The Average Homeowner’s Home Equity has Tripled in the Past Three Years 

To capture opportunities in the current market, you need to understand each customer’s needs and educate them on their options. 

With home equity rising, financial institutions have an untapped $18 trillion opportunity. However, the challenge lies in identifying equity-rich homeowners and providing them with the necessary guidance on how they can leverage that equity to support their financial goals. Real-time equity information is the key, but many lenders struggle with data fragmentation. To seize this opportunity, they need a modern customer engagement platform capable of delivering personalized insights at scale. 

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Help your loan officers act on data insights instead of gut instincts 

Total Expert Customer Intelligence supercharges lead generation to better serve your customers at every financial milestone. By continuously enriching your customer records with data on the equity they have in their home, Customer Intelligence is able to surface opportunities that would otherwise slip through the cracks. Now, loan officers can easily identify, segment, and engage equity-rich customers with the products and services that are most relevant to their needs—delivering a seamless, personalized customer experience with every interaction.



Customer Intelligence

Learn how our Customer Intelligence tool monitors your database for specific behaviors to surface opportunities for your team to engage consumers at critical points in their financial journey. 



Drive lending volume in any market

Read our blog that recaps the first year of Total Expert Customer Intelligence to see how it helped banks, credit unions, and lenders generate nearly $10 billion in additional loan applications. 

See how Total Expert can help you build deeper relationships and create perfect financial journeys.