Loan officers can access RatePlug insights within Total Expert to collaborate with agents, connect with borrowers, and personalize communications

Total Expert, the customer experience platform purpose-built for modern financial institutions, announced the integration of RatePlug, a mortgage marketing platform that connects loan officers and agents directly within their local MLS system.

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The integration provides RatePlug insights to loan officers directly within Total Expert, including borrower and agent contact information, new listings, open houses, contracts pending, and availability of special financing. Loan officers can collaborate with agents on co-branded marketing assets and deliver personalized communications based on customer-specific RatePlug data–all under one centralized marketing and engagement platform.

“RatePlug is a value-add for loan officers looking to double-down on agent partnerships and identify a whole new set of borrowers to connect with,” said Brad Springer, president and CEO of RatePlug. “By unlocking the power of RatePlug insights within Total Expert, loan officers and agents alike can benefit from continued partnership and streamline the homebuyer experience–from tour to offer to close.”

Loan officers can leverage RatePlug within the Total Experience Platform to:

• Access borrower and agent contacts from local MLS systems within Total Expert
• Get a more complete view of individual contacts with the addition of RatePlug insights
• Uncover new listings or contracts pending within RatePlug to tailor and personalize marketing outreach and customer engagement

“For loan officers, it’s paramount to make a quality connection right out of the gate,” said Matt Tippets, chief product officer at Total Expert. “Loan officers who tap into RatePlug insights to partner with agents, and make swift and smart marketing decisions based on real-time customer insights, will ultimately drive long-term loyalty and relationships built on trust and personal connections.”

RatePlug is one in a series of marketing and customer engagement integrations and product innovations Total Expert announced this year. The news follows the rollout of Total Expert for Consumer Direct–the first all-in-one sales and marketing platform built on a single data model for direct lending–and TrueIntent, a first-of-its-kind voice of the customer solution for banks and lenders.

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