Turn Borrowers into Customers for Life

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.

Mortgage Post-Close Use Case

Build the foundation for long-term relationships

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.

See how Total Expert helps beyond closing day

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Automate Post-Close Activities

Keep customers engaged beyond closing day

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.

Total Expert in action

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