Customer Intelligence

Don't Leave Deals on the Table

Marry borrower intent with intelligent automation to create deal flow and put more opportunities in the hands of loan officers.


Drive more deals in any market

Surface customer intent to understand their needs and provide the products and services that support their goals.

Contact Monitoring

Define who you’d like to monitor in your database.

Compliance workflow icon

Get alerts for monitored contacts at no extra cost.

Monitoring Filters

Use segmentation controls to filter and update in real time.

Intelligent Automation

Alert your loan officers and automate customer journeys with pre-built content.

Data doesn't lie


Additional loan volume

A lender uncovered $10M in additional funded loans in less than three months.


Additional loan opportunities

A regional bank identified 4,000 additional loan opportunities in six months.


Additional applications

A midsize lender generated 140 applications and $9.5M in additional loans in six months.

ROI Calculator

See how many loans are hiding in your database

Customer Intelligence monitors every contact in your database to identify specific mortgage-related behaviors and sends you notifications when an opportunity presents itself. Our ROI calculator will estimate the potential loan volume and revenue Customer Intelligence could help you drive.

Total Expert, Inc. – ROI Calculator Disclaimer

This calculator is designed to be informational only and does not constitute investment advice. This calculator is provided as a rough approximation of potential future return on investment (“ROI”) based on the internal data and experience of Total Expert, Inc. The results presented by this calculator are hypothetical and may not reflect any actual ROI. Total Expert, Inc. and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this calculator.

Please note: If the percentage entered in “Mortgage Penetration to Retail Base” is higher than the percentage resulting from dividing the “Mortgage Base” by the “Retail Base”, the calculator will return an error message. Please update the “Mortgage Penetration to Retail Base” to correct this error.


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.

Wistia video thumbnail

Mortgage database monitoring for lenders and loan officers.

Your database is filled with mortgage opportunities. Learn how Customer Intelligence can help you uncover them and keep borrowers engaged until they’re ready to take the next step.

Wistia video thumbnail

Retail base insights for banks and credit unions.

Identify account holders who are preparing to make a mortgage-related decision and engage them with communications and resources to guide them along their journey and become their trusted financial partner.

Wistia video thumbnail


Intelligent automation enables cross-sell initiatives

“Our loan officers are head over heels with Total Expert’s Customer Intelligence.”

Ken Stump

Marketing Database Specialist, Dart Bank


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.

TotalExpert dashboard


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.

“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.”

Jelaire Grillo, Brand Ambassador at Prosperity Home Mortgage, LLC.


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.

Dedicated support

Get the help you need from our support and customer success teams.

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.