woodard explains how to elevate the customer experience through technology by automating the loan process to give you the time to focus on creating a deeper relationship with your clients that will last a lifetime. — Sign up for a complimentary High Trust Coaching consultation: http://hightrustcoaching.com/ Join the High Trust TODAY Facebook Group: https://www.facebook.com/groups/hightrusttoday/ Attend Todd Duncan Events: http://hightrust.com/about-us/live-events/ Sign up for Todd's Newsletter: http://toddduncan.com/subscribe --- Connect with Todd on Social Media Facebook - https://www.facebook.com/ToddDuncanOfficial/ Twitter - http://twitter.com/toddstweets Instagram - http://instagram.com/toddduncanofficial Linkedin - https://www.linkedin.com/in/toddduncanoffical

Loan Officer Leadership Podcast
045: Business Planning: Geoff Zimpfer - 5 Tips to Make 2020 the Year of Breakthrough.

Loan Officer Leadership Podcast

Play Episode Listen Later Jan 1, 2020 39:11


In this episode, Steve Kyles interviews Geoff Zimpfer over the topic of business planning in 2020. Geoff Zimpher hosts the Mortgage Marketing Radio podcast, one of the top rated podcasts in the country. It has more than 12,000 monthly downloads. His podcast hosts industry thought leaders such as Todd Duncan, Tim Braheem, Sue Woodard, Dave Savage, Barry Habib, Bill Hart and so many more. The Mortgage Marketing Radio podcast recently crossed a huge milestone of 150th episode. Geoff is at Movement Mortgage as a national sales coach, really focusing to help people with the power of social media, digital marketing and personal branding. Join our facebook group, Loan officer Leadership Group and Make sure to SHARE and SUBSCRIBE to the weekly podcast.

Lykken on Lending
10-21-19 Understanding the Impact of Social Media with Ryan Hills & Dave Savage

Lykken on Lending

Play Episode Listen Later Oct 21, 2019 32:16


In this episode we've got 2 guests in our Hot Topic segment: Dave Savage of the Mortgage Coach and Ryan Hills of RESource.tv and Movement Mortgage! RE Source.tv Info: The guys at the RE Source produce weekly real estate & mortgage videos that are watched nationwide. Host Ryan Hills & Co-Host/Producer Ryan Christensen have been seen on the National Real Estate Post, The Lighter side of Real Estate, Think Big Work Small and various other media outlets. In addition to video, they continually mastermind with several industry leaders such as Mortgage Coach, The Knowledge Coop, Mortgage Marketing Animals, MBS Highway, Chrisman Report and Keller Williams International. They have also worked with several Industry Advocacy Groups such as Mortgage Bankers Association, National Association of Mortgage Women, WAMP, NAIHP and the NMBA to name a few. The guys at the RE Source have obtained a national audience with their mix of Educational, Motivational and Comedic shows! They continue to mastermind and produce content with the best of the best! Masterclass Series Interviews with Dave Savage, Sue Woodard, Garth Graham, Barry Habib, Ken Perry, Tim Davis, Kristin Messerli, Coach Bill Hart and many more! Learn more about the Masterclass Series. Subscribe to TheREsource.tv videos by visiting: www.TheREsource.tv Mortgage Coach is a SaaS company dedicated to helping mortgage professionals achieve higher levels of success by providing them with mobile apps to deliver better advice and tangible value to home buyers, lenders and Realtors. You can hear Dave Savage on the Lykken on Lending program back in March of 2018.   In this episode we've got 2 guests in our Hot Topic segment: Dave Savage of the Mortgage Coach and Ryan Hills of RESource.tv and Movement Mortgage! RE Source.tv Info: The guys at the RE Source produce weekly real estate & mortgage videos that are watched nationwide. Host Ryan Hills & Co-Host/Producer Ryan Christensen have been seen on the National Real Estate Post, The Lighter side of Real Estate, Think Big Work Small and various other media outlets. In addition to video, they continually mastermind with several industry leaders such as Mortgage Coach, The Knowledge Coop, Mortgage Marketing Animals, MBS Highway, Chrisman Report and Keller Williams International. They have also worked with several Industry Advocacy Groups such as Mortgage Bankers Association, National Association of Mortgage Women, WAMP, NAIHP and the NMBA to name a few. The guys at the RE Source have obtained a national audience with their mix of Educational, Motivational and Comedic shows! They continue to mastermind and produce content with the best of the best! Masterclass Series Interviews with Dave Savage, Sue Woodard, Garth Graham, Barry Habib, Ken Perry, Tim Davis, Kristin Messerli, Coach Bill Hart and many more! Learn more about the Masterclass Series. Subscribe to TheREsource.tv videos by visiting: www.TheREsource.tv Mortgage Coach is a SaaS company dedicated to helping mortgage professionals achieve higher levels of success by providing them with mobile apps to deliver better advice and tangible value to home buyers, lenders and Realtors. You can hear Dave Savage on the Lykken on Lending program back in March of 2018.  

