Evocalize + Total Expert
Fill Your Pipeline and Fuel More Growth with Total Expert + Evocalize
Evocalize is the digital marketing growth engine for the housing industry.
How It works
Evocalize + Total Expert
Loan officers are stuck in the daily grind: borrowers need clarity, agents need consistency, and corporate demands compliance—all while their pipeline stays unpredictable. To grow, they need to establish themselves as the go-to expert in their market by consistently reaching new borrowers and re-engaging their sphere of existing contacts and local agents.
Evocalize is the digital marketing growth engine for the housing industry. In a few clicks, a loan officer picks a program that targets new and existing audiences, and sophisticated ad programs run automatically across Google, Facebook, Instagram, YouTube, TikTok, and more. Optimized landing pages capture leads, and Lead Concierge AI calls within seconds to qualify each borrower and book or transfer the meeting. Every lead routes straight into the Total Expert contact record, along with its call transcript and explicit consent, instantly triggering the right Journey to nurture with tasks, personalized email, and SMS. No manual work.
Evocalize is the digital marketing growth engine for the housing industry. In a few clicks, a loan officer picks a program that targets new and existing audiences, and sophisticated ad programs run automatically across Google, Facebook, Instagram, YouTube, TikTok, and more. Optimized landing pages capture leads, and Lead Concierge AI calls within seconds to qualify each borrower and book or transfer the meeting. Every lead routes straight into the Total Expert contact record, along with its call transcript and explicit consent, instantly triggering the right Journey to nurture with tasks, personalized email, and SMS. No manual work.
- Push-button marketing that runs itself across Google, Facebook, Instagram, and YouTube, positioning each loan officer as the local expert.
- Lead Concierge AI calls and qualifies every lead within seconds, then transfers live or books the meeting.
- Leads Intelligence AI scores leads 24/7, doubling high-quality leads and cutting low-quality leads 34%.
- Closed loop with Total Expert keeps leads, call transcripts, and consent flowing into contact records and Journeys automatically.
- Life-event remarketing keep loan officers front and center when customers experience life events like getting married, becoming parents, and more.
- Co-marketing programs invite agent partners to split costs, double their reach and ROI, and strengthen partnership
BENEFITS FOR CUSTOMERS
Evocalize Use Cases
- First-time homebuyer and purchase lead generation
- Re-engage and retarget your existing Total Expert sphere
- Life event remarketing (marriage, new child, and more)
- Co-marketing with real estate agent partners
- Automated lead qualification with Lead Concierge AI
- AI lead scoring and quality feedback with Leads Intelligence
- Build local brand awareness and top-of-mind visibility
- Promote local events, webinars, and open houses
Additional Resources
Browse additional resources related to the Expert Partner Network integration between Evocalize and Total Expert.
The Future of Compliant Lead Generation
Total Expert's Donnie Kenneth, joined Justin Ulrich of Evocalize on their Local Marketing Lab podcast to share how loan officers can bring personalization to their marketing automation, lead-gen strategies for the upcoming year, and how to fuel long-term growth by prioritizing relationships over transactions.
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