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
Expanding on The Financial Brand’s “Why Retail Banks Must Shift from Product Adoption to Customer Connection”
Putting more product in consumers’ hands isn’t the key to growth. Demonstrating that you understand their financial needs and goals—then providing relevant products or services—will drive the only KPI that matters: loyalty.
Reputation Revolution: Driving Digital Success through Better Customer Experiences
In this webinar, join experts as they reveal how reputation management, local SEO, and customer experience data can drive tangible growth for lenders.
[Mortgage Marketing Radio] Why You’re Losing Repeat Business—and How to Fix It Fast
Catch Total Expert Founder & CEO Joe Welu’s conversation with Geoff Zimpfer on Mortgage Marketing Radio for insights into AI, client engagement, retention, and more.
