Homebot integrates the Total Expert platform for relations with mortgage lenders


Homebot has integrated with Total Expert, a CRM and customer engagement platform for financial institutions. The integration automates client list management, allowing mortgage lenders to streamline delivery of Homebot summaries and immediately build client relationships.

“With the mortgage market rapidly changing, the consumer experience is more important than ever,” said Charlie Pratt, CEO of Homebot. “Enabling owners and buyers to engage with personalized educational content on their terms results in a high-fidelity approach to relationship building and a natural conversation starter for our customers who proactively monitor customer engagement. their consumers. By partnering with Total Expert, we’re creating an even easier way for lenders to build these meaningful relationships at scale.”

With this new integration, Total Expert contacts can be assigned a unique group, which will automatically upload those contacts to Homebot with their unique loan and home information. Total Expert customers can also use Total Expert’s Journeys feature to automatically upload new contacts into Homebot when those contacts meet specific criteria or reach specific triggers in a Journey. This integration marks the first of two announcements, ultimately aimed at unlocking Homebot’s customer behavioral data in Total Expert’s CRM.

“Consumers are looking for financial wellness knowledge and education, and the lenders who offer these services stand out,” said Joe Welu, Founder and CEO of Total Expert. “That’s why it’s imperative that financial institutions deploy a new approach to marketing – one that educates, engages and advises consumers on financial literacy and health. Partnering with Homebot is a natural fit to enable our customers, like Fairway, to continue to deliver value and build deeper relationships through a relevant and relatable customer journey.


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