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Banking Case Studies and Customer Success Stories with Total Expert
Wintrust Mortgage
- Banking
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’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 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 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 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.
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.
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.
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, s...hared that Total Expert helped his business grow. The solution focused on customer engagement and workflow automation for banking.
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 quarte...r, 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.
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 automat...ed 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.
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 Expe...rt’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.
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 scenari...os 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.
Total Expert helped NewFed Mortgage Corporation boost platform adoption and drive growth. NewFed used Customer Intelligence to create data-rich profiles and improve customer retention. They saw a 12%... increase in recapture rate and generated 132 applications worth $63.4 million. Email open rates rose above 40%, far above the industry average. Personalized outreach and targeted alerts led to more funded loans and better customer engagement.
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 va...lue of Total Expert. UCB can now generate business outside of just mortgage. The solution supports better customer engagement and business growth.
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 p...ersonalized 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.
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 automate...d 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.
Financial Services Case Studies and Customer Success Stories with Total Expert
VanDyk Mortgage
- Financial Services
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.
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 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.
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 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.
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 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.
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 engag...ement 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.
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 plat...form 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.
Construction Case Studies and Customer Success Stories with Total Expert
Lake Michigan Credit Union
- Credit Unions
Total Expert helps Lake Michigan Credit Union keep strong client relationships. Steve Kik uses Customer Intelligence and marketing automation to stay in touch with clients for years. When a past clie...nt listed her home after 12 years, an alert triggered an automated email. The client reached out to Steve for her next home loan. Total Expert makes it easy for Steve to get repeat business and referrals.
Other Industry Case Studies and Success Stories with Total Expert
NFM Lending
- Mortgage 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.
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 d...enied 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.
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.
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.
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.
