Total Expert and 6 Solutions Announce Integration to Accelerate Broker and Loan Officer Recruitment

Wholesale and retail lenders leverage 6 Solutions data within Total Expert to improve broker and loan officer recruitment and engagement strategies

Total Expert, the customer experience platform purpose-built for banks and lenders, announced the integration of mortgage market data and analytics platform 6 Solutions, a housing and banking data startup transforming how banks and lenders make strategic growth decisions. The integration empowers lenders with the data and engagement tools needed to find, attract, and retain mortgage brokers and loan officers.

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“Attracting top talent is critical for growth across lending channels,” said Josh Lehr, director of technology alliances at Total Expert. “By partnering with 6 Solutions, one of the most robust business intelligence platforms in the mortgage industry, we’re able to close the data knowledge gap and arm recruiters with powerful marketing automation technology to grow their workforce and overall loan volume.”

The Total Expert and 6 Solutions integration brings data into Total Expert by leveraging more than 60 different data sources within the 6 Solutions platform, delivering a single source of truth for lenders. Through the patent pending process that filters and sequences the data to ensure its accuracy, lenders can research and create targeted lists of broker and loan officer contacts, and seamlessly export those leads into Total Expert for a central data source for recruitment activities. As a result, lenders can focus their loan officer and broker recruitment efforts based on their specific type of originations (FHA, VA, jumbo, etc.) so they can fill the right gaps in their workforce. Lenders can automate outreach, nurture leads, and manage workflows across their teams at scale.

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“This partnership is a game-changer for wholesale and retail recruiters looking to expand their pipeline and deliver a consistent and repeatable strategy from the time they source a candidate to onboarding,” said Jeff Walton, CEO at 6 Solutions. “We’re beyond excited to partner with Total Expert to enable the most powerful marketing intelligence platform in the mortgage industry.”

Additionally, for wholesale lenders, the integration provides visibility into their share of originations with each broker to determine if there is room for growth and better understand their broker relationships across the market.

The 6 Solutions integration is available today for all Total Expert customers, providing a key component in managing recruiting efforts within the leading CRM and customer engagement platform to create a better experience for lenders and loan officers. In particular, it elevates the functionality within Total Expert for Wholesale by enabling wholesalers to build better relationships with brokers.

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