Lykken on Lending
10-21-19 Understanding the Impact of Social Media with Ryan Hills & Dave Savage

Lykken on Lending

Play Episode Listen Later Oct 21, 2019 33:00


In this episode we’ve got 2 guests in our Hot Topic segment: Dave Savage of the Mortgage Coach and Ryan Hills of RESource.tv and Movement Mortgage! RE Source.tv Info: The guys at the RE Source produce weekly real estate & mortgage videos that are watched nationwide. Host Ryan Hills & Co-Host/Producer Ryan Christensen have been seen on the National Real Estate Post, The Lighter side of Real Estate, Think Big Work Small and various other media outlets. In addition to video, they continually mastermind with several industry leaders such as Mortgage Coach, The Knowledge Coop, Mortgage Marketing Animals, MBS Highway, Chrisman Report and Keller Williams International. They have also worked with several Industry Advocacy Groups such as Mortgage Bankers Association, National Association of Mortgage Women, WAMP, NAIHP and the NMBA to name a few. The guys at the RE Source have obtained a national audience with their mix of Educational, Motivational and Comedic shows! They continue to mastermind and produce content with the best of the best! Masterclass Series Interviews with Dave Savage, Sue Woodard, Garth Graham, Barry Habib, Ken Perry, Tim Davis, Kristin Messerli, Coach Bill Hart and many more! Learn more about the Masterclass Series. Subscribe to TheREsource.tv videos by visiting: www.TheREsource.tv Mortgage Coach is a SaaS company dedicated to helping mortgage professionals achieve higher levels of success by providing them with mobile apps to deliver better advice and tangible value to home buyers, lenders and Realtors. You can hear Dave Savage on the Lykken on Lending program back in March of 2018.  

Todd Duncan's High Trust TODAY Podcast
Sue Woodard at Sales Mastery 2018: 7 Words To Change Your Life

Todd Duncan's High Trust TODAY Podcast

Play Episode Listen Later Jul 17, 2019 63:13


Sue Woodard delivered a powerful keynote message at Sales Mastery 2018 on the 7 Words to Change Your Life. --- Sue Woodard brings over 25 years of mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer at Total Expert. Her focus is on helping lenders achieve greater productivity and long-term success. --- Get FIT! FAST! FORWARD! in your business and your life at Sales Mastery 2019! REGISTER TODAY: https://salesmasteryevent.com/ Learn how to 8X your business! Sign up for a complimentary High Trust Coaching consultation: http://hightrustcoaching.com/ Join Todd Duncan's Facebook Group: https://www.facebook.com/groups/hightrusttoday/ Attend Todd Duncan Events: http://hightrust.com/about-us/live-events/ Sign up for Todd's Newsletter: http://toddduncan.com/subscribe --- Connect with Todd on Social Media: Facebook - https://www.facebook.com/ToddDuncanOfficial/ Twitter - http://twitter.com/toddstweets Instagram - http://instagram.com/toddduncanofficial Linkedin - https://www.linkedin.com/in/toddduncanoffical

Lykken on Lending
7-8-19 Use Social Media to Build your Brand and Improve Sales

Lykken on Lending

Play Episode Listen Later Jul 8, 2019 27:23


Are you using your Social Media outlets effectively for serving your customers and building your brand? You might be a bit shocked to realize how important this is in the world we live in today! In our Hot Topic segment this week we've got Sue Woodard. Sue Woodard brings nearly 30 years of financial services and mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer – where her focus is on helping customers achieve greater productivity and long-term success. Sue started her career at the ground level, became a top producer, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness. Learn more about Total Expert... Read more about Sue Woodard... Are you using your Social Media outlets effectively for serving your customers and building your brand? You might be a bit shocked to realize how important this is in the world we live in today! In our Hot Topic segment this week we've got Sue Woodard. Sue Woodard brings nearly 30 years of financial services and mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer – where her focus is on helping customers achieve greater productivity and long-term success. Sue started her career at the ground level, became a top producer, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness. Learn more about Total Expert... Read more about Sue Woodard...

