Total Expert helped VanDyk Mortgage improve customer retention and borrower engagement. The marketing team used the platform to connect sales productivity, marketing automation, compliance, and custo...mer intelligence. The solution integrated with their loan origination and digital mortgage systems. VanDyk Mortgage now has a unified hub for tech integrations and complete customer profiles. This led to more personalized and automated marketing and better business growth.
First Heritage Mortgage used Total Expert to fix problems with fragmented marketing systems. They needed a single platform to help their team work better and support growth. After trying another tool..., they came back to Total Expert for its strong support and new features. The new setup made their marketing more organized and helped their loan officers build their brands.
Total Expert’s Integrated Design Studio helped Mutual of Omaha Mortgage solve marketing challenges. Loan officers needed to create personalized materials fast while staying compliant. Before, making ...a flyer or postcard took 2-3 days and partner collateral took even longer. With Total Expert, they streamlined content creation. Now, loan officers can make their own marketing materials quickly and easily.
Total Expert helped Assurance Financial boost conversions using customer intelligence. The marketing team wanted easy tools for their field staff. They used an alert system inside their CRM. This mad...e it simple to give the team turnkey solutions. The result was better results for the field and higher conversions.
Total Expert helps PRMG originators work better. The platform became a key part of their daily process. Gino Fronti, a regional manager at PRMG, says he cannot imagine working without it. Total Exper...t supports PRMG in making their work simple and effective. The solution helps PRMG originators succeed in their business.
Total Expert helped Castle & Cooke Mortgage simplify operations. The platform's customer intelligence gives loan officers better information. This helps them find new business opportunities. Scott Ki...rkessner from Castle & Cooke Mortgage says it opens their eyes to missed business. The company uses Total Expert to improve customer experience and business results.
Total Expert helps Luminate's loan officers connect better with clients. The platform uses activity alerts to show when clients are ready for a mortgage. This helps loan officers reach out at the rig...ht time. Ann Dias, CRM administrator, says this makes it easier to talk to clients they have not spoken to in a while. The tool supports better communication and customer loyalty.
Banking Case Studies and Success Stories with Total Expert
CASE STUDY Wintrust Mortgage
Total Expert helped Wintrust Mortgage modernize its marketing and support loan originators nationwide. Wintrust Mortgage struggled with fragmented CRM and marketing tools, making data hard to manage ...and customer outreach inefficient. Total Expert provided a unified platform for customer data and marketing automation. This allowed Wintrust Mortgage to engage customers better and streamline operations. The solution enabled compliant, automated, and personalized communications. Wintrust Mortgage improved lead nurturing and built stronger client relationships.
Total Expert helped Evolve Bank and Trust save time and make work easier. The platform boosted brand awareness for the bank. Michael Virostko, a home loan consultant, said Total Expert helped him rea...ch more clients. The solution made it easier to connect with customers. Evolve Bank and Trust used Total Expert to grow their business.
Total Expert’s Journeys helped a top 10 lender support borrowers denied loans due to credit issues. The lender used a Credit Improvement Journey to guide and educate these clients on improving their ...credit scores. This approach allowed the lender to nurture and re-engage about 2,000 consumers who might have been lost. The lender became the first choice for these borrowers once their credit improved.
Total Expert and Birdeye help Rate, a leading U.S. mortgage lender, improve customer satisfaction. Rate uses the integration to automate survey and review requests. This reduces manual work for 2,500... loan officers. The automation makes it easier to collect feedback. Rate achieves a 4.9-star customer experience. The process supports better client relationships and operational efficiency.
CASE STUDY Catherine Moore, Vice President, Marketing Manager
Total Expert helps banks use intelligent automation for cross-sell initiatives. The platform lets teams change customer journeys based on small details. This helps track ROI and show the value of Tot...al Expert. Banks can see how the mortgage company generates business beyond just mortgages. Catherine Moore, vice president and marketing manager, shares this experience.
Total Expert helps Lake Michigan Credit Union keep in touch with past mortgage clients. Steve Kik uses Customer Intelligence and marketing automation to send timely, personal messages. The system ale...rts him when clients show signs of needing a new mortgage. Automated journeys send emails so he never misses a chance to reconnect. This keeps Steve top of mind as a trusted advisor for years after the first loan.
Total Expert helped FirstBank improve customer engagement. FirstBank's marketing team struggled with many platforms and slow processes. They wanted one system to help loan officers and speed up work.... Total Expert gave them a single platform. This made it easier to support loan officers and build relationships with customers.
Other Industry Case Studies and Success Stories with Total Expert
CASE STUDY NFM Lending
Total Expert helped NFM Lending improve customer engagement. NFM Lending had problems with their old CRM and disconnected systems. They could not manage leads well or support their sales team. Total ...Expert gave them one platform for sales, marketing, and leadership. This made workflows easier and cut technology costs. NFM Lending now has better customer engagement and more efficient operations.
First Heritage Mortgage (FHM) has re-adopted Total Expert's platform to streamline its marketing operations. The renewed partnership focuses on a centralized marketing hub, customized customer journe...ys, and tech stack integration with tools like Mortgage Coach and Encompass. This strategic move has resulted in higher platform adoption, improved engagement, and operational efficiencies, positioning Total Expert as a key partner in FHM's growth strategy.
FirstBank Leverages Total Expert to Transform Customer Engagement
FirstBank enhances customer engagement using Total Expert's platform, which offers solutions for mortgage lending, banking, credit unions, and insurance. The platform includes features like lead gene...ration, conversion, onboarding, and retention to improve customer interactions.
Total Expert has won a significant RFP in the mortgage industry, highlighting their solutions in sales productivity, marketing automation, and customer intelligence for mortgage lending, banking, cre...dit unions, and insurance sectors.
