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Mortgage lenders often prioritize short-term wins at the expense of long-term growth. This reactive mindset creates siloed teams, inconsistent customer experiences, and underused technology. Shifting to an enterprise-level strategy that unifies data and aligns sales, marketing, and operations can help lenders deliver seamless, personalized experiences.
What does AI really mean for mortgage professionals? In this in-depth discussion, Joe Welu, CEO of Total Expert, breaks down the difference between true AI and automation hype to show how AI is optimizing customer engagement, streamlining operations, and driving efficiency in the lending industry.
In a competitive and ever-evolving housing market, finding and engaging quality leads can feel like a time-consuming process. But the risks lenders and loan officers face by not properly vetting leads or tailoring their marketing and engagement are far greater than any rewards. Learn how to avoid these pitfalls and level up your marketing and compliance in 2025 >
Cost of living, caregiving needs, cultural shifts, and life transitions are just a few of the reason why the multigenerational home is making a resurgence in the U.S. Learn how lenders can play a role in this new housing landscape.
With a little help from the Total Expert platform, 2024 was another year of “challenges presented, challenges overcome” for lenders across the country. Here’s a fraction of what we did in the last 365 days!
Mortgage rates ended higher than expected in 2024, leaving many in the lending industry uncertain about the future. To thrive in 2025, lenders and loan officers must focus on nurturing relationships and educating customers about their options amidst the uncertainty.
In a competitive and ever-evolving housing market, finding and engaging quality leads can feel like a time-consuming process. But the risks lenders and loan officers face by not properly vetting leads or tailoring their marketing and engagement are far greater than any rewards. Learn how to avoid these pitfalls and level up your marketing and compliance in 2025 >
As the Fed rate cuts arrive, hopeful homebuyers wonder why mortgage rates haven’t dropped as expected. This uncertainty offers mortgage lenders a chance to engage with potential buyers, educating them about the housing market’s dynamics. By clarifying how the Fed rate impacts mortgage rates, lenders can build trust and lasting relationships. Understanding these factors can empower homebuyers and position you as their go-to expert for mortgage decisions.
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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. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
