MORTGAGE LENDING
Create the Personalized Experiences Borrowers Demand
To generate more leads, close more loans, and maximize the outcome of every opportunity, you need digital tools that are purpose-built for modern lenders. Total Expert’s customer engagement and intelligent automation platform improves sales productivity and automates communications to help you deliver the perfect customer journey.
Data doesn’t lie
2x+
Retention rate
Loan retention rates climb to over 60%—more than triple the 18% industry standard.
20%
Year-one revenue increase
Loan production increases 20% per loan officer in the first year and more than 40% by year three.
90%
Adoption rate
Lenders and loan officers love us because we help them prioritize leads and increase efficiency.
20%
Productivity increase
Sales, marketing, and compliance teams work better when they’re aligned on a single platform.
MULTICHANNEL CONSISTENCY
Seamless, scalable customer experiences
Give your loan officers and marketers the digital tools they need—data, insights, automation, and compliance management—to create impact with every interaction across every channel. Total Expert makes it easy to create dynamic multichannel campaigns that combine print, direct mail, email, SMS, and social media to create a smooth, consistent experience no matter how your customers choose to engage.
Lead generation & routing
Generate more opportunities by nurturing and expanding your referral partnerships through dynamic co-marketing campaigns. Then, reduce the administrative burden on your teams and help them increase productivity by automatically routing incoming leads to the right loan officer and surfacing high-priority engagements first.
Conversions
Improve application-to-close rates by harnessing real-time data signals and using them to fuel intelligent customer journeys. Built-in customer intelligence will allow you to deliver powerful, personalized experiences based on customer behavior and intent. That makes it possible to create customer journeys that feature the right mix of digital communications and human engagements and provide relevant content when customers signal a need—not just when you think they’re ready.
Post-close
Automate customer engagement after closing to deliver a smooth, personalized experience that develops deeper relationships with borrowers so you can increase referrals and secure future revenue. Leverage always-on nurture campaigns to provide new homeowners with valuable information about their loan (like payment reminders) or encourage them to refer you to friends and family.
Retention
Stay connected with your customers via marketing automation and customer intelligence to capture repeat business and stay one step ahead of your competitors. Our 360-degree customer view pulls in data from your third-party platforms to help you better understand your customers’ financial needs. That data enables critical activity alerts for credit inquiries, property listings, equity thresholds, and rate qualifications to help you know the moment a new opportunity presents itself.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
Other Resources
The Return of the Multigenerational Home and the Evolving Role of Lenders
Cost of living, caregiving needs, cultural shifts, and life transitions are just a few of the reason why the multigenerational home is making a resurgence in the U.S. Learn how lenders can play a role in this new housing landscape.
The Medicare Marketers’ Guide for 2025
Explore what’s shaping the Medicare marketing space and how to adapt your strategies for long-term success beyond 2024
Total Expert Adds Enriched Mortgage Rate Data to Boost Customer Engagements
Significant update in 2025 Winter Platform Release allows lenders to use dynamic interest rate data to deliver more impactful customer engagements.
