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The Total Experience Platform will help New Fed Mortgage unify customer data by connecting technologies through an open API, ultimately creating a single source of truth that loan offers can access for a timely look at their customers’ unique financial needs, according to the release. New Fed Mortgage loan officers will gain a holistic customer view, which they can use to maintain and cultivate highly-personal relationships.
"With Total Expert, we can empower our loan officers with the digital tools they need to streamline the lending process and deploy automated marketing to their customers," said Brian D’Amico, CEO and president of New Fed Mortgage. "Armed with a singular, 360-degree view of their customers, they can personalize outreach and become more productive while affirming their roles as trusted financial partners at every touchpoint."
Total Expert and New Fed Mortgage share a belief that customers have a right to a personalized experience during every financial transaction, according to the press release. By keeping customers at the center of every interaction, the Total Experience Platform will facilitate custom communication based on personal preferences.
"At Total Expert, we believe that every interaction a customer has with their lender either builds trust, or erodes it," said Sue Woodard, chief customer officer at Total Expert. "The New Fed Mortgage team understands the power of personalized outreach paired with smart marketing automation."