Build Loyalty for Life with Total Expert + Cotality’s OneHomeowner

Traditional lending relationships often go cold post-closing, resulting in a low 18% industry average client retention rate.

Loan officers are forced to guess their clients’ next moves while jumping between disconnected systems. This leads to missed repeat financing or refinancing opportunities as past clients look elsewhere.

This integration lets lenders sync their Total Expert contacts right into OneHomeowner, automatically inviting clients to their personalized Homeowner Hubs. This keeps lenders connected to clients for life, so they can be there for the next mortgage transaction. Plus, lenders get signals showing them the best time to check in directly with clients.

Automatic Hub Invites: Lenders can automatically invite clients – and prospective clients who own a home – to their personalized Homeowner Hub, all from within Total Expert.

Hub Activity: Clients’ activity in the Hub is fed to Total Expert as insights, so loan officers can see who is engaging with their Hub.

Lead Prioritization: Loan officers can see “hand raisers” and reach out directly via phone call, text message, or email.

Automated Nurture Campaigns: OneHomeowner automatically drops contacts into targeted nurture campaigns to keep the loan officer and the client in touch.