Connect your Total Expert CRM to make loading clients even easier
Total Expert is a leading customer experience platform that delivers a purpose-built CRM and customer engagement platform for modern financial institutions. The Total Expert platform unifies data, marketing, sales, and compliance to enhance the borrower experience and support meaningful engagement throughout the entire customer lifecycle.
With the Total Expert integration to Homebot, client management is made easy.
We’ve automated client uploads, allowing lenders to streamline the delivery of Homebot digests, further enhancing the lender-borrower relationship. Contacts can be assigned a unique group, which will immediately upload those contacts to Homebot with their unique loan and home information. The integration also allows Total Expert customers to use the Journeys feature to upload new contacts into Homebot automatically once they’ve met a specific criteria, or achieve specific triggers within a Journey.
The Total Expert + Homebot integration is currently in Beta and available to limited customers only. To be notified when the integration is available, please subscribe here.
Manual uploading your database is no longer necessary. Get setup on Homebot easily by automatically loading your clients from a unique Homebot group
Set up a unique group or Journey to automatically add new clients and leads to Homebot
Automatically update prospect and client information loan information in Homebot directly from Total Expert
Build trust and connection by providing valuable home finance information every month to your entire database of prospects and clients
Streamline business operations and enhance functionality by connecting Homebot with the tech you use everyday to drive client engagement, retention, and new business.
Enhance the Homebot digest and increase your pipeline with Mortgage Coach’s Total Cost Analysis