Being the first to contact a consumer is no longer enough to close the deal. The next generation of homebuyers expect lenders to provide value and personalization with each and every interaction. Couple that with a shift to a purchase market and rising lead costs, consumer direct lenders will need to evolve their processes and technology to remain competitive.
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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.
