As it becomes more complex for lenders to build connections with customers in the digital age, Total Expert is humanizing the customer journey with deeper data insights and intelligent automation capabilities purpose-built for modern lenders.
Its Customer Intelligence product analyzes data from multiple sources to identify key life events and intent signals, helping lenders understand when customers have a mortgage need. Those insights fuel Total Expert’s dynamic Journeys that automatically trigger timely, personalized messages across email, text, and other channels—while identifying opportunities for loan officers to reach out directly. Together, these tools help financial institutions connect with customers in more authentic, meaningful ways, providing building blocks to longterm relationships.
Since 2022, over 120 financial institutions have implemented Customer Intelligence, driving $30B+ in loan applications and $19B+ in funded loans. Total Expert also powers over 30% of all U.S. home loan transactions, representing $1T+ in volume.
The Total Expert platform ultimately goes beyond simply collecting and housing data—it turns data into actionable insights, enabling lenders to create deeper relationships and position themselves as trusted financial partners for life.
What Sets Total Expert Apart:
Key technologies:
- Customer Intelligence: AI-driven insights alert lenders to financial activity, enabling customer engagement at key life moments.
- Dynamic Journeys: Blend digital touchpoints with personal outreach to create personalized experiences.
- Engage SMS: Real-time, two-way messaging with built-in compliance guardrails.
- Industry-Leading Compliance: Purpose built for the complex needs of financial institutions, ensuring all interactions meet regulatory standards.
Proven results:
- Increases loan retention to over 60%, compared to the 18% industry average.
- 3x Relationship Growth: Personalized campaigns help lenders cross-sell one new product within the first six months.
- 2x Pipeline Growth: Drives 100% more conversions and 20% more closed loans than other platforms.
