Real-World Case Studies and Customer Success Stories with Total Expert

Total Expert helped Southern Trust Mortgage automate client engagement for loan officers. The platform's Customer Intelligence alerts notify staff about... client life events and rate changes, making outreach timely and personal. Custom workflows automate lead assignment, document reminders, and follow-up emails. Loan officers can focus on building relationships while the system handles routine tasks. The result is stronger client connections and more efficient sales processes.
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Total Expert helped Mountain West Financial boost platform adoption to over 90% across its mortgage teams. The company grew from... 6 users and 210 posts in Q1 2021 to 28 users and 1,169 posts in Q1 2022. Integrations with tools like Blend and BombBomb enabled automated, targeted communications. Weekly Marketing Monday Calls and broker training series drove engagement. Mountain West Financial used Total Expert to streamline content distribution and improve client relationships.
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Mutual of Omaha Mortgage used AI Sales Assistant to boost lead capacity by 30%. They cut operational costs by 20%... and removed third-party call center reliance. The new rate alert journey helped borrowers find $200+ monthly savings. In 48 hours, 219 alerts triggered, with 50 borrowers in high-urgency paths. The system delivers real-time, personalized savings insights to borrowers.
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First Heritage Mortgage used Total Expert to transform loan officer engagement. They replaced their old CRM and made Total Expert... the core of their communications and workflows. Adoption surged after daily and weekly training sessions. Top producers championed the platform, driving company-wide use. Results included 52% LO email adoption, 65% print collateral usage, and a 48% open rate on custom journeys. Integrations let loan officers build campaigns and nurture leads inside Total Expert.
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Total Expert helped NFM Lending unify their CRM, engagement, and intelligence tools. Before, NFM Lending used disconnected systems that slowed... down their teams. After switching, they launched over 250 personalized customer journeys in six months. They sent 3.4 million emails and triggered nearly 20,000 insights. Customer Intelligence alerts led to 106 funded loans and $37M in loan volume. The new system improved teamwork and gave leaders better visibility.
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Total Expert helped Peoples Mortgage automate marketing and boost team collaboration. The platform enabled automated email journeys, co-marketing with realtors,... and easy social media integration. Peoples Mortgage used Total Expert to create targeted campaigns for leads and customers, improving communication at every stage. Social media and app integrations made it easier for loan officers to engage with clients. Training and gamification increased user adoption across the company.
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Castle & Cooke Mortgage used Total Expert to turn data into action. In three months, they surfaced over 4,300 equity... insights for loan officers. This led to 158 fundings and $40M+ in funded loan volume that would have been missed. They built automated journeys and personalized outreach, including data-driven postcards. Their approach increased loan officer efficiency and re-engaged former borrowers.
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Total Expert helped Castle & Cooke Mortgage move away from a clunky CRM. Ed Jarosik found Total Expert easy to... use and logged in multiple times a day. He could quickly see recent activity and track email engagement in real time. Creating marketing materials took less than 15 minutes. The platform made daily tasks faster and simpler for the team.
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Fairway Independent Mortgage Corporation used consistent processes to close a high volume of loans. Steve Jacobson, the founder, focused on... building a customer-first culture and empowering his team. He encouraged trying new ideas and learning from others to improve results. The company grew to over 10,000 employees and 750 locations. Fairway was named the No. 1 Best Company to Work For by Mortgage Executive magazine for seven years.
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Total Expert helped Liberty Federal Credit Union move from reactive problem-solving to proactive growth. The platform enabled automated member communications... and smarter sales strategies. Loan officers now use CRM tools to build new real estate partnerships and manage relationships. The team gained autonomy, accessing member data anytime without extra support. Total Expert allowed Liberty Federal to focus on building strong relationships with members and staff.
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Atlantic Bay Mortgage Group used Total Expert to connect their tech stack and automate tasks for mortgage bankers. They launched "Catalyst... CRM—powered by Total Expert" to cover every customer touchpoint with automation. Strategic pilot groups helped drive adoption and gather feedback before full rollout. Customer Intelligence alerts gave bankers real-time data to prioritize outreach, leading to wins like a $1 million construction loan. Automation sparked more human interaction and improved loan officer enablement.
