How to Show up in the Moments that Matter with Life Events

On-demand Webinar

Yesterday’s borrower is tomorrow’s return customer. Producers who stay connected and engaged with homeowners after closing day will continue to drive pipeline—whether it’s from customers who want to refinance, who want to find a new home, or who refer their friends and family.

With the addition of Life Event data to our Customer Intelligence solution, we’ll help you identify key milestones in your contacts’ lives (such as getting married, becoming a parent, or reaching retirement age) so you can reach out to provide the service and support they need when they need it most.


Key takeaways

  • Which Life Events we monitor for and how to act on that data  
  • Strategies for how to naturally engage customers and contacts based on specific Life Events 
  • How to use Total Expert’s pre-built Journeys to create personalized communications and increase engagement