Your Data Is Talking. We’ll Help You Translate It.

In a complicated market, you need to focus on generating qualified opportunities, maximizing your ROI, and increasing retention. Our Customer Intelligence tool does all that and moreturning your database into a deal-flow engine by identifying critical moments to engage customers before they start talking to competitors.  

Mortgage Retention Use Cae

Today’s borrower is tomorrow’s refinancer

Generate more repeat business and increase referrals by keeping customers engaged with critical information that nurtures your relationships until they’re ready to explore new opportunities like refinancing or a HELOC.


re-engagement success with members at risk of attrition.


decrease in delinquent loan payments.

See how Total Expert helps with retention

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Automate Milestone Messaging

Expand your relationships and generate more referrals

Identify opportunities to engage past customers about a new or second mortgage, refinancing, or HELOCs with tools that add insights to your data and help you connect with borrowers at critical moments.

Intelligent Automation
Identify prime opportunities to engage past customers with alerts for when they have their credit pulled, list a property, qualify for a lower rate, or reach an equity threshold.

Nurture Campaigns
Celebrate birthdays and anniversaries, explore referral opportunities, and keep borrowers engaged with communications that are relevant to their mortgage to grow your existing relationships and expand your network.

Total Expert in action

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