Top 7 Reasons Mortgage Lenders 
Love Total Expert


When it comes to technology, you want premium features and integrations, data insights, and built-in marketing compliance – all from a single, centralized solution. That’s a tough combination to find. But one company delivers on all fronts. Here are seven reasons mortgage lenders like you are loving Total Expert's Experience Platform.

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1. They grow at 2x their competition.

Mortgage lenders using Total Expert are growing at 2x the speed. By combining marketing, sales, and compliance in one system, teams are able to maximize productivity, streamline their workflows, and maximize every touchpoint with their customers.

“Total Expert really allows us to keep in close contact with our customers throughout the entire loan lifecycle. When we recruit someone now, it’s the first thing we show out of the gate.”

Dan Catinella, Chief Digital Officer
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2. Ranked #1 in Overall Satisfaction and Lender Loyalty

Total Expert outranked the competition in a 2020 STRATMOR Group survey of top lead management and CRM platforms.

3. It’s the foundation to modern sales and marketing.

The lenders that win are breaking down siloes between sales and marketing to unify their data into a single platform so they can serve meaningful data insights to their teams. With Total Expert, mortgage marketers can offer a 360-degree view of their customers to deliver a seamless customer experience that builds trust and unlocks revenue.

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4. You’re in good company.

Total Expert powers 30% of the entire mortgage industry, including 9 of the top 10 lenders in the country. Whether your team is big or small, Total Expert gives you the tools, the best practices, and the team to succeed. Simply put? Its best-in-class Experience Platform sets you up to win.

5. Innovation is in Total Expert’s DNA.

Total Expert is building tech to solve the most challenging problems in the industry. Their Experience Platform is built exclusively for and trusted by industry leaders and they partner with the most powerful technology solutions you already have in place. 


6. Total Expert partners with you to meet you where you are.

When you join the Total Expert family, they work alongside you to ensure your success. Your problems become their problems. You can trust you are in good hands with 24/7 support and a dedicated customer success manager.

“My department was drowning. We specialize in customized design and print marketing, and everything had to be done by hand. This is a system that will help us keep the things we like about our marketing department, but it makes it better for us. My team can produce more now.”

Chelsea Vonder Haar, Marketing & Public Relations Manager
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7. Total Expert lives and breathes mortgage.

From pre-approved marketing and co-marketing templates to streamlined compliance, you can increase your speed to market and avoid costly mishaps. Total Expert was created for experts in the mortgage industry by experts from the mortgage industry. Total Expert gets it, and they’ve got your back.

Are You Ready to Level Up Your Marketing?

Discover how modern marketing leaders are using the Total Expert Experience Platform to turn exceptional customer experience into real results.