Get the Study
Forrester’s Total Impact Study™ of the Total Expert Marketing Operating System® (MOS)
Why Total Expert?
Drive Productivity
Increase loan officer, marketing, and compliance productivity to impact the pipeline and close more loans.
Align with Business Goals
Uncover how Total Expert satisfies key business goals and objectives.
Experience the Benefits
See firsthand how mortgage lenders experience year-over-year cost savings and business benefits across their organization.
Grow Your Business
Get a framework to evaluate the financial impact and ROI potential of switching to the Total Expert MOS.
forrester discovered
5.9 new loans per loan officer, per year.
321% ROI.
9 months payback.
(Based on a composite customer profile developed from Total Expert customer interviews and Total Expert customer data).
Trusted by Industry Leaders
Here's what our customers said
“I believe Total Expert’s ease of use not only increases loan officer selling time, productivity, and revenue, but it also plays a role in retaining loan officers – keeping them here longer.”
DIRECTOR OF MARKETING OPERATIONS
“For loan officers and assistants, we can attribute productivity improved to Total Expert MOS for activities related to lead management, client engagement, and new sales channels.”
MULTIPLE CUSTOMERS
“We needed an excellent solution that both encouraged adoption and eliminated third-party tools. And we found that in Total Expert.”
DIRECTOR OF INTEGRATION & BRANCH MANAGEMENT