Total Expert Accepted into The Mortgage Collaborative
The Total Expert Marketing Operating System is focused on increasing sales productivity and profit
The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced the addition of Total Expert, the company that created the first Marketing Operating System (MOS) specifically for mortgage lenders and financial services organizations.
“We are proud to announce the addition of Total Expert to The Mortgage Collaborative and our Preferred Partner Network,” said Rich Swerbinsky, chief operating officer at The Mortgage Collaborative. “The Total Expert MOS empowers lenders and their loan officers to build customers for life and grow co-marketing relationships by delivering the right message at the right time to the right person. Total Expert is giving lenders the tools they need to accelerate their marketing and sales initiatives.”
“We are excited to partner with The Mortgage Collaborative to offer their lender members the power of the Total Expert MOS to take their marketing and sales efforts to the next level,” said Jeff Walton, president at Total Expert. “Our team has deep expertise in the mortgage industry and we leverage that experience every day to create a sales and marketing solution built to meet the specific needs of this regulated industry. We look forward to the future of our partnership – kicking off next week at The Mortgage Collaborative’s Summer Conference in Chicago.”
The Mortgage Collaborative network is more than 140 lenders strong, with an aggregate annual origination volume of over $200 billion. The lender network is supported by a preferred partner network of organizations that specialize within each facet of the mortgage life cycle. The Mortgage Collaborative is rewriting the playbook on the cooperative model and their network caters to lenders of all sizes, with a strong mix of independent mortgage brokers and community banks and depositories.
About Total Expert, Inc.
Total Expert is a software-as-a-service (SaaS) company that provides the first modern, web-based, enterprise-level marketing and sales software solution built specifically for mortgage and financial services. Eight of the top 15 mortgage lenders in the country use Total Expert. Total Expert ensures that marketing, compliance, and sales are aligned in a single system of record, and provides tools including marketing, co-marketing and CRM. Every marketing asset ever created, downloaded, or deployed is tracked with on-demand audit level reporting. The highly flexible, profile-based architecture provides precise permission controls and hierarchy settings for endless custom reporting and analytics options based on the unique preferences of the organization. For more information, visit totalexpert.com.
About The Mortgage Collaborative
Based in San Diego, The Mortgage Collaborative was founded in 2013 to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise, improved compliance, and to help its members access the dynamic and changing consumer base in America. The association is managed by its founding members: John Robbins, CMB; David Kittle, CMB; Gary Acosta, CEO of the National Association of Hispanic Real Estate Professionals (NAHREP); and Jim Park, former chair of the Asian Real Estate Association of America (AREAA). Robbins and Kittle are former chairmen of the Mortgage Bankers Association of America (MBA).
For more information, visit mortgagecollaborative.com.