Goodbye 45% Lead Lost Rate

Experiences that create trust are becoming consumers’ top reason for choosing a lender.
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Time to 2X Consumer-Direct Originations

At a time when mortgage shoppers are increasingly purchasers, consumers also are twice as likely to search online for financing. Consumer-direct lenders need a CRM and Lead Routing platform that can adapt their customer experience quickly to serve purchasers and refinancers.

Schedule a Demo with Total Expert

A Platform Made to Adapt to Consumer Needs and Market Opportunities

Total Expert – Feature by Feature


Key Differentiators: Lenders Report Results

Leads Convert

50% growth in conversions.

Retention Rises

Loan retention rates climb to more than 60%, from 18% industry standard.

Start in Sync

Productivity increased more than 20% from improved efficiency across sales, marketing, and compliance.

Revenue Results

Increases of near 20% in loan production per loan originators in year one; near 40% by year three.