Mortgage professionals often lose client engagement after closing because they rely on generic emails, postcards, or one-off gifts that fail to create memorable experiences and miss the chance to build loyalty and drive referrals.

Tiff’s Treats integrates with Total Expert to automate thoughtful gifting. From closings to birthdays to prospecting, users can trigger cookie deliveries with prebuilt workflows or on demand as needed. Tiff’s Treats handles inventory, fulfillment, and delivery, so lenders create meaningful client moments at scale with no added work—boosting retention, referrals, and standout experiences that set them apart

A top-15 national lender piloted the Tiff’s Treats integration across three branches, automating cookie deliveries for closings and 12-month anniversaries. This replaced inconsistent, loan officer–dependent follow-ups with a standardized touchpoint. In 90 days, gift engagement topped 70%, while referral conversations rose nearly 30% versus non-participating branches. By eliminating the hassle of sourcing and sending gifts, the lender boosted customer experience and efficiency. Results drove a national rollout, with added workflows for prospecting and partner gifting.