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Putting the Power of CRM Marketing at Your LOs Fingertips

Sending the right communications at the right time can turn a prospect into a borrower, or an abandoned application into a closed loan.

SimpleNexus’ integration and two-way sync with Total Expert brings the power of CRM marketing as close as your loan originators’ (LOs) mobile device—improving efficiency, borrower satisfaction and accelerating pull-through rates.

With SimpleNexus and Total Expert, Your Loan Team Can:

Import Total Expert contacts into SimpleNexus for a mobile, 360-degree customer view.

Capture new leads and update existing customer information with every mobile or online interaction.

Share the app directly with contacts originated in Total Expert or SimpleNexus.

Understand where each borrower is in the lending process—anytime, anywhere.

Automatically send customized marketing messages when prospects take specific, pre-LOS actions.

“We have been using SN since 6 months now and cannot speak enough good things about them! Giving our LO’s a mobile tool that allows the borrower to stay connected in the loan process at all times, and do everything they need to in the loan process in one app has been huge for us!”

Kristen Taylor,Flat Branch Home Loans