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.

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Contact Monitoring

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

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Consumer Alerts

Get alerts for monitored contacts at no extra cost.

Monitoring Filters

Use segmentation controls to filter and update in real time.

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Intelligent Automation

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

Jelaire Grillo

“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. 

TotalExpert dashboard

Activity Alerts

Know When Consumers Act

Quit crunching data to identify and predict consumer trends – use data to know whether a consumer is ready for a mortgage or refinance. Get a true 360-degree view of consumers with insight into intent and key signals, ensuring you’re delivering the right message every time.

A single platform

Omnichannel Communication From One Source

Tap into the full potential of your data through intelligent automation. Use the Core 4 Alerts to enroll consumers in pre-built Journeys with emails, SMS, and phone scripts built in – meaning you can get to market faster and leverage the expertise of our financial experts to deploy engagement paths proven to convert.

Customer Intelligence

Core 4 Alerts

Mortgage Credit Inquiry Alert

Know when a lender pulls credit for a mortgage on someone in your database.

Rate Alert

Identify when a borrower can benefit from a current rate.

Equity Alert

See when a borrower reaches a target combined loan-to-value ratio.

Listing Alerts

Get an alert when a borrower’s home is put on the market.

See how Total Expert can positively impact your business. Try our online ROI calculator or schedule a demo today.

Customer Success

Leading Lenders Use Total Expert Customer Intelligence to Drive New Opportunities

Cross Country Mortgage
Prosperity Home Mortgage


Empower Loan Officers to Build Connections

Focus engagement with the consumers that need support now, giving loan officers tools like Focused View and Daily Digest to know the best way to connect with consumers once alerts are triggered on their profiles.

Support Consumers in Their Unique Financial Journeys

Build Better Relationships

Data-driven relationships with new consumers means that you hit the mark with your messaging – every time. Leverage Customer Intelligence to get the insight you need to build connections at first touch.

Drive Higher Conversions

Consumers have unique financial journeys, and it’s important to serve them each step of the way. Use Customer Intelligence to know when to engage – and how to connect with the messages that resonates.

Keep Customers Engaged

A customer-first approach requires an understanding of how to best support customers for what’s next in their financial journeys. Thanks to Customer Intelligence, you have access to the insights you need to stay connected.
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“Getting that level of insight into their [customer] actions while being able to quickly respond through automation in the Total Expert Platform was crucial to our success.”

Michael Guidotti
Vice President of Integration & Brand Technology

Start turning insights into action with Customer Intelligence today