Todd Barrett

Street Level Strategies: In the Trenches with Top Producers

Todd Barrett is genuinely a power user of Total Expert! After moving to Canvas Credit Union more than a year ago, Todd advocated for adopting the system after using it for more than four years at his previous company. As a Senior Mortgage Loan Originator in Denver, Colorado, he refers to it as the "backbone" of his business—logging in every morning to help organize his day and the roadmap for his work week. The automation algorithms and group organization in Total Expert have helped him reallocate his time from moving people from one list to another to reaching out and connecting with customers. Watch Todd's entire conversation with Total Expert's Customer Engagement Manager, Bobbi Jo Dallas.