MORTGAGE LENDING
Create the Personalized Experiences Borrowers Demand
Data doesn’t lie
Retention rate
Year-one revenue increase
Loan production increases 20% per loan officer in the first year and more than 40% by year three.
Adoption rate
Lenders and loan officers love us because we help them prioritize leads and increase efficiency.
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
Fostering Co-Marketing & Referral Relationships
Co-marketing is typically the most important lead-gen channel for LOs, making it a key focus for driving LO adoption of Salesforce. The questions are: How can you help less-experienced LOs build healthy referral networks?
Generate More Loans through Co-Marketing Relationships
Total Expert’s co-marketing features allow you to quickly and easily create RESPA-compliant co-branded marketing assets with realtor partners.
Customer Intelligence for Financial Services
Total Expert’s Customer Intelligence tool allows you to monitor every contact in your database for key mortgage-related behaviors.
