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With a little help from the Total Expert platform, 2024 was another year of “challenges presented, challenges overcome” for lenders across the country. Here’s a fraction of what we did in the last 365 days!
Mortgage rates ended higher than expected in 2024, leaving many in the lending industry uncertain about the future. To thrive in 2025, lenders and loan officers must focus on nurturing relationships and educating customers about their options amidst the uncertainty.
In a competitive and ever-evolving housing market, finding and engaging quality leads can feel like a time-consuming process. But the risks lenders and loan officers face by not properly vetting leads or tailoring their marketing and engagement are far greater than any rewards. Learn how to avoid these pitfalls and level up your marketing and compliance in 2025 >
As the Fed rate cuts arrive, hopeful homebuyers wonder why mortgage rates haven’t dropped as expected. This uncertainty offers mortgage lenders a chance to engage with potential buyers, educating them about the housing market’s dynamics. By clarifying how the Fed rate impacts mortgage rates, lenders can build trust and lasting relationships. Understanding these factors can empower homebuyers and position you as their go-to expert for mortgage decisions.
In a rapidly changing financial landscape, leaders must prioritize long-term loyalty over short-term gains. Successful financial institutions are investing in innovation, building robust tech stacks, and enhancing customer interactions. Explore the three key pillars of a long-term strategy that can help you deepen relationships and capture future growth in a competitive market.
Financial institutions don’t lack the tools and technology they need to modernize their customer experience and drive growth. Their challenge is sifting through all the options to find what works best for them. That’s why we created the Total Expert Marketplace.
Learn how to build a case and secure the funding you need to modernize your tech stack + download our free Banking Budget Toolkit.
Learn how our partnership with Cogneesol is helping insurance agencies and brokers modernize their technology and streamline their operations.
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.
