Supercharge Personalization with Equity-Enriched Customer Profiles

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. 

Equity-Enriched Customer Profiles

This video will cover our latest Equity Enrichment capabilities which constantly and proactively update customer profiles so you can identify equity-rich customers and engage them personalized communications that highlight their equity amount and present them with options for how they can leverage it.

Schedule a demo to see how we can help you identify high-quality opportunities and guide borrowers along their financial journey.

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