Onboarding

So you’ve followed through on steps one and two of your Choosing a Vendor checklist. 1. Demo Checklist: You’ve written down each and every promise you heard during the demo and created a checklist of what you expect when you buy the software.  2. Collect User Stories: You went straight to the vendor’s customers and […]

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Deep Listening

At the Lenders One Summer Conference, Sue Woodard, Chief Customer Officer of Total Expert, explains that you must refocus your time and energy from fighting the competition, to rather deeply listening to the wants and needs of your clients. Think of your customer relationship as a ‘dating’ relationship. Neglecting to invest time into listening and […]

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MarTech Industry Trends

Rising industry trends were a hot topic at this month’s Lenders One Summer Conference in Salt Lake City, Utah. Industry leaders Sue Woodard, Chief Customer Officer of Total Expert and Scott Harris, founder and CEO of SocialSurvey, discuss strategies that can help maximize your ROI potential. Customer for Life. More than ever, companies are recognizing […]

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Data at Rest

“What you have is data at rest. That’s what most of us have, just data at rest,” says Scott Harris, CEO and Founder of SocialSurvey, as he lays the foundation of the possibility of data in motion. Companies, through intelligent automation, have the power of turning data at rest into data in motion. With data […]

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3 Steps to Choosing a Vendor

Scott Harris, Founder and CEO of SocialSurvey, recently spoke this past month at the Lenders One Summer Conference. He contributed to the MarTech panel, providing strategies on how to choose and adopt new technologies for your company’s success. Choosing a vendor is a difficult decision. When it comes to technology, companies are often split between […]

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How to Set Up a Facebook Business Page in 3 Easy Steps

SocialSurvey how to Facebook Business Page

Step 1: Create a Page Go to https://www.facebook.com/business and click Create a Page in the top right hand corner. You’ll be directed to choose from several business type options. As a local area business person, choose Local Business or Place. After clicking Local Business or Place, a box will open asking for further details. Enter […]

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The Digital Future is Intimate

We saw the future at the recent Lenders One Winter Show in Scottsdale. Check out how we’re getting through it together. We recently attended the Lenders One Winter Show in Scottsdale Arizona, where members and providers came together to VISUALIZE our future in the Digital Mortgage Tech Revolution that’s in front of us. Check out […]

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