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Matt Adler

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Content provided by Total Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Total Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Joining Street Level Strategies is one of the top-producing loan officers at Lake Michigan Credit Union (LMCU), Matt Adler. Last year, he closed over 360 loans totaling approximately $140 million in loan volume, making him a top-100 producer in the country. Matt is a 20-plus-year industry veteran who has seen the industry’s highs and lows, including technology. He “lives in Total Expert” and it is “one of the biggest tools” to help him nurture relationships with agents. Whether sending knowledge bombs linking Twinkies and mortgages, automating contact information to centralize and manage his database, or implementing Customer Intelligence insights into his conversation, Matt constantly uses Total Expert to engage with agents and borrowers and maximize his pipeline opportunities. Check out Matt’s full conversation with our Customer Engagement Manager, Bobbi Jo Dallas.

  continue reading

28 episoade

Artwork
iconDistribuie
 
Manage episode 421222190 series 3518007
Content provided by Total Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Total Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Joining Street Level Strategies is one of the top-producing loan officers at Lake Michigan Credit Union (LMCU), Matt Adler. Last year, he closed over 360 loans totaling approximately $140 million in loan volume, making him a top-100 producer in the country. Matt is a 20-plus-year industry veteran who has seen the industry’s highs and lows, including technology. He “lives in Total Expert” and it is “one of the biggest tools” to help him nurture relationships with agents. Whether sending knowledge bombs linking Twinkies and mortgages, automating contact information to centralize and manage his database, or implementing Customer Intelligence insights into his conversation, Matt constantly uses Total Expert to engage with agents and borrowers and maximize his pipeline opportunities. Check out Matt’s full conversation with our Customer Engagement Manager, Bobbi Jo Dallas.

  continue reading

28 episoade

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