Enhancing Education and Engagement for Medicare Insurance Agents
Medicare agents and agencies have gone through drastic changes over the last 20 years, making adapting and growing with the times challenging for all involved. With a constantly growing customer base, education and personal communication has become a greater necessity to maintain and grow in an exp…
Activating Data the Right Way for a Targeted Purpose
The technology buzzwords for the last few years have been AI analytics, data analytics, and automation, but businesses are still unsure how to leverage those advancements in their systems. Leveraging data and connecting systems correctly requires companies to consider what they are trying to accomp…
Incubating AI Specifically Designed for the Mortgage Industry
The technology conversation of GenAI has moved so fast since OpenAI and Chat GPT burst into the public eye. But are businesses just buying into the hype of AI, and does it really benefit their goals and needs? For Shashank Shekhar, Founder and CEO at InstaMortgage, he is taking AI's capabilities an…
Respecting Transactions by Humanizing the Homebuying Journey
At the core of Prosperity Home Mortgage, they are hyper-focused on communication, which includes everyone in the homebuying process. That includes the real estate agent, the lender, and the borrower. For President and CEO Justin Messer, that means thinking beyond the transaction and evaluating ever…
Why You’re Losing Repeat Business—and How to Fix It Fast
Want to Host Realtor Classes That Fill Seats & Build Your Business—Without Doing It All Yourself?
If you’re a mortgage professional looking to attract more Realtor partners, grow your pipeline, and establish yourself as a trusted expert, myAgent Classes is your shortcut to success.
See if myAgent C…
8.15.25 Catchy Slogans; Total Expert's Joe Welu on Agentic Assistants; Retail Sales Data
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a se…
Supercharging Mortgage Lending with AI – Total Expert AI Sales Assistant With Joe Welu of Total Expert
The mortgage industry is undergoing one of the biggest technological shifts in history, and AI is at the center of it. In this week’s episode of Lykken on Lending, David Lykken sits down with Joe Welu, Founder & CEO of Total Expert, to discuss how their new AI Sales Assistant is transforming the wa…
How to Scale a SaaS Product
In this episode of Startup Hustle, Matt DeCoursey and Joe Welu, Founder and CEO of Total Expert talk about how to scale a SaaS Product.
Find Startup Hustle Everywhere:
https://gigb.co/l/YEh5
This episode is sponsored by Full Scale:
https://fullscale.io/
Learn more about Total Expert:
…
Total Expert CEO Joe Welu on building an always-on AI context engine
On today’s sponsored episode, Editor in Chief Sarah Wheeler talks with Joe Welu, CEO and Founder of Total Expert, about how the company is deploying AI to help lenders interact with borrowers at a very personal level that wouldn’t have been possible even a year ago.
Related to this episode:
T…
One On One with Greg Sher & Joe Welu
Is the traditional CRM on its way out?
Greg Sher sits down One On One with Joe Welu, Founder & CEO of Total Expert, to talk about the shift from traditional CRM to agentic AI, and what it could mean for the future of mortgage.
Joe breaks down why he believes AI is still dramatically underrated, how…
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