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Assurance Financial used Total Expert to improve its mortgage lending process. The company adopted 29 new technologies in three years,... with Total Expert as the main communications platform. They built an intranet called "the Hub" to help staff use these tools. Integration with an AI chatbot, Ask Abby, let loan officers access CRM data and make calls easily. Automated alerts and messaging increased sales inquiries. Total Expert helped Assurance Financial modernize and build customer trust.
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American Pacific Mortgage used Total Expert to modernize its loan process. The company automated manual tasks for loan officers, improving... efficiency. 85% of loan officers now use Total Expert. Open rates for campaigns rose to over 58%. In 2021, they closed $24 billion in loans after 60% sales growth and 49.6% retention. The platform helped deliver better customer experiences and stronger relationships.
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Mortgage Investors Group used Total Expert to improve the homebuying experience for its customers. The team launched an automated welcome... email campaign using Total Expert’s marketing automation tools. This campaign achieved a 76% open rate and received positive feedback from over 100 customers. The company also integrated BombBomb and introduced an AI bot to support loan officers. These changes helped Mortgage Investors Group deliver more personalized service and streamline internal processes.
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Total Expert helped Tucson Federal Credit Union fix slow, manual marketing workflows. The team replaced their old email platform with... Total Expert, saving time and boosting productivity. Email campaigns that took weeks now take minutes. Open rates now beat the financial industry’s 25-26% benchmark. TFCU uses automation and templates to send more personal, professional emails. The support team at Total Expert made setup easy and still helps when needed.
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USA Mortgage used Total Expert's Admin Copilot to speed up project execution and reduce the workload on their internal admin team. The service helped... them optimize their use of the Total Expert platform and improve customer engagement. With dedicated support, USA Mortgage adjusted their processes and increased efficiency. This allowed them to better serve customers and drive business growth. Admin Copilot provided strategic guidance and hands-on help for faster results.
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Total Expert helped ALCOVA Mortgage automate and personalize communications for 150+ loan officers across 80 branches. The small marketing team... needed a CRM that could empower loan officers and support both internal and external messaging. With Total Expert, ALCOVA can segment audiences, automate email journeys, and integrate video tools like BombBomb. Early feedback from loan officers is positive, with increased autonomy and enthusiasm for the new system. The team expects stronger customer relationships and improved retention.
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Rate used Total Expert and Birdeye to automate customer feedback during the loan process. The integration triggered surveys and review... requests at key milestones, reducing manual work for 2,500 loan officers. Rate achieved an 88.2 NPS and collected 3,800 new reviews in ten months, maintaining a 4.9-star average rating. AI-driven insights helped Rate improve service, increase response rates by 14%, and boost customer satisfaction. Centralized feedback enabled proactive service enhancements and stronger customer relationships.
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Total Expert Customer Intelligence helped Prosperity Home Mortgage, LLC find 27,904 active loan opportunities in six months. The platform alerted... loan officers when customers listed homes or had their credit pulled. This led to $141 million in new funded loans. Automated journeys nurtured leads and prompted timely outreach. Prosperity gained insights that helped loan officers grow their business.
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Total Expert helped NewFed Mortgage Corporation boost platform adoption and drive growth. NewFed re-launched Total Expert with a focus on... loan officer-defined use cases and customer retention. They used Customer Intelligence to create dynamic customer profiles and trigger timely, personal outreach. This led to a 12% increase in recapture rate and $25.14 million in funded loan volume. Email open rates rose above 40%, far exceeding industry averages.
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Luminate Home Loans switched from Surefire CRM to Total Expert to fix data issues and missed deadlines. Their old system... delayed a product launch and failed to send prospect emails for eight months. With Total Expert, Luminate now automates outreach, personalizes content, and integrates with core banking systems. The platform enables SMS engagement and co-branding with realtors. Early results show smoother onboarding, better support, and faster user adoption.
