RETR + Total Expert
Superior Mortgage and Real Estate Data with RETR and Total Expert
Combine the best-in-class data with the best-in-class CRM to grow your relationships with past borrowers, agents and loan officers.
How It works
RETR + Total Expert
Mortgage loan officers are missing opportunities to build and grow referral relationships with agent partners due to lack of accurate, up-to-date information, but they’re also missing out on massive opportunities within their own book of previous borrowers; leading to over 64% of loan loss or loan migration.
RETR not only provides the most accurate, up-to-date, and reliable information about real estate agents, it now provides an automatic fully white labeled way to get in front of every past borrower BEFORE they transact elsewhere with their new Home Value Report (HVR) functionality.
With the combined power of RETR’s best-in-class business intelligence and Total Expert’s sophisticated marketing automation engine, loan officers can automatically engage past borrowers, loan officers & real estate agents at the right time across multiple channels with highly relevant and valuable information.
Loan officers can take this automated engagement to the next level by feeding RETR’s deep business intelligence into Total Expert’s insights infrastructure and deploying tailored Journeys to engage with agents even more strategically.
RETR not only provides the most accurate, up-to-date, and reliable information about real estate agents, it now provides an automatic fully white labeled way to get in front of every past borrower BEFORE they transact elsewhere with their new Home Value Report (HVR) functionality.
With the combined power of RETR’s best-in-class business intelligence and Total Expert’s sophisticated marketing automation engine, loan officers can automatically engage past borrowers, loan officers & real estate agents at the right time across multiple channels with highly relevant and valuable information.
Loan officers can take this automated engagement to the next level by feeding RETR’s deep business intelligence into Total Expert’s insights infrastructure and deploying tailored Journeys to engage with agents even more strategically.
BENEFITS FOR CUSTOMERS
RETR Use Cases
- Monitor, nurture, and expand your existing borrower & agent relationships
- Research and recruit top loan officers with personality insights
- Grow and strengthen your real estate agent network with data and insights
- Find refinance & equity opportunities nationwide & within own books
- Native integrations for insights & actions with Home Value Reports
- Capture AI consent to fuel AI Sales Assistant via RETR HVRs
Additional Resources
Browse additional resources related to the Expert Partner Network integration between RETR and Total Expert.
From Leads to Loyalty: How Total Expert + RETR Power Modern Mortgage Growth
In today's competitive mortgage landscape, lenders can no longer afford to rely on outdated processes or disconnected systems to drive growth. The most successful organizations are leveraging data intelligence, automation, and AI-powered engagement to stay ahead by deepening borrower relationships, recapturing lost opportunities, and building more productive originator teams.
Don't take our word for it
Hear from real users as they share their experiences.
"After piloting RETR’s HVR program with a select few branches, we saw 89% open rates, 31% AI consent captures, 53% click activites, 57 clients raised their hands for loan opportunities, 16 loan files started, and 10 closed. We decided to go all in 2 months later!”
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Greg Sher
Managing Director at NFM Lending
4.5 stars
132+ reviews
Learn more about the RETR & Total Expert integration
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