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Podcast: Lykken on Lending
Episode: The Next Evolution of Total Expert "2.0" with Dan Catinella of Total Expert
Description: In this episode, we sit down with Dan Catanella to unpack what the next evolution of Total Expert—“2.0”—really means for lenders and loan originators heading into 2026. This isn’t just an upgrade to a traditional CRM; it’s the transformation from a static database into a true Customer Operating System powered by real-time data intelligence and agentic AI. We explore how tools like CustomerIQ and AI Sales Assistant are enabling hyper-personalized, compliant outreach at scale—turning stale contact lists into living, breathing opportunities and automating the follow-up most originators never have time to do. If you want to understand how...