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Today’s guest is Joe Well, founder and CEO. Total expert. Since launching the business in 2012, Joe has led the business from start-up to industry leader and trusted by over 200 leading financial institutions. Total Expert is a five-time recipient of HousingWire’s Tech100 Award, and Joe is a multi-year recipient of his HousingWire Vanguard Award.
In today’s conversation, Joe discusses the early lenders and partnerships that helped shape Total Expert’s platform and success, as well as his strategic approach to building and evolving his leadership team. Joe shares his insights about AI not as a trend, but as a tool used to improve productivity and better customer engagement. He also discusses generational trends in homeownership and the opportunities lenders see to develop future homeowners.
A summary of the learning content is as follows.
- Delivering the perfect customer journey is the key to success in the mortgage industry
- Prioritizing excellence and making necessary changes to your leadership team is essential to growth
- Nurturing and educating potential homebuyers can lead to long-term success for lenders
- AI has the potential to revolutionize the mortgage technology ecosystem, but it must be used strategically and with an emphasis on results.
Related to this episode:
The Power House Podcast is about leadership, markets, and entrepreneurship in the housing industry. Every Thursday, Clayton Collins speaks with her CEOs and founders to uncover how the most influential executives are thinking about business growth, operational strategy, and leadership.
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