Finish the Year Strong: Keep Your Members Wealthy and Healthy
Tuesday, September 13, 1:00 pm. central time
Session Description
According to recent studies, the number of credit unions in the United States fell during the period from 2013 to 2021. The number dropped by almost 1,500 credit unions in 2019, when the total number of credit unions in the country amounted to 5,398. So how will you round out this year to be your strongest yet? We don’t want you to just survive. We want you to thrive in any market and finish the year strong by keeping your tactics member-focused. In this webinar you will learn strategies to keep your pipeline full and your members wealthy and healthy so they become customers for the long haul.
ACUMA’s Peter Benjamin will moderate this exciting session featuring Alex Kutsishin and Dave Savage of Sales Boomerang and Mortgage Coach talking with Canvas Credit Union’s Andrew Martin about how technology helps him stay in tune with what his customers need.
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Speakers
Alex Kutsishin
Chief Visionary Officer
Sales Boomerang + Mortgage Coach
A serial entrepreneur, Alex Kutsishin has been named as one of the “40 under 40” professionals writing the future of the mortgage industry by NMP Magazine, as well as a HousingWire Tech Trendsetter and Vanguard. Under his leadership, Sales Boomerang won as Top Tech firm in 2019 and Top 100 Tech Firms 2020 for revolutionizing the lending industry by Banking CIO Magazine, two HousingWire Tech100 awards and debuted in the top 3% on the 2021 Inc 500 list.
Dave Savage
Chief Innovation Officer
Mortgage Coach + Sales Boomerang
Dave Savage is an innovator and change agent known for how he turns mortgage advice into a WOW experience for consumers and a competitive advantage for lenders and loan officers. Dave leads the industry in providing innovative sales training content and tools leveraging YouTube, Facebook and LinkedIn. He has recorded over 1,000 interviews with top mortgage professionals, authors and industry leaders, making the Mortgage Coach YouTube channel the number-one training academy for loan officers. Through his lifelong passion as an entrepreneur, Dave also achieved this goal with SmartReply, a company he co-founded in 2000, which was one of the first three US companies to ever win a Mobile Marketing Award in 2005.
Andrew Martin
Mortgage Sales Director
Canvas Credit Union
Andrew Martin is the Mortgage Sales Director at Canvas Credit Union. He’s an experienced Mortgage Loan Officer with a demonstrated history of working in the Banking/CU industry. Andrew is skilled in Budgeting, Risk Management, Customer Service, Loans, and Sales. A strong finance professional with a Master of Business Administration (MBA) from University of Sioux Falls, he’s been at Canvas for six years and loves helping others grow and develop in their roles while providing members the ability to pursue an opportunity of homeownership!
Peter J. Benjamin, CMB
President
ACUMA
Peter Benjamin, CMB, is President of the American Credit Union Mortgage Association (ACUMA). Prior to joining the trade association in March 2022, Benjamin served as senior vice president of mortgage lending at $1.4 billion Lafayette Federal Credit Union in Rockville, Maryland, where he was responsible for all aspects of the mortgage and home equity lending process.
About Sales Boomerang and Mortgage Coach:
Hundreds of leading lenders rely on award-winning technologies from Sales Boomerang and Mortgage Coach to build lasting borrower relationships that maximize lifetime customer value. Sales Boomerang’s intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. Mortgage Coach’s side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions. When combined, these tools become even more powerful, delivering 29% higher conversion, 11% higher long-term borrower retention and 35% higher LO profitability.
