Momentum Loans Increased Loan Officer Productivity to Grow Its Business by 20% Over 12 Months

Momentum transformed communication initiatives with Total Expert’s single platform to manage all sales and marketing activities

When Momentum Loans, a Utah-based mortgage lender, sought to help its loan officers connect with customers and build its brand amid rapid growth, the company quickly realized it needed a single solution to manage all sales and marketing activities.

The lender turned to Total Expert, the CRM and customer engagement platform purpose-built for the financial services industry, to modernize its communication strategy.

The platform empowers nearly 50 Momentum Loans loan officers with productivity tools to help them manage their pipelines, keep track of tasks, and prioritize follow-ups. By allowing loan officers to manage customers throughout their lending journeys, Momentum Loans married technology with human touch to drive a better lending experience.

“The Total Experience Platform enabled us to focus on quality versus quantity in our communications,” said James Cahoon, director of marketing and business development at Momentum Loans. “We have an internal, multi-disciplinary group focused on developing content to meet customers where they are in their financial journeys, and with Total Expert, we can easily create and distribute this communication on a regular basis.”

By personalizing communication to customers’ unique financial situations, Momentum Loans was able to generate more than $20 million in loan fundings from one email in one month. The lender drove new business and managed its large database with Total Expert’s Journey Creator, an always-on nurture tool powered by intelligent automation. 

“By delivering the right message at the right time, loan officers can establish meaningful relationships with their customers and prove themselves as financial partners for future lending needs,” said Sue Woodard, chief customer officer at Total Expert. “Creating a tech-enabled experience from lead to conversion to lifelong customer empowers loan officers to supercharge their communications efforts and focus their attention solely on high-priority tasks.”

In addition to streamlining customer communications, Momentum Loans loan officers use Total Expert to grow relationships with real estate agents and other key partners. In one system, they can effortlessly create and distribute co-marketing resources to accelerate critical partnerships.

“The ability to leverage Total Expert to manage our entire database with minimal effort is huge,” said Cahoon. “Total Expert is a multiplier of effort–it takes the work we do, multiplies it, and as a result, converts a much higher percentage of our database than what we could do alone.”

For more information about Total Expert, visit

Momentum Loans is a Utah-based mortgage lender focused on bringing technology and people together to transform the lending experience for its customers. With nearly 50 loan officers, the company focuses on conventional lending for individual borrowers, as well as those working with Ivory Homes, Utah’s top homebuilder. For more information, visit

Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms. For more information visit