Experience the Power of Customer Intelligence

Now’s your chance to learn how Customer Intelligence gives you the insights needed to close more deals.

Schedule Your Demo

Our Customer Intelligence add-on enables you to cross-sell to your current customer base through powerful, real-time insights and alerts.

How it Works

Understand borrower intent with consumer insights and signals in the Total Expert Platform.

Contact Monitoring
Define who you’d like to monitor in your database.
Consumer Alerts
Get alerts for monitored contacts at no extra cost.
Monitoring Filters
Use segmentation controls to filter and update in real time.
Intelligent Automation
Power Journeys with pre-built content and workflows.

Customer Intelligence

Core 4 Alerts

Mortgage Credit Inquiry Alert

Know when a lender pulls credit for a mortgage on someone in your database.

Rate Alert

Identify when a borrower can benefit from a current rate.

Equity Alert

See when a borrower reaches a target combined loan-to-value ratio.

Listing Alerts

Get an alert when a borrower’s home is put on the market.

Rates are Rising. Inventory is Low. How will you retain customers?

Check out our most recent Customer Intelligence webinar where our Chief Product Officer Matt Tippets and Senior Director of Product Marketing discuss how to deliver the perfect customer journey, act on Core 4 Alerts, and drive higher conversions. 

Empower Yourself with Smarter Insights