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Total Expert Launched Its Sales And Marketing Platform For The Direct-To-Consumer Market

Director of Events
Jun 28, 2021

Total Expert launched the industry's first sales and marketing platform for the direct-to-consumer mortgage market.

Total Expert for Consumer Direct is the industry's first single data model for direct lending, according to the company. Features include marketing automation, lead management and CRM capabilities. 

The company states that this new model gives lenders the ability to develop a stronger understanding of their customers based on their unique financial needs. 

Total Expert believes that global pandemic popularized online home buying in 2020, however, the concept won't be disappearing anytime soon. According to a press release40% of millennials, the fastest-growing home buying group in the country, recently said they’d buy a home entirely online. That means lenders aren’t just competing on rates and loan terms, but also on their direct-to-consumer digital experience, according to the company. Also noted is the fact that millennials obtain an average of six quotes before deciding on a lender, which points to a sure increase in competition across the board.

“Speed alone doesn’t cut it anymore. Lenders must immediately drive value to earn new customers. Until recently, lenders looking to deliver a holistic consumer-direct experience have had to piece together different systems to manage leads, automate marketing, and drive high-touch engagement,” said Josh Lehr, director of technology alliances at Total Expert. “As the first platform built on a single data model for direct lending, Total Expert for Consumer Direct empowers lenders to stand out as the fastest and most valuable contact in today’s competitive digital lending environment.”

“As borrowers look to their lenders to deliver value beyond the first point of contact and throughout the lifetime of a loan, lenders must be able to effectively utilize the customer information at their fingertips to build a connection from first contact and beyond,” added Joe Welu, founder and CEO of Total Expert. “Getting a lead on the phone first is no longer enough. Lenders need to make a humanized connection and deliver a better, faster, digital loan experience from the very first interaction.”

Total Expert also teased a series of major innovation announcements as the year progresses. 

About the author
Director of Events
Navi Persaud is Director of Events at NMP.
Published
Jun 28, 2021
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