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NFM Lending used Total Expert to replace disconnected CRM systems and improve customer engagement. In six months, they sent 3.4... million emails and launched over 250 active customer journeys. The platform triggered 19,950 insights and led to $37M in funded loan volume. NFM Lending also improved collaboration with 1,117 agent connections and enhanced mobile access for loan officers. Total Expert helped unify workflows and boost sales team productivity.
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Total Expert helped HarborOne Mortgage modernize its marketing. The company needed a better CRM to support 80+ loan officers with... branded content and automation. HarborOne chose Total Expert for its mortgage-specific features and user experience. The new CRM lets loan officers access accurate, branded marketing materials online. Leaders expect stronger connections with prospects and more relevant outreach.
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Total Expert helped First Heritage Mortgage centralize all marketing activities. 52% of originators sent direct emails and 48% logged in... 12+ times per quarter, both above industry averages. The platform unified email, print, and customer journeys, reducing manual work and boosting engagement. Print asset creation dropped to 15 minutes per flyer. Integrations with Mortgage Coach, Encompass, and nCino enabled smarter outreach and lead tracking. The team saw higher adoption, faster campaign launches, and improved personal branding for originators.
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Total Expert’s Journeys helped a top 10 lender re-engage 2,000 previously denied mortgage applicants. In six months, the lender generated... 316 new applications and $84M in loan volume. They funded 148 loans, totaling $40M. The solution delivered 3,400 actionable insights for better customer engagement. The lender turned lost opportunities into new business and helped more clients buy homes.
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Total Expert helped Atlantic Bay Mortgage Group automate email and digital marketing for loan officers. The new CRM integrated with... their loan origination system and pricing engine. 92% of loan officers now use Total Expert, with half logging in over 12 times daily. The onboarding Journey saved 90+ hours in Q1 2023 and achieved a 75% open rate. Marketing emails sent through Total Expert reached an 86% open rate, showing high engagement.
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Total Expert helped American Pacific Mortgage double its borrower retention rate in one year. The company used real-time opportunity alerts... and marketing automation to manage a surge in refinance applications. Loan officers received instant alerts and daily digests, making it easy to prioritize customer outreach. Sales grew nearly 60% over the year. The platform enabled APM to deliver a strong customer experience during a period of rapid market change.
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Total Expert helped Alerus Financial Corporation boost customer loyalty and retention. Loan officers used intelligent automation and contact management to... engage borrowers at key milestones. The platform gave a 360-degree view of each customer, making follow-ups timely and relevant. More than 1 in 5 closed loans were attributed to Total Expert. Loan officers saw at least a 10% year-over-year increase in closed loans.
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Total Expert helped Castle & Cooke Mortgage empower 100 loan officers across 23 branches to self-serve their marketing needs. The platform made... it faster and easier for loan officers to create outreach emails, flyers, and social media posts. In the first 90 days, Customer Intelligence identified 4,300 equity-rich customers in their database. Productivity and efficiency increased, and relationships improved between marketing, loan officers, and clients. Castle & Cooke Mortgage also reduced operational costs by consolidating technology vendors.
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CrossCountry Mortgage uses Total Expert to improve customer experience in the mortgage process. The company focuses on innovation and human-centered... engagement. Their team leverages technology to connect with customers at every stage. This approach helps build trust and loyalty. CrossCountry Mortgage is recognized for leading the future of intelligent engagement.
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The Money Store used Total Expert to solve a common problem for mortgage lenders. They set up real-time alerts for... payoff requests, letting loan officers reach out to borrowers right away. This helped them keep 54 loans and recover over $25 million in loan volume in just eight months. The new process increased borrower retention and built stronger customer relationships. The Money Store proved that a small team can make a big impact with smart automation and data-driven engagement.
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Total Expert helped NFM Lending boost customer engagement and streamline workflows. In six months, NFM Lending sent 3.4 million emails,... launched 250+ journeys, and triggered 19,950 insights. The platform enabled $37M in funded loan volume and improved agent collaboration. Mobile access let loan officers respond fast, while integrated tools replaced disconnected systems. NFM Lending saw better lead management and more efficient marketing automation.
