“You can change the path of a Journey based on the customer’s small characteristics, which allows us to track the ROI and show the bank the value of Total Expert and what the mortgage company is doing to generate business outside of just mortgage.”

“Customer Intelligence has been an absolute game changer in allowing us to uncover sales opportunities.”

"Mortgage lenders came to us with the need for a CRM. They are very happy with the data it provides. It was a bonus that marketing was also looking for a new automaton provider. It provides the lending team some autonomy in how they want to communicate with their clients, but we also know that what they are sending is marketing approved and compliant."

"With Total Expert, our bankers can access more customer information than what’s available from our core banking systems. We can be much more intentional, targeted, and personalized with our sales and marketing—we don’t have to take a shotgun approach to it. We can understand what kind of communications each customer will receive and what they actually do with those communications once received. And we can do it all in a smooth, automated way."