Homebot Integrates Total Expert Platform for Mortgage Lender Relationships


Homebot has integrated with Total Expert, a CRM and customer engagement platform for financial institutions. The integration automates client list management, allowing mortgage lenders to streamline the delivery of Homebot digests and develop customer relationships right away.

“With the mortgage market rapidly changing, the consumer experience is more important than ever,” says Charlie Pratt, CEO of Homebot. “Allowing homeowners and homebuyers to engage with personalized educational content on their terms results in a high-fidelity approach to relationship building, and a natural conversation starter for our customers who proactively monitor their consumers’ engagement. In partnering with Total Expert, we’re creating an even easier way for lenders to build those meaningful relationships at scale. “

With this new integration, contacts in Total Expert can be assigned a unique group, which will automatically upload those contacts to Homebot with their unique loan and home information. Total Expert customers can also use the Journeys feature in Total Expert to upload any new contacts into Homebot automatically when those contacts meet a specific criteria or achieve specific triggers within a Journey. This integration marks the first of two announcements, ultimately aiming to unlock Homebot’s client behavioral data into Total Expert’s CRM.

“Consumers crave knowledge and education on financial wellness, and the lenders that offer these services are setting themselves apart,” states Joe Welu, founder and CEO of Total Expert. “That’s why it’s imperative that financial institutions deploy a new approach to marketing – one that educates, engages and advises consumers toward financial literacy and health. Partnering with Homebot is a natural fit to empower our customers, like Fairway, to continue delivering value and building deeper relationships through a relevant, relatable customer journey.”

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