Customer Intelligence for Financial Services

In our Product Showcase Series, we’re diving into the specific features and functionality of Total Expert’s financial services technology platform to show you how we can help increase customer engagement, drive greater deal flow, and close more loans. 

Customer Intelligence

Our Customer Intelligence tool allows you to monitor every contact in your database for key mortgage-related behaviors like credit pulls, listing a property, equity thresholds, and benefitting from a lower rate. Then, Total Expert will send you real-time alerts when these high-quality opportunities present themselves, so you can connect with contacts at critical points in their borrowing journey. 

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