Create a better borrower experience with the top-ranked CRM and customer engagement platform built exclusively for financial services. With Total Expert, mortgage lenders implement faster because the platform is already built for them. Lenders also close more loans, retain more borrowers across lending channels, and experience significantly higher profitability.
Retention Rate
Loan retention rates climb to more than 60%, more than double the 18% industry standard.
Productivity Increase
With all teams working in sync, productivity increases more than 20% from improved efficiency across sales, marketing, and compliance.
Year 1 Revenue Increase
In one year, loan production increases 20% per loan officer; more than 40% by year three.