“When you work with companies like Total Expert that are in the same industry as you, they understand your challenges, they understand your pain points, and they celebrate wins with you that other folks outside the industry really don’t understand. When you have that relatability — and a trusted partner — it really can go a long way.”
Jessica Swink, Vice President of Digital and Brand Engagement
Only a Single CRM Purpose-Built for Financial Services Would Do
As a trusted lender for the East Coast Region of the U.S. since 1996, Atlantic Bay Mortgage Group remains steadfastly committed to its relationships, culture, community, and credibility. That’s why, when mortgage bankers began spending too much time manually sending emails to clients, leaders knew it was time to upgrade from their existing customer relationship management (CRM) system.
What they needed was single piece of technology that could give mortgage bankers intuitive, automated email marketing and digital marketing tools. But it also had to let those same bankers easily order and ship printed marketing materials on-demand. And it had to be best-in-class — technology fine-tuned to the specific business and compliance requirements of the financial services industry.
Atlantic Bay’s leaders selected Total Expert to replace their CRM after evaluating several different CRMs.
Atlantic Bay Mortgage Group Achieved
- 86% open rate on all Journey emails
- One system for all online/offline needs
- More meaningful, compliant communications
The Total Expert Difference
Total Expert’s built-in automation lets Atlantic Bay’s mortgage bankers spend their time delivering more valuable, more meaningful experiences to clients instead of merely sending manual, labor-intensive emails that may or may not be compliant. For example:
- Mortgage bankers can set up automated email campaigns and “Journeys” — as well as order all their print collateral — within a single system.
- Mortgage bankers can easily update borrowers as their loans advance through the loan process because Total Expert integrates with data from Atlantic Bay’s loan origination system.
- Mortgage bankers can be confident their client communications maintain compliance.
But what makes marketing leaders most proud is the 86% email open rate their Total Expert-powered Journey emails achieve. Beyond simply confirming the marketing emails they now send are timely and relevant, the exceptionally high open rate also indicates readers find the emails engaging and interesting.