[Greatest Hits] Leading AI and Support Automation Initiatives in the Mortgage Space with John Heck, Sr. Advisor Lending Solutions at Capacity

In this episode of The Support Automation Show, a podcast by Capacity, we are joined by Lee Cockerell, Chief Learning Officer at the Cockerell Academy and Founder of Lee Cockerell Creating Leadership Magic. We discuss the role of leadership in creating world-class customer service.

In this episode of The Support Automation Show, a podcast by Capacity, Brent Sanders, Co-Founder of Verne and CEO of Formulated Automation, joins us to discuss some of the best automation practices, how bringing software automation unlocks value at organizations, and the advantages of cross-product integration.

In this episode of The Support Automation Show, we are joined by Shashank Shekhar, Founder and CEO of InstaMortgage, one of the fastest-growing mortgage companies in America and the fastest-growing private company in Silicon Valley. In September 2020, Shashank led his team to create Rachel, the world’s first digital human in the mortgage industry. Today, Shashank reveals the secret behind the company's success and the implication of automation and technology in the process.

Jason Viglione, former Director of Customer Support Experience at H1, joins the next episode of The Support Automation Show. Jason is a dynamic, senior thought leader professional with over twenty years of superior performance in the technology solutions space. And today, he shares his knowledge of support automation in the healthcare industry.

Scott Roller, Co-Founder of Vendor Surf and Founder of 3W Partners joins us in this episode of The Support Automation Show. We discuss the role support automation plays in the mortgage and credit union ecosystems and why with the end of the ReFi Boom, there's been a major shift in focus to digital transformation efforts.

In this special episode of The Support Automation Show, a podcast by Capacity, we are joined by John Heck, Sr. Advisor Lending Solutions at Capacity, to talk about the trends and forward-looking aspects of support automation in the housing and mortgage space. John is a highly motivated professional with passionate leadership and relationship management skills forged by a thirty-plus-year executive track record in growth and business transformation.

In this episode of The Support Automation Show, a podcast by Capacity, we are joined by Dan Steinman, Chief Evangelist at Gainsight. We discuss the difference between support and customer success and how businesses should apply automation to both.

In this episode of The Support Automation Podcast, Donna Weber, The Customer Onboarding Expert at Donna Weber Springboard Solutions and Principal of KickStart Alliance, joins Justin Schmidt to discuss the role of support automation in customer onboarding and the benefits of taking a low/digital touch approach.

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Jennifer Chiang, Head of Customer Success at Seso and Author of The Startup’s Guide to Customer Success. They discuss how startups can adopt automation to engage with customers positively and gain a competitive advantage.

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Robin Clayton, Director of Digital Lending and Marketing at Paramount Residential Mortgage Group. With a strong background in financial services, real estate, and corporate operations, Robin brings creative and innovative solutions to the organization’s toughest challenges. One of her key focuses is automation, and today Robin shares her approach to automating support and onboarding at PRMG.