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News : Planet Home Lending Humanizes Marketing and Customer Engagement with Total Expert

#contactcenterworld

Minneapolis, MN, USA, June, 2021 -- Planet Home Lending, a national mortgage lender and servicer, announced implementation of Total Expert’s purpose-built CRM and customer engagement platform to increase loan officer productivity, transform marketing and engagement efforts, and improve customer experiences.

Planet Home Lending will use the Total Experience Platform to access a single, 360-degree view of customer profiles, anticipate the financial needs of each customer, and engage them with the right message, at the right time.

With Total Expert, Planet Home Lending plans to scale more personalized customer engagement across its nationwide network of branches, helping loan officers provide more targeted, authentic outreach to new borrowers and existing customers.

"With Total Expert, our loan originators can strengthen relationships with prospects and customers by providing engaging messaging that's immediately relevant to them," said Planet Home Lending Chief Marketing Officer Jim McDonald. "Not only does this help our loan officers be more productive, but it helps move the origination process beyond the transaction and lays the foundation for a lifelong customer relationship. We retain servicing on the vast majority of our originations. Keeping in touch is critical, so the originator is engaged with that customer should they have a life event."

"Planet Home Lending is dedicated to providing the best possible experience for their customers. We're proud to be a technology partner that helps them accomplish that goal," said Sue Woodard, Chief Customer Officer at Total Expert. "We believe financial institutions have a responsibility to serve as trusted advisors to their customers, and we’re excited to join Planet Home Lending as they continue to partner with their customers on their financial journeys."

#contactcenterworld

Posted by Veronica Silva Cusi, news correspondent
Source: https://www.globenewswire.com


About Total Expert:
Company LogoTotal Expert Inc. provides the first modern, web based, enterprise-level sales and marketing software solution built specifically for mortgage and real estate. Sales, marketing, and compliance are aligned in a single system of record with tools including CRM, Marketing, and Co-marketing. Every marketing asset ever created, downloaded, or deployed is tracked with on-demand audit level reporting.
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Today's Tip of the Day - Utilize Time & Money Saving Tools

Read today's tip or listen to it on podcast.

Published: Monday, June 21, 2021

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2024 Buyers Guide Automation

 
1.) 
Call Adapt

Soundboard Software
Call Adapt is a cloud-based digital soundboard application designed for contact centers. It works with any type of call and integrates with your existing dialer system. Powered by smart audio technology, Call Adapt gives your agents the ability to converse with customers in real time using programmed keyboard shortcuts. The result is perfect pitch delivery and less time spent on repetitive tasks.

2.) 
eGain Corporation

eGain Solve
Proven, Easy, and Guided Journey to Automate Customer Engagement in a Digital+AI World

3.) 
Pointel

Genesys Identity and Access Manager
Automated Provisioning Solution for Multi-Vendor Communication Platforms

Managing agent profile data across multiple systems is a big challenge for contact centers. The manual tasks of agent provisioning, decommissioning, daily change exercises, skill level synchronization, license recovery and detailed reports on usage are tedious, time-consuming, and often expensive for businesses.

Managing ID and access within a contact center is further complicated by profile information and requirements that vary from application to application. Automating the processes of onboarding and off-boarding in contact centers helps overcome these challenges and enhances agents’ productivity.

Pointel I...
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