Create the Personalized Experiences Borrowers Demand
Generate more leads, close more loans, and maximize the outcome of every opportunity with digital tools purpose-built for modern lenders.
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THE TOTAL EXPERT DIFFERENCE
Deliver seamless, scalable borrower experiences
To meet the growing expectations of modern consumers—and keep pace with digital-first FinTech competitors—lenders need to embrace enterprise-level tools that unite teams across their organization, harness the power of data, and ensure a seamless customer experience.
Manage rate volatility
Market fluctuations make it difficult to maintain a stable pipeline and accurately forecast revenue accurately. Total Expert helps you identify and engage with high-quality opportunities the moment they signal a mortgage need, while effortlessly nurturing relationships with other contacts until they're reacy to move forward.
Minimize pre-approval drop-off rates
Borrowers often disengage between their initial application and loan close, causing conversion challenges and leading to lost opportunities. Total Expert's intelligent automation tools deliver timely reminders and helpful information to borrowers throughout the loan process that guide them through every stage.
Manage rate volatility
Market fluctuations make it difficult to maintain a stable pipeline and accurately forecast revenue accurately. Total Expert helps you identify and engage with high-quality opportunities the moment they signal a mortgage need, while effortlessly nurturing relationships with other contacts until they're reacy to move forward.
Minimize pre-approval drop-off rates
Borrowers often disengage between their initial application and loan close, causing conversion challenges and leading to lost opportunities. Total Expert's intelligent automation tools deliver timely reminders and helpful information to borrowers throughout the loan process that guide them through every stage.
Address tech bloat & low user adoption
Many lending organizations have a disjointed tech stack that makes it difficult for loan officers to efficiently sort and utilize their data, prioritize opportunities, and engage with customers. Total Expert helps eliminate redundant tools while aggregating your most valuable so;lutions into a single, seamless platform that loan officers will actually use.
Deliver seamless customer journeys
Without the ability to quickly access the latest customer data insights and use it to engage contacts in the moments that matter, lenders and loan officers risk delivering impersonal and inconsistent borrower experiences. Total Expert helps you create dynamic contact records that fuel seamless, authentic conversations across every channel.
Address tech bloat & low user adoption
Many lending organizations have a disjointed tech stack that makes it difficult for loan officers to efficiently sort and utilize their data, prioritize opportunities, and engage with customers. Total Expert helps eliminate redundant tools while aggregating your most valuable so;lutions into a single, seamless platform that loan officers will actually use.
Deliver seamless customer journeys
Without the ability to quickly access the latest customer data insights and use it to engage contacts in the moments that matter, lenders and loan officers risk delivering impersonal and inconsistent borrower experiences. Total Expert helps you create dynamic contact records that fuel seamless, authentic conversations across every channel.
CREATE BETTER OUTCOMES
Proven results for modern banks
Explore case studies
GROWTH & CUSTOMER LOYALTY
Optimize engagement across the entire customer journey
LEAD GENERATION & ROUTING
Generate more loans in any market
Drive consistent deal flow by getting targeted messaging in front of every borrower, then seamlessly guide them through the loan process by quickly connecting them to the right loan officer to support their homebuying needs.
Increase lead volume & quality
Build pipeline through outbound campaigns and co-marketing programs.
Improve application capture
Meet customers where they are and make it easier for them to take the first step.
CONVERSIONS
Move from first contact to closed loan
Increase your application-to-close rate by leveraging intelligent automation to create personalized customer journeys that learn from each borrower’s behaviors, adapt to their needs, and support their goals.
Improve aplication-to-close rate
Stay connected with borrowers at every stage of the application process to make sure opportunities don't slip away.
Boost sales productivity
Quickly identify opportunities to focus on today while automatically nurturing the contacts who aren’t ready to act yet.
POST-CLOSE
Turn borrowers into customers for life
Expand your borrower relationships beyond closing day by keeping them engaged with educational resources, market insights, and opportunities to refinance or leverage their home equity.
Automate post-close activities
Seamlessly convert customers to a servicing relationship and provide important information for new homeowners like payment dates and options.
Build stronger relationships
Closing day opens a new door for you to lay the foundation for a lifelong relationship. Stay engaged as your customer's life—and mortgage needs—grow.
RETENTION
Today’s borrower is tomorrow’s refinancer
Long-term growth strategies must focus on generating qualified opportunities, maximizing your ROI, and increasing retention. Total Expert turns your database into a deal-flow engine by identifying critical moments to engage customers before they start talking to competitors.
Expand realtionships
Leverage profile enrichment and activity alerts to engage customers about their options for refinancing, tapping equity, or accommodating their growing family.
Generate more referrals
Building your existing relationships is a simple strategy for driving referrals and repeat business.
start today!
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Reviews
Hear it from our customers
Customer Stories
"Being able to inteligently send the right message to the right person at the right time. This allows us to hyper-focus, hyper-customize and our life cycle marketing and be in communication with our leads and clients no matter where they are in their lifecyle journey."
“As a former user of Surefire for eight years, I rarely logged in and used that platform because it was cumbersome and not user-friendly. Having used Total Expert for just three months, I already love it! Total Expert is incredibly easy to navigate; I’m logging in more than once a day, which I never did with Surefire. I can quickly pull up my dashboard to view recent activity, see who has opened my emails, and identify whom I need to follow up with, all in real time. Not to mention how fast and simple it is to create marketing materials; I can do it in under 15 minutes. Total Expert is a powerhouse of possibilities, and I’m only beginning to explore it. I can’t wait to dive deeper!“
“Streamlining our processes with a single solution that furthered our automation capabilities enabled us to check the box for a lot of priorities on our wish list, which means we can do more than ever before.”
“Assets that include things like buydown or rate scenarios are time-consuming to create internally, especially if there’s a backlog of other requests. Total Expert allows our loan officers to be more self-sufficient and create what they need faster, without worrying about compliance issues.”
“For us, it’s the flexibility and efficiency. Requests that normally took 2-3 DAYS for our marketing team to turnaround now take 2-3 HOURS for loan officers to complete independently.”
“The Total Expert team is incredibly responsive and forward thinking. The biggest improvement we’ve seen with our partnership has been on things like integrating with various platforms, better contact routing through automation, and lead management development.”
“We’re only just starting to hit our stride with Total Expert. As we continue to build, test, and refine things beyond the foundational pieces, the value and the impact that we can deliver for both our sales teams and our customers will be incredible.”
"Total Expert is hands down the best all-in-one CRM I've ever used. In the past, I juggled multiple systems and logins to accomplish just a fraction of what Total Expert offers in one seamless platform. The wide range of integrations it provides to automate the entire loan process through dynamic journeys is truly top-notch, making it a game-changer for marketing teams."
"Many of our users are not comfortable with technology or have time to manage it - TE allows us to manage on their behalf and create automations so they don't have to worry about anything."
MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every customer—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Services overview
Dedicated Support
Get the help you need from our support and customer success teams.
Professional Services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & Guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
See Total Expert
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Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
Schedule a demo