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.
Define who you’d like to monitor in your database.
Get alerts for monitored contacts at no extra cost.
Use segmentation controls to filter and update in real time.
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.
Know When Consumers Act
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.
Core 4 Alerts
Mortgage Credit Inquiry Alert
Know when a lender pulls credit for a mortgage on someone in your database.
Identify when a borrower can benefit from a current rate.
See when a borrower reaches a target combined loan-to-value ratio.
Get an alert when a borrower’s home is put on the market.
See how Total Expert can positively impact your business.
Leading Lenders Use Total Expert Customer Intelligence to Drive New Opportunities
Empower Loan Officers to Build Connections
Support Consumers in Their Unique Financial Journeys
Build Better Relationships
Drive Higher Conversions
Keep Customers Engaged
AMERICAN PACIFIC MORTGAGE
Vice President of Integration & Brand Technology