Mortgage Lending

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.

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.

total experience platform

Key Differentiators Created the Following Results for Lenders

Lenders Love Us

Loan officer adoption rate of 90%.

Borrowers Benefit

Loan retention rates climb to more than 60%, from 18% industry standard.

Start in Sync

Productivity increased more than 20% from improved efficiency across sales, marketing, and compliance.

Revenue Results

Increases of 20% in loan production per loan officer in year one; more than 40% by year three.

retail mortgage

Empower & Unite Marketing and Loan Officers for a Connected Borrower Experience 

Connection is about more than contacting a borrower. Arm borrower-facing teams with meaningful insights to intelligently engage with borrowers in the most authentic and valuable way—for human-first marketing and loan origination journeys.

consumer direct

Move Beyond First to Contact for a Better Consumer Direct Experience

Be the first to connect in a meaningful way with lead management, marketing automation, and CRM—all on one platform and a single data model. Utilize data to connect with borrowers based on their preferences – while other lenders scramble to make contact. 


Deliver a Customer-for-Life Guarantee to Brokers

Employ marketing and sales tools to drive retention for your broker partners through a seamless borrower experience. Automate always-on communications on brokers’ behalf to retain borrowers’ business for life.

lead nurturing

Develop New Relationships

Attract and nurture consumers to contact a loan officer or apply for a mortgage with personalized outreach customized to prospects financial circumstances. 

sales productivity

Empower Your Mortgage Loan Officers 

Amaze borrowers during origination with a CRM that makes loan officer jobs easier so they can spend more time doing what they do best—building relationships with leads, contacts, and partners, not juggling administrative tasks.

borrower retention

Win Lifelong Loyalty 

Keep borrowers’ business throughout their lifetime with data-driven insights that inform automated, personalized communication throughout their financial journey.   

compliant co-marketing

Drive More Referral Business  

Enable loan officers to build their personal brands and generate leads with complimentary software for co-marketing partners that includes property promotion assets; lead capture capabilities; compliant, cobranded marketing, and more. 

Total Expert Helps You Become a Customer-Led Company

Understand Your

Get a 360-degree view of your borrower—every channel and every touchpoint. Turn rich borrower data into intelligent insights that deliver borrower value today—and help them achieve their dreams tomorrow. 

Orchestrate a Seamless Journey

Break down silos and align your borrower engagement strategy using highly integrated, industry-tailored CRM and marketing automation tools to orchestrate stand-out omnichannel experiences. 

Empower Your

Leverage built-in automation to make loan officers and marketers more productive—freeing your people to focus on growth strategies, lead nurturing, and retention. 

total experience platform

A Modern Customer Experience Engine. Purpose-Built for Lenders.

It’s hard to drive personalized connections with a generalist tool. The Total Experience Platform was built from the ground up to meet the specific needs, goals, best practices, and requirements of lenders. 

Mortgage lending dashboard UI
Customer Success

You’re in Good Company

As the market leader, Total Expert powers 30% of the mortgage industry, including 9 of the top 10 lenders. No matter the size of your team, you get access to the industry’s most extensive and proven tools, best practices, and support on how to build trusted relationships through effective digital engagement

It’s time to build a digital experience rooted in human connection.