Total Expert‘s marketing operating system (MOS) is now integrated with Mortgage Coach’s borrower conversion platform.
By pairing Total Expert’s marketing automation capabilities with Mortgage Coach’s loan comparison tool, Total Cost Analysis, loan officers are positioned to create customers for life, the companies claim.
The partnership further expands the ability for lenders to centralize all marketing assets created and deployed into the Total Expert MOS for full oversight and on-demand reporting.
“Mortgage loan officers are working every day to stay front and center with their clients – and our integration with Mortgage Coach makes this a seamless, automated process with beautiful, user-friendly client deliverables,” says Joe Welu, founder and CEO of Total Expert, in a release. “We aim to empower loan officers to build their personal brand within their respective enterprises, grow their business and ultimately create lifelong relationships with their customers. Mortgage Coach is a best-of-breed partner, and together, we can provide lenders with solutions for long-term success.”
Loan officers who use both Total Expert and Mortgage Coach can educate their clients and prospects about their mortgage loan, provide value-added content and further nurture their relationship.
The seamless integration provides alerts, email reporting and engagement indicators within the Total Expert platform to keep loan officers informed when a borrower engages with their Mortgage Coach content.