Deliver a Customer for Life Guarantee for Brokers

Differentiate your partnership by leveraging data-driven triggers and marketing automation that guarantee brokers customers for life.

Maintain Broker Loyalty

Give brokers customers for life with fully automated campaigns driven by borrower intelligence.

Eliminate missed opportunities for brokers to recapture borrowers with buying signals, retention notifications and triggers.

Utilize value-add, lender-branded marketing tools to help brokers build their brand and drive growth.

Purpose-Built Seamless Borrower Experiences

Personalized in-process email and SMS updates to all loan participants to help brokers grow their business.

Leverage pre-built content based on industry best practices to drive engagement.

Ensure compliance by consolidating brand and regulatory-approved marketing materials and campaigns.

Strengthen Broker Relationships

Solidify relationships with top brokers by helping them build brand trust, and save time and money with automation.

Grow market share with data-driven marketing automation that engages brokers’ borrowers on their needs and life events.

Close more loans by automating customer recapture and retention campaigns on behalf of brokers.

Centralize Engagement Across Lending Channels

Leverage one platform across the entire mortgage enterprise.

Break down data silos between various lending channels for a single source of truth about the customer.

Gain a holistic view of the customer and of performance for a better borrower experience.

For Wholesale and Retail Lenders Looking for an All-in-One Sales & Marketing Platform

Lead & Contact Management

Transform lead and contact management with access from one system to get a clear view of contact details for better engagement.

360-Degree Contact View

Understand where consumers are in their financial journeys with a true 360-degree view into contacts, including transactional, behavioral, and motivational data.


Get visibility into the data you need to segment and tailor messaging to your contacts – all within the Total Expert platform to get to market faster than ever.

Prioritized Lead & Contact Lists

Empower users to engage with contacts at the right time with high-priority lead and contact list with Focused View.

Always-On Nurture

Stay in front of your contacts, whether they need educational resources, support during the application processes, or ongoing communication to build lifelong relationships.

Multichannel Campaigns

Meet consumers where they are with the ability to tailor campaigns to communication via the right channel, including print, direct mail, email, SMS, and social media.

Digital Content & Social Media

Accelerate communication by reaching consumers across digital channels, like social media and landing pages – plus the ability to integrate with MLS data.

Co-Marketing Campaigns

Increase partner business with the ability to collaborate on integrated co-marketing campaigns to drive new business and convert more leads.

Reporting & Dashboards

See how your campaigns are performing, getting essential visibility into successes and ROI to understand how to best allocate resources.

Deliver a Customer for Life Guarantee for Brokers with Total Expert