TOTAL EXPERT FOR WHOLESALE

Build Relationships with Top Brokers

Attract, engage, and retain consumers equally across retail, direct, and wholesale channels with the leading marketing and customer-engagement platform for banks and lenders.

“Providing our broker partners with industry-specific technology and content sets us apart while helping our partners grow their business. It is a win-win and we love it.”


BILL DALLAS
President of Finance of America

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Purpose-Built for Mortgage Lenders Like You

 

Grow market share with data and marketing automation that lets brokers understand and engage on each customer’s needs and life events.

Provide brokers lender-labeled tools to engage and retain customers with customizable journeys and pre-built content.

Strengthen broker relationships with personalized communications to active brokers about tools and content they need to grow their business.

Close more loans by automating customer recapture and retention campaigns on behalf of brokers.

Ensure compliance by consolidating brand- and regulatory-approved marketing materials and campaigns.

Attract, engage, and retain customers across channels with Total Expert for Wholesale

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Trusted by Top Mortgage Leaders

Build Broker Relationships with the No. 1 Solution

Total Expert was named the top mortgage lead management and CRM provider for customer satisfaction and lender loyalty by STRATMOR Group.

Broker and contact management.

Automated engagement programs.

Broker enablement.

Reporting and analytics.

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Attract, engage, and retain customers across channels with Total Expert for Wholesale

LET'S TALK

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