Move from First Contact to Closed Loan

Increase your application-to-close rate by leveraging intelligent automation to create personalized customer journeys that learn from each borrower’s behaviors, adapt to their needs, and support their goals.

Mortgage Conversion Use Cae

Businesses grow on the foundations of strong relationships

To consistently drive growth and increase revenue, you need to stay one step ahead of borrowers’ needs—and their expectations. Total Expert gives you the tools to create hyper-personalized customer journeys that feature the ideal mix of digital communications and human engagements so you can build stronger relationships with every interaction and position yourself as a trusted financial partner for life.


re-engagement success with members at risk of attrition.


decrease in delinquent loan payments.

See how Total Expert helps with conversion

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Don’t let opportunities slip away

Borrowers have more lending options than ever, and they’ll explore all of them if you’re not keeping them engaged with automated digital communications and direct loan officer outreach. Every borrower moves at a different pace, but we’ll help you identify which opportunities to focus on today, while nurturing the contacts who aren’t ready to act yet.

Dynamic Journeys
Engage borrowers at critical moments through customizable Journeys that combine digital messaging and human outreach—adapting at every step to fit borrower needs and communication preferences.

360-Degree View
Aggregate data from across your tech stack to create more complete customer profiles that enable your loan officers to have more authentic, personalized interactions and support borrowers throughout the lending process.


Help your loan officers focus their efforts

Knowing which borrowers to engage directly about their lending needs and which ones to nurture through automated digital campaigns is essential to driving consistent growth.

Focused View
Automatically surface high-priority opportunities to your loan officers to reduce their administrative burden and help increase their efficiency.

Total Expert in action

Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.