Financial Brands
Achieve 321% ROI with Total Expert

Intelligent automation empowers loan officers to focus on building human relationships to win more business



Download Forrester’s Total Impact StudyTM of the Total Expert Marketing Operating System® (MOS)

One of the biggest challenges around digital transformation is ensuring your efforts are successful and being able to demonstrate concrete business outcomes.

That’s why we commissioned Forrester Consulting to conduct “The Total Economic Impact of the Total Expert Marketing Operating System (MOS): Cost Savings and Business Benefits.”

Over the course of the study, Forrester Consulting interviewed Total Expert customers to uncover the benefits, costs and risks associated with the Total Expert MOS. Use these results as a framework to evaluate the financial impact of switching to the Total Expert MOS.

Get your free copy of the September 2019 study to learn how a composite organization achieved:

  • 321 percent ROI.
  • A nine-month payback.
  • 5.9 incremental new loans annually per loan officer.

Here's What Forrester Discovered

5.9 New Loans

Per Loan Officer



9 Months


(based on a composite customer profile developed from Total Expert customer interviews and Total Expert customer data).

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

“We needed an excellent solution that both encouraged adoption and eliminated third-party tools. And we found that in Total Expert.” - Director of Integration and Branch Management

“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