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Intercap Closes Over $95 Million in Loans in 6 Months Thanks to Automated Journeys and Integrated Data

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“Even top-producing loan officers who subscribe to Total Expert’s automation but don’t actually log in to the platform have been able to generate millions of dollars of additional revenue because of the emails [Total Expert] automatically sends.”

Mike Anderson, Chief Marketing Officer

A Purpose-Built Solution, Ready to Adapt

As a nationwide lender, Intercap Lending focuses on delivering a premier customer experience — viewing both consumers and its own loan officers as its customers.

Yet for years, Intercap didn’t have in place a customer relationship management (CRM) platform. As a result, loan officers often found their own solutions, or leveraged manual tools, to manage their consumer engagements.

Intercap leaders knew it was time for a true CRM platform. But it had to be purpose-built solution for the mortgage industry — one that could meet Intercap’s dynamic co-marketing needs while supporting the full consumer lifecycle during the mortgage process.

Total Expert rose to the top of Intercap’s list as the ideal solution. An all-in-one CRM and marketing platform with built-in compliance management at its core, Total Expert gave Intercap the tools they needed to plug-and-play and get to market faster. At the same time, it could adapt to Intercap’s unique needs.

Intercap Achieved

  • $95M+ in loan volume closed in 6 months
  • 7 automated Journeys
  • 15% boost in loan officer efficiency

The Total Expert Difference

Total Expert quickly became Intercap’s single source of truth.

Marketers no longer rely on blasting information and hoping to elicit a response from only a small subset of recipients. Industry-leading integrations bring in essential consumer data for a true, 360-degree view of consumers, so marketers can segment the entire database to ensure the right consumers receive personalized messages at the right time.

With Total Expert’s intelligent automation, Intercap automated its entire client lifecycle, launching seven Journeys that support consumers at different points in the homebuying process. Now, Intercap loan officers can focus on developing high-touch engagements and building partner relationships while Total Expert sends personalized, automated communications on their behalf — communications that elicit a higher response rate than ever before.

To boot, Total Expert also provides co-marketing functionality that makes it easy to build and manage relationships with real estate partners.

For Intercap, partnering with Total Expert has been transformational. Loan officers are more productive, the customer experience is better, and — in just six months — intelligent automation paired with personalized communications at scale drove $95 million of additional loan revenue.