Build Loyalty for Life
Create a better borrower experience with the top-ranked CRM and customer engagement platform built exclusively for financial services. With Total Expert, mortgage lenders implement faster because the platform is already built for them. Lenders also close more loans, retain more borrowers across lending channels, and experience significantly higher profitability.
Proven Results for Lenders
Retention Rate
Loan retention rates climb to more than 60%, from 18% industry standard.
Year 1 Revenue Increase
In one year, loan production increases 20% per loan officer; more than 40% by year three.
LO Adoption
Lenders love us. We maintain a 90% adoption rate with Loan Officers.
Productivity Increase
With all teams working in sync, productivity increases more than 20% from improved efficiency across sales, marketing, and compliance.
“Marketing has been able to create and deploy material faster and more efficiently across the organization. The support provided by Total Expert is exceptional for loan officers and marketing staff.”
Stephanie Clark
Marketing Professional, Sierra Pacific Mortgage Company
“The possibilities with Journeys allow us to constantly tweak and build new communication to our external and internal customers. My loan officers love having all of their marketing materials in one place versus visiting multiple platforms.”
Laura Byrum
VP, Mortgage Marketing Director, FirstBank Mortgage
“We have an internal, multi-disciplinary group focused on developing content to meet customers where they are in their financial journeys, and with Total Expert, we can easily create and distribute this communication on a regular basis.”
James Cahoon
Director of Marketing and Business Development, Momentum Loans
Deliver Personalized Value Through Human Connection
Total Expert gives loan officers and marketers the digital tools they need— data, insights, automation, and compliance management—to deliver deeply personal interactions and experiences that build trust, deepen loyalty, and create lifelong relationships. Total Expert drives value across the entire lending organization—from retail mortgage to consumer direct to wholesale.
