Customer Success

“You can change the path of a Journey based on the customer’s small characteristics, which allows us to

“The first — but not last — ‘wow’ moment I had about Total Expert was when I learned

“When you work with companies like Total Expert that are in the same industry as you, they understand

“Before Total Expert, we didn’t have a data-driven way to guide consumers through a journey that armed them

“We needed a platform built for the mortgage industry — one that caters to everything we work with

“Even top-producing loan officers who subscribe to Total Expert’s automation but don’t actually log in to the platform

“That’s one of our initiatives on our executive game plan for this year is to focus on the

“The one question continued to come up from our loan officers, ‘Do you have Total Expert?’” Michael Kuentz,

“We’ve been able to cultivate prospects – stay in front of them through a series of automations and

“…They can go out to their partners and really gain interest and start the conversation to pitch all

“Customers will receive materials that feel like we know them so that we can connect with them –

“Total Expert makes my loan officers super productive in ways they really could not have been without a

“We’ve not only given them a platform where they have all of these tools, but we’ve given them

“The experience with the Total Expert team was a partnership from the very beginning.” Steve Majerus, President, Synergy

“This is a system that will turn out a lot more things – faster. We are able to

“Total Expert has empowered our producers to grow their business by giving them industry-leading tools and solutions and

“If we have an idea that perhaps Total Expert hasn’t even thought about, you guys are always willing

“The relationships with the customers grow quicker because there isn’t any hesitancy or downtime – you’re immediately responding.”