Expand your borrower relationships beyond closing day by keeping them engaged with educational resources, market insights, and opportunities to refinance or leverage their home equity.
Closing day isn’t the end of your relationship with borrowers. It’s an opportunity to keep them engaged as they transition from homebuyers to homeowners by providing helpful information related to their loan, maintaining and improving their home, and especially refinancing opportunities down the road.
re-engagement success with members at risk of attrition.
decrease in delinquent loan payments.
Seamlessly convert customers to a servicing relationship with pre-built content and campaigns that provide relevant information for new homeowners, remind them about payment dates, and even show them how to set up automatic payments.
Nurture Campaigns
Keep customers engaged by sending reminders about their loan payments, educational resources for homeowners, and opportunities to capitalize on lower rates or built-up equity.
Expert Content
Get those messages to customers faster by leveraging a library of pre-built created by industry experts to help you keep customers engaged and expand your relationships over time.
Create sustainable growth and increase loyalty with a CRM and customer engagement platform that’s purpose-built for financial institutions.
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
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Minneapolis, MN 55416
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.