Planet Home Lending Using Total Expert Customer-Focused Tools


National mortgage lender and servicer Planet Home Lending has deployed Total Expert’s CRM and customer engagement platform to increase loan officer productivity, improve marketing and engagement efforts, and enhance customer experiences.

Planet Home Lending will use the Total Experience platform to access a single, 360-degree view of customer profiles, anticipate the financial needs of each customer, and engage them with the right message at the right time. With Total Expert, Planet Home Lending plans to scale more personalized customer engagement across its nationwide network of branches, helping loan officers provide more targeted outreach to new borrowers and existing customers.

“With Total Expert, our loan originators can strengthen relationships with prospects and customers by providing engaging messaging that’s immediately relevant to them,” says Planet Home Lending Chief Marketing Officer Jim McDonald.

“Not only does this help our loan officers be more productive, but it helps move the origination process beyond the transaction and lays the foundation for a lifelong customer relationship,” he adds. “We retain servicing on the vast majority of our originations. Keeping in touch is critical, so the originator is engaged with that customer should they have a life event.”

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