Customer Intelligence
Save Deals from Slipping Through the Cracks
Marry borrower intent with intelligent automation to create deal flow and put more opportunities in the hands of loan officers.
HOW IT WORKS
Turn data into funded loans
Surface customer intent to understand their needs and provide the products and services that support their goals.
Alert your loan officers and automate customer journeys with pre-built content.
“We’ve been able to leverage the platform to create business for our loan officers that may have otherwise been missed. This solution allows us to gain insights on borrowers in a way that we would never be able to achieve organically. Not only does it help us determine that our customers may have a mortgage need, but it seamlessly sets them on a journey, putting our loan officers front of mind,” said Jelaire Grillo, brand ambassador at Prosperity Home Mortgage, LLC. “In the last two weeks alone, Customer Intelligence uncovered 1,200 opportunities we may have never known about and resurfaced customers that many of our loan officers haven’t had contact with in years. We have definitely found the formula to deliver value to our loan officers and empower them to grow their business.”
Jelaire Grillo, Brand Ambassador at Prosperity Home Mortgage, Llc.
See Customer Intelligence in Action
Gain a better understanding of your customers’ needs, uncover more opportunities, and deliver truly personalized messaging at every stage of their financial journey with tools that monitor behavior across your entire tech stack.
ACTIVITY ALERTS
Act on insights, not instincts
Stop digging through your database to identify and predict consumer trends. Customer intelligence adds insights to your data to identify when a borrower is ready for a mortgage or refinance. Get a true 360-degree view of each contact so you can deliver timely, relevant messaging when it matters most.
A SEAMLESS EXPERIENCE
Build an omnichannel communication hub
Tap into the full potential of your data through intelligent automation. Use activity alerts to enroll consumers in pre-built Journeys that combine emails, SMS, and phone scripts to get your message to market faster and leverage engagement paths that are proven to convert.
See how Total Expert can help you drive better business outcomes.
Try our online ROI calculators or schedule a demo today.
MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Professional services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
CUSTOMER SUCCESS
Intelligent automation enables cross-sell initiatives
“Total Expert is helping us achieve success by easily targeting the right audiences.”
Catherine Moore
Vice President, Marketing Manager, United Community Bank
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
