5.9 Additional Loans Per Year 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)



What can you do today to increase loan officer productivity – to impact the pipeline and close more loans?

You empower them to drive efficient, scalable growth with every interaction by centralizing their tools, workflows and data.

Forrester Consulting recently conducted a commissioned study in which they interviewed and analyzed the cost savings and business benefits seen by mortgage lenders who migrated to the Total Expert MOS.

Download this September 2019 study and get a framework to evaluate the financial impact of switching to the Total Expert MOS.

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

“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 and Branch Management