MINNEAPOLIS, November 30, 2021 (GLOBE NEWSWIRE) – AT Residential mortgage inland, a loan division of Inland Bank serving clients nationwide, competing priorities and manual touchpoints have made it difficult for loan officers to fully support clients on their financial journeys. Between managing borrowers, building their business portfolio and developing relationships with partners, busy loan officers needed the right platform to simplify day-to-day tasks and strengthen collaboration with their credit teams. sales and marketing.
Mortgage loan inland selected Total expert, the leading CRM and customer engagement platform designed specifically for modern financial institutions, to automate customer journeys, nurture running applications, and clearly display opportunities in the customer lifecycle for more tactile connections and more valuable.
With Total Expert, Inland Home Mortgage created automated email paths to engage borrowers after a loan was closed, resulting in a very successful nurture program that drove email open rates to thrice the industry average.
“The capabilities of Total Expert’s Journey help our loan officers build their relationships,” said Ann Dias, CRM Administrator at Inland Home Mortgage. “This smart automation means our loan officers can rely on the platform to take care of the tactical elements while focusing on high impact engagements that positively impact their co-marketing relationships.
With customer data, partnership information, and real-time pricing integrations all in one place, loan officers can meet prospects and customers with the right messages, at the right time, on their preferred channels. The platform also helps loan officers strengthen relationships with real estate partners through native co-marketing functionality that allows them to create compliant and co-branded marketing materials at no additional cost.
“As a single platform for all sales and marketing activities, Total Expert delivers actionable customer data and insights to customer-facing teams, resulting in revenue growth and customer retention. Said Joe Welu, Founder and CEO of Total Expert. “With increased visibility into gaps in the customer journey, loan officers convert more leads, drive results and build lasting relationships with borrowers. “
For more information on Total Expert, visit totalexpert.com.
About the inland residential mortgage
Inland Home Mortgage is a lending division of Inland Bank, a $ 1.2 billion asset bank that primarily provides financial products and services to clients in the Chicago area. With nearly 100 loan officers, Inland Home Mortgage is focused on serving consumers with home loans that support their next step in life – whether they need a fixed or adjustable rate loan, a loan. affordable mortgage, or a loan for new construction or rehabilitation.
About Total Expert
Total Expert is the leading fintech software company offering CRM and customer engagement specifically designed for modern financial institutions. The Total Experience Platform unifies data, marketing, sales and compliance solutions to deliver a consistent experience across the customer lifecycle. Total Expert turns customer knowledge into action to increase loyalty and drive growth for banks, lenders, credit unions and other financial services companies. For more information visit totalexpert.com.