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Yesterday’s borrower is tomorrow’s return customer. Producers who stay connected and engaged with homeowners after closing day will continue to drive pipeline—whether it’s from customers who want to refinance, who want to find a new home, or who refer their friends and family.
With the addition of Life Event data to our Customer Intelligence solution, we’ll help you identify key milestones in your contacts’ lives (such as getting married, becoming a parent, or reaching retirement age) so you can reach out to provide the service and support they need when they need it most.
In this on-demand webinar, our in-house mortgage experts discuss how lenders and loan officers can leverage Life Event data to build deeper relationships and win customers for life.
Total Expert Chief Lending Officer
Total Expert VP, GTM Strategy
Total Expert Director GTM Strategy
Total Expert Strategic Sales Engineer
1600 Utica Ave S. Suite 800
Minneapolis, MN 55416
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.