True Stories: Hybrid, eNote and RON Implementation

Join expert panelists that will discuss the status of federal legislation, trends in digital adoption and how best to prepare your organization for the next generation of lending processes.

Spruce’s Patrick Burns on innovation in title technology

In the season finale of Housing News season 5, Spruce CEO discusses heightened investor interest in title tech, innovation and fintech adoption.

Top CFPB official “hates” QM rules, jeopardizing safe harbor

A top CFPB official in charge of the rule-making process has heavily criticized the agency's own qualifying mortgage rule, jeopardizing safe harbor.

Fraud risk factors at closing increased almost 90% last quarter

A variety of risk factors could be contributing to the drastic increase in wire and title fraud risk factors in mortgage and real estate closings – for example, compliance issues and an increase in transaction data errors.

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The Experience Experiment: Undercover Shoppers Spill All – Sponsored by Total Expert

Think you know how your customers feel when they work with you? Well, Total Expert gives the inside scoop on how customer interactions are actually happening, as their secret shoppers share their takeaways after they went undercover to complete mortgage inquiries.

While they won’t specifically call out any company, you’ll still get unique insight on what the shoppers think the lenders did well, what they could have done better…and where they blew it. Amid unrelenting economic uncertainty, effective targeting and messaging are more important to your customer experience than ever. Total Expert, Chief Customer Officer, Sue Woodard and two of their “Expert” secret shoppers (Bobbi Jo Dallas and John “Jet” Thompson) share their findings with you, and most importantly, show you how to use them to level up your own customer journey.

Panelists:

  • Sue Woodard, Chief Customer Officer, Total Expert
  • Bobbi Jo Dallas, Customer Engagement Manager, Total Expert
  • John Thompson, Senior Product Designer, Total Expert

 Watch the full session below. To go back to the full engage.marketing 2020 on demand summit, go here.

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