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Planet Home Lending Looks To Personalize Customer Engagement

Katie Jensen
Jun 17, 2021

Planet Home Lending announced the implementation of Total Expert’s purpose-built CRM and customer engagement platform to increase loan officer productivity.

Planet Home Lending announced the implementation of Total Expert’s purpose-built CRM and customer engagement platform to increase loan officer productivity. This platform transforms marketing and engagement for lenders and improves customer experience. 

Planet Home Lending chief marketing officer Jim McDonald, said, “With Total Expert, our loan originators can strengthen relationships with prospects and customers by providing engaging messaging that's immediately relevant to them.”

Total Expert scales more personalized customer engagement with a 360-degree view of customer profiles, anticipate financial needs and engage them with the right message. The platform also helps loan officers provide targeted, authentic outreach to new borrowers and existing customers.

"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. 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,” McDonald continued. 

Sue Woodard, Chief Customer Officer at Total Expert, said, “Planet Home Lending is dedicated to providing the best possible experience for their customers. We're proud to be a technology partner that helps them accomplish that goal.”

“We believe financial institutions have a responsibility to serve as trusted advisors to their customers, and we’re excited to join Planet Home Lending as they continue to partner with their customers on their financial journeys,” Woodard added. 

For more information on Total Expert, visit totalexpert.com.

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