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.

Logan Mohtashami talks jobs report, mortgage forbearance

Lead Analyst Logan Mohtashami discusses his recent article on the latest jobs report and the most likely impact on the housing market and mortgage forbearance.

UWM has a plan to win a war of mortgage attrition

UWM's margins will fall all the way down to 75 to 110 bps. Mat Ishbia says it's the perfect environment to prove that his mortgage firm is truly elite.

Lunch & Learn about underserved markets and affordable housing

Experts in this discussion will focus on how the mortgage industry is working to right previous wrongs and champion a housing market that serves all.

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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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