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Total Expert helped NewFed Mortgage Corporation boost platform adoption and drive growth. NewFed faced low user adoption and limited ROI,... using Total Expert mainly as a basic CRM. They relaunched with a focus on loan officer-defined use cases and customer retention. The team used Customer Intelligence for targeted alerts and personalized outreach. Results included a 12% increase in recapture rate, 6,738 alerts fired, and $25.14 million in funded loan volume. Email open rates exceeded 40%, far above industry averages.
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Total Expert Journeys helped FinLocker guide users through the lending lifecycle. FinLocker used the platform to build personalized journeys in... its financial fitness app. This improved customer engagement and made the loan process faster. FinLocker also found it easier to recruit top talent. The app now gives users tools for mortgage readiness and financial wellness.
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Total Expert Customer Intelligence helped Assurance Financial boost conversions. The marketing team wanted to give their field turnkey solutions for... better results. They used the alert system inside their CRM. This made it easy to act on customer insights. The team saw fast improvements in their marketing outcomes.
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Total Expert helps Luminate Home Loans use customer intelligence and alerts to improve communication with clients. Loan officers get notified... when clients are ready for a mortgage. This helps them reconnect with clients they have not spoken to in a while. The platform supports personalized outreach during the financial journey. Luminate Home Loans uses these tools to drive better results for their team.
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Total Expert helps Paramount Residential Mortgage Group simplify their work. The platform is easy to use and fits into daily... operations. PRMG relies on Total Expert for key business tasks. A regional manager says they can't imagine working without it. The solution supports mortgage originators in their daily roles.
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Rate used Total Expert and Birdeye to automate customer feedback during the loan process. The integration triggered surveys and review... requests at key milestones, reducing manual work for 2,500 loan officers. Rate collected 3,800 new reviews in ten months and kept a 4.9-star average rating. Their Net Promoter Score reached 88.2, showing strong customer loyalty. AI-driven insights helped Rate improve service and boost customer satisfaction.
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Total Expert helped First Heritage Mortgage centralize all marketing activities. 52% of originators sent direct emails and 48% logged in... 12+ times per quarter, both above industry averages. The platform unified email, print, and customer journeys, reducing manual work and boosting engagement. Print asset creation dropped to 15 minutes per flyer. Integrations with tools like Mortgage Coach and Encompass enabled smarter outreach and lead tracking. The result was higher adoption, faster campaign launches, and stronger brand support for originators.
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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 Kirkessner from Castle & Cooke Mortgage says it opens their eyes to missed business. The company uses Total Expert to improve customer experience and business results.
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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 made it simple to give the team turnkey solutions. The result was better results for the field and higher conversions.
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Total Expert helped a top 10 lender re-engage 2,000 previously denied mortgage applicants. The lender used Credit Improvement Journeys to... guide borrowers in raising their credit scores. In six months, they generated 316 new applications and $84M in loan volume. They funded 148 loans worth $40M. The lender also gained 3,400 actionable insights to improve customer engagement.
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Total Expert helped NFM Lending boost customer engagement in just six months. NFM Lending sent 3.4 million emails and launched... 250+ customer journeys using the platform. They triggered 19,950 insights and funded $37M in loans from Customer Intelligence alerts. The mobile app let loan officers respond to customers anytime. NFM Lending improved partner relationships and streamlined workflows with integrated tools.
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Total Expert helped Wintrust Mortgage unify customer data and automate marketing. The platform enabled 74% of loan originators to adopt... new workflows. Over 9.4 million emails were sent with a 40% open rate and 4% click-through rate. $200M in loan volume was directly tied to Customer Intelligence insights. Loan originators now spend less time on admin and more time building relationships.
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Total Expert helped VanDyk Mortgage unify data from multiple systems into one customer profile. The platform automated alerts and enabled... personalized, multi-channel campaigns. VanDyk’s marketing and loan officers used these tools to engage past borrowers and build realtor relationships. In six months, Total Expert-powered Journeys generated $11M in new loan applications. The solution also helped create a scalable marketing platform for future growth.
