Summary
Mortgage lenders can use Total Expert’s CRM and Cotality’s OneHomeowner engagement platform together, without having to navigate two separate systems.
How it works
- Connect your Total Expert account to OneHomeowner
- Onboard homeowners, enrich your contacts, and get activity alerts & notifications – all within Total Expert
How you benefit
- Build and nurture homeowner relationships without having to learn another system
- Enrich your Total Expert contacts with data from Cotality, the market leader in homeowner intelligence
How to use it
- Contact your account representative to activate the Total Expert <> OneHomeowner integration
- Onboard your past clients, sphere contacts, and leads directly from Total Expert contact records
- Get notifications to your Total Expert contacts when homeowners are likely to borrow, engaging in hubs, shopping for homes, and moving
- Automatically onboard homeowners from funded loans