Lykken on Lending
7-8-19 Use Social Media to Build your Brand and Improve Sales

Lykken on Lending

Play Episode Listen Later Jul 8, 2019 28:00


Are you using your Social Media outlets effectively for serving your customers and building your brand? You might be a bit shocked to realize how important this is in the world we live in today! In our Hot Topic segment this week we've got Sue Woodard. Sue Woodard brings nearly 30 years of financial services and mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer – where her focus is on helping customers achieve greater productivity and long-term success. Sue started her career at the ground level, became a top producer, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness. Learn more about Total Expert... Read more about Sue Woodard...

Loan Officer Freedom
What are Loan Officers doing to be prepared for drastic changes in the industry?

Loan Officer Freedom

Play Episode Listen Later Nov 11, 2018 40:26


Times they are a-changing! On this edition of Loan Officer Freedom, the #1 Podcast for Loan Officers in the world, we are joined by my dear friend Sue Woodard, one of the leading experts in the mortgage community. In this episode, Sue will give us her tips on how to not only survive but thrive in this current purchase-driven market. Sue gives us her best tips on: ●       How to nurture your leads to form real relationships that convert into Closings ●       Building your Personal Brand ●       Getting more referrals from Realtors and people in your community ●       Adjusting your business to succeed in this purchase focused market ●       The importance of the HUMAN equation, enhanced by technology ●       Updating your business model to reflect the, now adult, millennial demographics' demands and needs ●       Organizing and managing your time ●       How to gain a customer for Life  About Our Guest:  Sue Woodard brings over 25 years of mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer. Her focus is on helping clients achieve greater productivity and long-term success. Total Expert is a first enterprise-grade marketing operating system for lenders, that puts the tools into originators hands to actually drive revenue with marketing at www.TotalExpert.com or reach out directly to Sue through her LinkedIn. If you have questions about this topic, set up a free strategy call with one of our coaches at LoanOfficerFreedom.com/StrategyCallRequest

Mortgage Marketing Expert
023 Sue Woodard

Mortgage Marketing Expert

Play Episode Listen Later Nov 9, 2018 28:08


Sue Woodard brings over 25 years of mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer at Total Expert. Her focus is on helping lenders achieve greater productivity and long-term success. Sue started her career as a processor, became a top originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive.   In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the Mortgage Professional America HOT 100 list, the Housing Wire Vanguard Award, and the National Mortgage Professional Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness.

Mortgage Marketing Radio
Ep #69: Embracing the Digital Mortgage Consumer

Mortgage Marketing Radio

Play Episode Listen Later Mar 8, 2018 47:52


On this week's show, and my very special guest is . I've known Sue for well over 10 years. Sue Woodard is now the Chief Customer Officer at and she's a Mortgage Industry Expert. Sue brings over 25 years of mortgage experience leadership to the industry. She has been helping Loan Officers for well over a decade breakthrough barriers and sharpen their skills. She's particularly talented in helping Loan Officers get connected to their real passion, and understand how to navigate in today's digital market. And so, in this episode, Sue and I are talking about is year being the tipping point, as she calls it. And that this year is gonna be a tough year. It's gonna be a challenging year but one that has opportunities as well, and that's simply because I think we're finally at that place of the convergence of technology  reaching critical mass in the mortgage space where there's a lot of talk about being displaced by technology and push button mortgage and all that stuff. Biggest takeaways you don’t want to miss:   >> Why 2018 is The Tipping Point >> How to Compete and Win in Today's Market >> Turning Breakdowns into Breakthroughs >> Steps to Get Started With Digital Marketing >> Learn More About