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Total Expert’s Integrated Design Studio helped Mutual of Omaha Mortgage cut marketing material turnaround from 2-3 days to a single business day. Loan officers now... create compliant, personalized collateral without relying on the marketing team. Internal design requests dropped, and onboarding was fast, with only two follow-up sessions needed for over 25 loan officers. The solution improved efficiency, compliance, and partner response times, strengthening builder relationships.
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Total Expert helped Lake Michigan Credit Union unify four separate systems into one platform for loan officer marketing and communication. 66% of loan... officers now log in weekly, showing strong adoption. Automated journeys track pre-qualified applicants and prompt timely follow-ups, boosting retention and membership growth. Personalized training and feedback loops drive engagement and feature development. The partnership with Total Expert supports continuous improvement and real business wins for loan officers.
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Evolve Bank and Trust used Total Expert to modernize its banking operations. The bank focused on improving service levels and... building a strong team mentality. They closed 100% of contracts on time last month. Evolve emphasized data-driven decision-making by surveying employees, borrowers, and partners. This approach led to high retention and consistent performance in a changing market.
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Dart Bank replaced their Surefire CRM with Total Expert to improve loan cycle times and customer communication. Their hybrid workforce... needed a CRM that could support both in-person and digital borrower interactions. Total Expert enabled Dart Bank to automate onboarding, marketing, and cross-selling using a unified database. Integrations with tools like BombBomb and Blend streamlined workflows. Loan officers now access marketing materials and reminders easily, helping Dart Bank stay top of mind for customers' financial needs.
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Fifth Third Bank used Total Expert to modernize its mortgage operations. The bank replaced manual processes with a unified CRM... and customer engagement platform. Loan officers now use digital tools like QR codes and lead capture apps. Customer Intelligence features help identify new opportunities and deepen relationships. The team reports higher adoption and improved community impact, including helping more homeless veterans find homes.
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Total Expert helped Northpointe Bank boost CRM user adoption from 30% to 99%. The platform unified marketing, sales, and communications... for 140 loan officers across 30+ locations. Integrations with tools like BombBomb and Bestow made marketing easier and more consistent. Automated journeys improved customer engagement and reduced support inquiries. Northpointe now uses Total Expert for recruiting, onboarding, and proactive borrower communications.
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Lake Michigan Credit Union used Customer Intelligence to transform its member journey. Before, loan officers had limited data and missed... outreach opportunities. Now, real-time alerts and personalized communication drive proactive engagement. LMCU launched training and advisory boards to ensure adoption. The results: 1,059 loans created, $188.1M funded, and a 69.5% pull-through rate. Two-thirds of loan officers log in weekly, showing strong cultural change.
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Total Expert helped Horicon Bank start their digital transformation. Before, they lacked a centralized CRM and marketing automation platform. Now,... bankers use Total Expert to access more customer data and personalize communications. The platform supports relationship banking and helps teams share information. Automation is making work easier and improving customer experience. Horicon Bank is building a data-driven culture and sees Total Expert as a key partner for growth.
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Total Expert helped Westerra Credit Union fix their disconnected mortgage referral process. Before, leads were lost and teams used manual... methods like spreadsheets and business cards. With Total Expert's Lead Capture App, referrals are now tracked in real time and routed to the right loan officer. Automation frees up staff to focus on building member relationships. Westerra can now measure event outcomes and make smarter decisions. The platform strengthens both internal teamwork and member engagement.
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Horicon Bank used Total Expert to modernize its CRM and centralize customer data. The bank integrated data from Finastra Fusion... Phoenix and Finastra Fusion Analytics to create unified customer profiles. With Total Expert, Horicon Bank launched a personalized onboarding journey for new checking account customers. The platform enabled automated, consistent messaging and improved customer engagement. Horicon Bank also plans to use Total Expert for internal employee training and communication.
