What’s in it to partner with Salesforce? That’s the question we will discuss today. Joining Joe Welu in this episode is the Vice President of Partner Ecosystem at Total Expert, Patrick Hanley. Bringing with them from the Dreamforce Conference are some of their key takeaways from Salesforce’s largest event. Patrick shares the trend of AI and how Salesforce continues to invest in them. Joe shares the importance of the trust layer in the data. Let’s join Patrick and Joe in today’s conversation to find value in partnering with Salesforce ..read more

Unique challenges and technological transformations are reshaping the insurance industry as we know it. How should agencies position themselves to benefit from these changes? Join host Joe Welu as he engages in a dynamic discussion with industry experts Chris Cline and Ilya Filipov. The conversation focuses on the lack of proactive communication from agents and the delicate balance between over-communicating and avoiding notice of rising costs. It emphasizes the importance of education, engagement, and offering advice to customers, along with leveraging technology to provide valuable insights ..read more

There are a lot of changes in the housing industry right now, and with all the layoffs and right-sizing going on, it’s easy to feel like the industry is going through a downturn. But reframe that and think about it as an evolutionary process. In this episode, Joe Welu and industry leader Clayton Collins discuss how the current adjustments are pushing mediocre players out and concentrating the market share to the top players, and how this will ultimately result in better service for the end customer. This is a sensitive topic to talk about as a lot of us know someone who has been affe ..read more

The journey to the top is not all about peaches and rainbows. After all, to reach the top, you have to start from the bottom and go through steep inclines. This metaphor perfectly illustrates what Shant Banosian had to go through. Before he became a top loan originator, Shant started somewhere and went through experiences that may not be the most pleasant life has to offer. How did he rise above that and reach the pinnacle of success? He bares it all in this conversation with Joe Welu on ExpertInsights. Join in and learn how you can go a long way as long as you learn how to take the right risk ..read more

There are a lot of changes in the housing industry right now, and with all the layoffs and right-sizing going on, it’s easy to feel like the industry is going through a downturn. But reframe that and think about it as an evolutionary process. In this episode, Joe Welu and industry leader Clayton Collins discuss how the current adjustments are pushing mediocre players out and concentrating the market share to the top players, and how this will ultimately result in better service for the end customer. This is a sensitive topic to talk about as a lot of us know someone who has been affected by th ..read more

Headlines were flooded with the news of the Silicon Valley Bank (SVB) collapse, leaving consumers with questions and uncertainty. Banks and lenders, on the other hand, are trying to restore consumer confidence and make the next best move. Total Expert’s James White and Dan Catinella join host Joe Welu in this episode to make sense of the news, break it down in simple terms, and outline the opportunities. James and Dan offer tactical advice for banks and lenders on how they can lead with education and advice when engaging with their customers. As the saying goes, “Never waste a crisis, but rath ..read more

Today's market demands a deeper understanding of consumer attitudes and mindsets, which often differ from what we see in the media. It's time to ditch the outdated tactics and embrace a more personalized and authentic approach. In this episode, Shashank Shekhar, the CEO of InstaMortgage and host of the Shashank Redemption podcast, discusses how to navigate the industry. He delves into the current state of the market, exploring consumer attitudes and mindsets that differ from what we see in the media. Shashank also reveals his company's approach to educating both originators and consumers on na ..read more

Consider this episode your one-stop shop for top strategies and tactical methods to help your organization drive deal flow and become a growth engine. In this special three-part feature episode, Total Expert's Chief Lending Officer Dan Catinella joins Joe Welu and discusses how to create growth opportunities. Discover how to (1) protect your pipeline and improve conversions, (2) become a customer-for-life company, and (3) elevate the quality of your communications. With the purchase market showing no signs of slowing down, implementing these best practices will enable your organization to thri ..read more

The industry has shifted where we now have to rely on tech and innovation to create opportunities and ride the changing tides. However, the drawback is it keeps our heads in the sand. What we need is to raise the standard. In this episode, Katherine Campbell, Chief Digital Officer for Assurance Financial, sits down with Joe Welu to discuss how we can do that and be pioneers. She talks about building a tech stack to help us stand out from the pack. Addressing the challenges that may come our way, Katherine also gives her insights on getting buy-in from your teams, overcoming resistance, and pit ..read more

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 ..read more