Turn Your Database into a Powerful Growth Engine with InGenius 2.0

‍Profitability in the mortgage industry is still a fraction of pre-2008 norms, forcing lenders to rethink how they operate, compete, and grow. Lenders need maximum efficiency from the three key elements of their business: people, tech stack, and databases. None of these assets can be fully maximized or properly leveraged without clean, accurate data.

Learn more about InGenius

How It works

InGenius + Total Expert

InGenius is HousingWire's Source for Mortgage Intelligence

Powered by proprietary data from 21 integrated sources, InGenius leverages a patent-pending process to deliver unmatched accuracy in mortgage performance intelligence. Our accurate, loan-level intelligence ties directly to execution platforms like Total Expert, for superior results in recruiting and business development. Our custom dashboards provide easy access to MLO and real estate agent production and updated contact data via the integration. Reviewing and pursuing recruits is efficient and automatic with our SIMPL talent acquisition management feature inside the platform. Once hired, InGenius can instantly rebuild and rehydrate recruits' databases, eliminating legal exposure in recruiting as well as allowing lenders to identify high-value recruiting and customer prospects, personalize outreach, and drive consistent growth across retail and wholesale channels.

The InGenius + Total Expert partnership allows you to transform CRM data into a dynamic, revenue-generating asset:

Identify and recruit top-performing loan officers with verified production data
Twenty minutes three times each week will find 14 qualified recruiting candidates per month using our SIMPL module
Avoid legal exposure and improve onboarding by rebuilding and rehydrating databases with accurate, up-to-date borrower and partner information
Activate insights instantly through automated, personalized marketing campaigns
Uncover hidden opportunities within existing customer and partner networks
Improve customer retention through smarter segmentation and engagement
Gain visibility into real estate agent relationships, referral networks, and broker wallet share
Drive measurable growth without increasing lead spend

BENEFITS FOR CUSTOMERS

InGenius Use Cases

Executives

InGenius data provides critical insight to help companies and branches strategize and execute for expansion and growth, as well as ranking and progress monitoring for overall production, CRA, and other specific goals.

Recruiters & Wholesale Account Executives

Acquiring new leads is expensive. Convert more prospects when you reinforce your expertise and build trust over time.

Loan Officers & Brokers

Acting on insights surfaced by Customer IQ, our AI Sales Assistant proactively engaged contacts about their mortgage needs and successfully scheduled a follow-up meeting or live transferred them to a loan officer.

InGenius + Total Expert

Resources

Browse additional resources related to the Expert Partner Network integration between InGenius and Total Expert.

Ramp Up for a Lending Rebound with InGenius and Total Expert

Rate uncertainty, shifting needs, and meeting recruitment and production goals have wreaked havoc on modern lenders. To address these challenges, InGenius and Total Expert partnered to provide a seamless integration that empowers lenders to quickly adapt to market changes, ensure stable growth, recruit top producers, and build relationships.

Read the InGenuis Blog

Using Data to Build a Team of Lending Superstars

We sat down with InGenius CEO Jeff Walton to discuss how their latest innovation—LoanView Connect—helps rehydrate loan officer databases to break down one of the last remaining barriers in recruiting and onboarding.

Don't take our word for it

Hear from real users as they share their experience.

"Launching HousingWire Mortgage Rankings required a data partnership we could trust at the highest level. For a performance intelligence product like this to matter, the underlying data and methodology must be credible, transparent and built with rigor. InGenius brings deep mortgage data expertise, a high bar for data hygiene and QA, and the contextual understanding to help us measure performance the right way. Their team complements HousingWire’s analytical capabilities exceptionally well, and this partnership creates a strong foundation for the future of mortgage performance intelligence."

Clayton Collins

CEO. HousingWire

"InGenius has helped us with how we market so that it's customized and intentional, both to our recruiting prospects as well as the people we'd like to be in business with. InGenius propels all of these goals together. There are two phases to how we use InGenius. Phase one was the accuracy and breadth of data InGenius provides, and phase two is how we've been able to use it: Growth initiatives, expansion into new markets, and the ability to really get deep into specific loan officer profiles. We can make informed decisions with what InGenius provides at our fingertips. It's saved us millions."

Dustin Block

VP Strategic Growth, American Pacific Mortgage

4.5 stars

132+ reviews

Learn more about the InGenius & Total Expert integration

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