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Total Expert helped United Community Bank Mortgage Services automate customer journeys. Catherine Moore used the platform to nurture prospects and... improve communication. Automation increased conversion chances and made it easier for borrowers to manage payments. Loan officers gained more time to focus on new business. Personalized campaigns helped keep the bank top of mind for customers.
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Midwest BankCentre needed to replace its outdated CRM to better serve clients and loan officers. The bank chose Total Expert... to modernize its sales and marketing technology. They are integrating Total Expert with their Encompass loan origination system. This will enable marketing automation and improved customer engagement. Leaders expect the new platform to help increase loan originations and support a digital-first approach.
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Total Expert helped Lake Michigan Credit Union boost member engagement and marketing visibility. LMCU used Total Expert Customer Intelligence to... send personalized messages to over 568,000 members. The platform guided members with automated journeys and alerted loan officers to new opportunities. In just four months, LMCU generated over $30 million in funded loan volume. The solution empowered loan officers and improved member retention.
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Total Expert helped Arvest Bank move from manual tracking to a unified digital system. Before, originators used spreadsheets and sticky... notes, risking lost customer data and missed follow-ups. Focused training made Total Expert easy for loan officers to use daily. Adoption grew as originators saw how it fit their workflow. The platform now helps manage relationships, organize contacts, and uncover new business opportunities. Sales and marketing teams work together better, helping more families find homes.
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Total Expert helped First United Bank modernize its mortgage marketing and customer engagement. The bank equipped over 100 loan officers... with a unified CRM and marketing platform. Within 90 days, the team saw millions in loan volume directly tied to Customer Intelligence alerts. Loan officers used automated campaigns and insights to boost outreach and reduce manual work. The solution improved communication, increased adoption, and delivered measurable ROI.
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Total Expert helped Dart Bank drive $48 million in additional funded loans in just six months. The bank replaced its... legacy CRM with Total Expert to support a hybrid workforce and changing customer needs. Automated journeys and Customer Intelligence alerts enabled more relevant, timely communications. Loan officer productivity grew by over 20%. The bank’s Net Promoter Score also increased significantly.
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Dart Bank used Total Expert to replace an old CRM and improve customer engagement. The bank integrated Total Expert with... tools like Blend and Denim Social to automate communications and marketing. Loan officer productivity increased by over 20%. The bank's Net Promoter Score improved, and email open rates reached 31.8%. Dart Bank now connects with customers at key moments and delivers consistent, relevant messages.
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Total Expert helped Canvas Credit Union automate and personalize member communications. Before, staff used spreadsheets and sticky notes, making it... hard to send relevant messages. With Total Expert, all member and prospect data is unified in one platform. Loan officers now follow daily blueprints and use automated, targeted marketing. Integrations with Outlook, LinkedIn, and more save time. The result: higher productivity, better member retention, and streamlined compliance.
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Total Expert helps Lake Michigan Credit Union keep in touch with clients over many years. Steve Kik uses Customer Intelligence... and marketing automation to reconnect with past clients when they show new mortgage needs. Automated alerts and emails triggered by client activity make sure Steve never misses a chance to help. One client returned after 12 years for another home loan. Total Expert supports long-term relationships and steady repeat business.
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Total Expert helped Wintrust Mortgage modernize its marketing and unify customer data. The company faced fragmented systems and struggled to... support loan originators. With Total Expert, they automated marketing journeys and used Customer Intelligence for better engagement. Wintrust Mortgage delivered 9.4 million emails with a 40% open rate. $200M in loan volume was tied to Total Expert. Platform adoption reached 74% among loan originators.
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Total Expert helped VanDyk Mortgage boost customer retention and automate marketing. The platform unified data from loan origination systems and... created rich customer profiles. Automated alerts and personalized campaigns drove $11M in new loan applications in six months. Sales and marketing teams now work together using customer intelligence and marketing automation. VanDyk Mortgage delivers a better borrower experience and grows business with Total Expert.
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Total Expert helped UCB use marketing automation to improve cross-sell initiatives. The platform lets UCB change customer journeys based on... small characteristics. This helps track ROI and show the value of Total Expert. UCB can now generate business outside of just mortgage. The solution supports better customer engagement and business growth.
