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Training and Events; TPO, Processing, Tax Products

This isn’t a commentary. It’s a “next level experience!” How are we in the week ending the first quarter already? Here’s some news that will be greeted with glee by every independent mortgage banker in the nation, whether they do business in California or not. The California MBA and national MBA, and constituents across the state, have defeated the CRA requirement for non-depository institutions in that CA. Given that 20-25 percent of residential production com...
United States San Antonio David Schroeder Matt Tippets Rob Chrisman Susan Milazzo

'Customer Intelligence' from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity

Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial services Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today launched โ€˜Customer Intelligence.โ€™ This is the first fintech platform to bring customer insights directly into
United States Ron Wivagg Las Vegas Joe Welu Prosperity Home Mortgage Customer Intelligence

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