Turn Property Signals into Closed Loans with Automated Engagement

Mortgage lenders today struggle to bridge the gap between identifying potential leads and successfully converting them into applications. While identifying "hot leads" is possible, acting on them effectively remains a challenge. Without integrated, actionable data, teams miss critical opportunities at the exact moment prospects are ready to act.

This integration transforms raw property and market data into actionable opportunities directly within Total Expert—the Customer Operating System loan officers use daily. By infusing Total Expert’s contextual data and engagement capabilities with Cotality’s proprietary signals—including Home Shopper Signals and predictive Propensity Models—lenders can automate personalized text, email, and phone-based marketing Journeys. This intelligence boost ensures timely, consistent outreach without manual effort, allowing teams to focus on closing deals rather than finding them while providing marketing leaders with data-driven insights to prove ROI.
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Purpose-Built Synergy: Combines the mortgage industry’s preferred engagement platform with Cotality’s exclusive property and market data.

Predictive Intent: Delivers high-intent signals like active shopping behavior and equity positions, rather than just basic contact information, into Total Expert.

Automated Action: Triggers Total Expert Journeys for consistent, timely engagement the moment a prospect enters the market.

Seamless Workflow: Loan officers work smarter within Total Expert every day, focusing on in-market shoppers.

Strategic Guidance: Tells users exactly who to contact, when to reach out, and what to talk about.