Total Expert Extends Platform to Wholesale Mortgage

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Total Expert, which offers an enterprise-grade marketing and customer engagement platform purpose-built for financial services, recently launched Total Expert for Wholesale, a solution geared for mortgage lenders seeking to add and/or grow a wholesale channel.

The new solution will help mortgage lenders attract, engage and retain customers equally across retail, direct, and wholesale channels, the company says on s release.

“With wholesale market share growing 40% in the last five years, lenders can now diversify into this channel faster with Total Expert,” says Joe Welu, founder and CEO of Total Expert.  “Wholesale lenders use Total Expert to build stickier broker partnerships, empower brokers to close more loans, and foster customer relationships that last a lifetime.”\

Total Expert keeps wholesale lenders safe with world-class compliance while giving broker salesforces creative freedom on customer marketing and engagement.

It also helps lenders do the following:

  • 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-branded 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.

“Brokers and the wholesalers who power them now serve almost 15 percent of U.S. mortgage customers,” adds Welu. “Total Expert will relentlessly help wholesalers and brokers grow and retain these customer relationships for life.”

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