Assurance Financial Partners with Total Expert to Elevate Mortgage Lending Experience

Marketing and sales solution equips loan officers with enterprise-grade technology to exceed consumer expectations

Assurance Financial, a full-service residential mortgage banker licensed in 25 states, has selected the Total Expert Marketing Operating SystemTM (MOS) as its marketing and sales solution. The rapidly growing lender based out of Louisiana will implement Total Expert’s platform to collect and manage consumer data while deploying multi-channel marketing based on intelligence-driven automation.

“The Total Expert MOS will fuel our loan officers to provide best-in-class service to our customers throughout the entire customer journey,” said Kenny Hodges, Chief Executive Officer at Assurance Financial. “Their unmatched content will empower our loan officers to deploy personalized marketing assets from lead to loan – and beyond – to build stronger customer and partner relationships. Consumers and Realtors expect a digital experience and leveraging the Total Expert MOS will enable our team at Assurance to provide that and more.”

The Total Expert MOS’s open API will empower Assurance Financial to offer a digital experience to their salespeople with best-of-breed integrations to multiple applications, including lead capture services, point of sale and loan origination applications – making Total Expert the hub of their marketing and sales efforts. Leveraging consumer data is key, and Assurance Financial will be better positioned to serve their customers by harnessing their data – and using it to deliver the right message to the right person at the right time.

“We understand the pain points producers encounter on a daily basis and the challenges they face to stay front and center with their customers, prospects and partners in an increasingly more competitive market,” said Sue Woodard, Chief Customer Officer at Total Expert. “We are thrilled to partner with Assurance Financial and empower their team with the right tools to deliver exceptional customer service and cultivate customers for life.”

About Assurance Financial

Assurance Financial is an independent, full service Baton Rouge, Louisiana-based residential mortgage banker founded in 2001. Assurance is Fannie Mae/Freddie Mac seller/servicer approved as well as a Ginnie Mae issuer. The company is currently licensed in 25 states and has 24 locations and 121 MLOs located in 19 attractive, growing U.S. markets. Assurance is continuing to grow by adding branch licenses throughout the country.

About Total Expert, Inc.

Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era.

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