Liberty Home Mortgage Deploying Total Expert Customer Intelligence


Liberty Home Mortgage has added Total Expert’s Customer Intelligence solution to its technology stack, enabling the lender to leverage customer data to identify growth and cross-selling opportunities and deploy custom, compliant marketing materials.

“It’s becoming increasingly difficult to capture leads in today’s housing market,” explains Ian Shirey, operations manager at Liberty Home Mortgage. “Our team needed a tool that made marketing and communications easier for our loan officers so they could spend more time educating customers and building trusted relationships. Our loan officers are excited to ramp up their digital presence with a library of compliant marketing materials available at their fingertips and have access to the data and insights needed to build deeper customer relationships.”

Customer Intelligence monitors customer databases to provide Liberty Home Mortgage with customer behavior and intent data, like when a customer lists their home on the market or reaches a specific equity threshold, to identify leads that would have otherwise been missed.

“Today’s modern lenders know the imperative to leverage data and intelligence in order to drive deal flow and enable customer-facing teams,” says Joe Welu, founder and CEO of Total Expert. “We can’t wait to help Liberty Home Mortgage deliver fast results for loan officers.”

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