How NFM Lending Enhanced Customer Engagement with Total Expert
June 6, 2025
Within just six months of using Total Expert, NFM Lending has already seen significant impact on their business.
Within just six months of using Total Expert, NFM Lending has already seen significant impact on their business.
In only six months a leading lender saw incredible outcomes from their first
Credit Improvement Journey.
Steve Kik, Mortgage Loan Originator at Lake Michigan Credit Union, shares how Total Expert helps him reconnect with clients.
With Total Expert, Wintrust Mortgage was able to consolidate their data and empower their loan originators to spend less time on administrative tasks and more time building customer relationships.
With Integrated Design Studio, marketing teams can create compliant sales and marketing collateral while allowing for lender personalization.
FirstBank selected Total Expert as its all-in-one CRM and marketing automation platform to help provide an elevated, seamless experience for both customers and internal teams.
By capturing customer feedback during the loan and automating our review request process, we’ve seen a significant boost in our overall review ratings and NPS.
By improving efficiency and enhancing
their marketing efforts, the platform enables TFCU
to better serve its members and focus on its mission
of community support.
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.