Lead Generation & Routing

Generate More Loans in Any Market

Drive consistent deal flow by getting targeted messaging in front of every borrower, then seamlessly guide them through the loan process by quickly connecting them to the right loan officer to support their homebuying needs.

Lead Generation Use Case

Deliver value from the first interaction

Engage a wider audience and generate more high-quality leads by automating your marketing communications, coordinating with other lead generation channels like direct mail, and helping your team enhance their customer engagements. We’ll also help reduce the administrative burden on your teams with tools that increase productivity by categorizing leads and prioritizing opportunities.


re-engagement success with members at risk of attrition.


decrease in delinquent loan payments.

See how Total Expert helps with lead generation

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Increase Lead Volume & Quality

Expand your reach and drive long-term growth

To consistently reach your sales goals, you need to establish reliable sources that provide you with a steady stream of new leads, referrals, and repeat business. The best way to do that is by building stronger relationships with both industry professionals and borrowers.

Target Outbound Campaigns
Create targeted, multichannel campaigns that deliver timely, relevant communications to your segmented audiences—increasing both lead volume and quality.

Co-Marketing Programs
Increase referrals from your professional relationships with tools to quickly and easily create co-branded, compliant marketing collateral that exposes your brand to new audiences.

Improve Application Capture

Don't let leads slip through the cracks

Your best opportunity to capture new leads is by meeting customers where they are and making it easy for them to take that important first step—whether it’s through digital tools while they browse online listings or physical collateral at open houses.

Nurture Campaigns
Consumers have more borrowing options than ever before. Keep them engaged with nonintrusive campaigns that deliver relevant content and educational resources until they’re ready to act.

Single-Property Website Generator
Automatically create a dedicated website for any listing once it hits the MLS to display the key information for the listing and provide a contact form for interested borrowers to get in touch.

Simplify Lead Routing

Streamline your sales pipeline

Every minute your loan officers spend digging through the database to figure out which leads to engage and when to engage them is another minute not spent actually engaging those borrowers to discuss their financial needs and goals.

Prioritized Lead Lists
Take control of the lead management process, reduce the administrative burden, surface high-priority opportunities, and ensure your team has access to the information they need to engage borrowers with authentic, personalized communications.

Total Expert in action

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