Total Expert Joins Forces with Mortgage Market Leaders to Fuel Customer Relationships

As the mortgage industry experienced record-breaking numbers in a year of uncertainty, several mortgage lenders kept their eye on the prize to empower their customers to come out on top.

With the world turning digital overnight, it was imperative for lenders to continue delivering a top-notch customer experience and guide their customers through the homebuying journey in an entirely new environment. Many financial institutions quickly realized the need for a solution that would help them deliver on all fronts – and remain closely connected with their customers.

“At EPM, we focus on empowering the communities we serve and our partners that we work with,” said Jason Frazier, Chief Strategy Officer at EPM. “Creating customer lifetime value is paramount for EPM and partnering with Total Expert will support us in our mission.”

“Every customer’s financial journey is different, and we aim to make the lending process as seamless as possible, said Patrick Sniezek, Co-Founder at Sunstreet Mortgage, LLC. “Joining forces with Total Expert, we can ensure we’re communicating with our customers every step of the way.”

Apart from operational changes, lenders have been inundated with new and repeat business. Bouncing from system to system is no longer the answer in order to effectively communicate with customers. Total Expert empowers lenders to keep the customer at the center and deliver deeply personal products and experiences. In turn, lenders can communicate with customers based on their preferences throughout the mortgage process and beyond – creating lifetime customer relationships.

“Cherry Creek Mortgage is thrilled to be partnered with the Total Expert family. We’ve been working together for the past year and the service has been nothing short of amazing,” said David Arnett, Vice President of Marketing and Communications at Cherry Creek Mortgage. “We look forward to the continued success that Total Expert will give us in elevating our communication channels, allowing our loan officers an easy-to-use platform, and the ability to stay on top with innovative technology.”

“Our goal was to find a solution that allows us to protect and enhance the unique branding of First Continental Mortgage while delivering an ideal customer experience,” said Randy Daniels, Director of Marketing at First Continental Mortgage. “Total Expert checked the boxes and further empowers our team to keep customers at the center as we help them achieve their dream of homeownership.” 

We’re thrilled to welcome EPM, Sunstreet Mortgage, LLC., Cherry Creek Mortgage, and First Continental Mortgage to the Total Expert family. Connect with us today to learn more about our Experience Platform.