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Total Expert Integrated Design Studio helped Mutual of Omaha Mortgage cut marketing material turnaround from 2-3 days to just one business day. Loan officers now... create custom flyers and rate scenarios on their own, reducing internal marketing requests. The platform keeps all materials compliant with brand and regulatory rules. Over 25 loan officers adopted the tool with minimal training. The solution improved efficiency, self-sufficiency, and partner response times.
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Total Expert helped Intercap Lending close over $95 million in loans in six months. The platform automated seven customer journeys... and boosted loan officer efficiency by 15%. Intercap used Total Expert’s CRM and marketing automation to personalize communications and manage compliance. The solution gave Intercap a 360-degree customer view and improved co-marketing with real estate partners. Loan officers became more productive and customer experience improved.
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Total Expert helped First Heritage Mortgage centralize marketing and boost engagement. 52% of originators sent direct emails in Q1 2025,... 21% above industry average. 48% logged in 12+ times per quarter, 13% above average. Print asset creation dropped to 15 minutes per flyer. Integrations with Mortgage Coach and Encompass improved lead management. The platform enabled fast campaign launches and strong personal branding.
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Total Expert helped FirstBank unify its CRM and marketing automation. The bank's mortgage division moved from many platforms to one,... saving time and boosting efficiency. Loan officers now use automated journeys and co-marketing tools to engage borrowers and real estate partners. MLS data integration sped up marketing asset creation. Personalization and segmentation improved, letting FirstBank target customers with the right message at the right time.
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Total Expert helped Evolve Bank and Trust save time and improve workflows. The platform supported brand awareness and made it... easier to reach more clients. Michael Virostko, a home loan consultant, shared that Total Expert helped his business grow. The solution focused on customer engagement and workflow automation for banking.
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Total Expert helps Castle & Cooke Mortgage improve their marketing. The platform supports their business growth in the banking sector.... Christina Bush says they would be lost without Total Expert. The solution makes marketing easier and more effective. Castle & Cooke Mortgage relies on Total Expert for customer engagement.
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FirstBank used Total Expert to combine CRM and marketing automation in one platform. The marketing team replaced multiple systems, saving... time and improving support for loan officers. With Total Expert, they launched personalized campaigns and re-engaged nearly 2,000 borrowers. Their "Borrower Re-Engagement Journey" drove a 54% open rate and $9M in extra loan volume. Loan officers now focus more on building relationships, not managing tech.
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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 reach more clients. The solution made it easier to connect with customers. Evolve Bank and Trust used Total Expert to grow their business.
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Total Expert helps Lake Michigan Credit Union keep in touch with clients over many years. Steve Kik uses Customer Intelligence... and marketing automation to reconnect with past clients. Automated alerts and emails let him know when clients are ready for a new mortgage. One client returned after 12 years for her third home loan. Total Expert makes it easy for Steve to build long-term relationships and get repeat business.
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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 Total Expert. Banks can see how the mortgage company generates business beyond just mortgages. Catherine Moore, vice president and marketing manager, shares this experience.
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Total Expert helped PrimeLending boost loan officer adoption rates for digital campaigns. 90-96% of loan officers use opt-out in-process email... journeys. 91% use customer experience-focused journeys. 84% are enrolled in auto campaigns. PrimeLending built over 160 automated nurture journeys. The platform made marketing more efficient and improved compliance for new hires.
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Total Expert helps PRMG originators work better. The platform is now a key part of their daily process. PRMG leaders... say they can't imagine working without it. Total Expert supports mortgage lending with customer engagement tools. The solution makes work simple and helps teams succeed.
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Total Expert’s Journeys helped a top 10 lender reach loan retention rates over 60%, far above the 18% industry average. The lender used... a Credit Improvement Journey to guide and nurture about 2,000 denied borrowers, leading to 316 new applications and $84M in volume. In six months, they funded 148 loans worth $40M. The solution generated 3,400 actionable insights, helping the lender turn lost opportunities into new customers and more home loans.
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