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.
TOTAL EXPERIENCE PLATFORM
Proven Results for Lenders

Retention Rate

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.

TOTAL EXPERT CUSTOMERS
Stephanie Clark
Marketing Professional, Sierra Pacific Mortgage Company

TOTAL EXPERT CUSTOMERS
Laura Byrum
VP, Mortgage Marketing Director, FirstBank Mortgage

TOTAL EXPERT CUSTOMERS
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.

RETAIL MORTGAGE
Empower & Unite Marketing and Loan Officers for a Connected Borrower Experience
CONSUMER DIRECT
Move Beyond First to Contact for a Better Consumer Direct Experience


WHOLESALE
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


SALES PRODUCTIVITY
Empower Your Mortgage Loan Officers
BORROWER RETENTION
Win Lifelong Loyalty


COMPLIANT CO-MARKETING
Drive More Referral Business
Total Expert Helps You Become a Customer-Led Company
Understand Your Borrower
Orchestrate a Seamless Journey
Empower Your People
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.

