Craig Rebmann and Mike Russell pull back the curtain on how AI, CRM, and pricing innovation are changing the way lenders connect with borrowers. Get an inside look at the tools and strategies driving faster, more personalized mortgage experiences.
Borrowers who engage with Total Expert’s marketing or sales campaigns can have their data moved directly into the Empower LOS to kick off the loan process without delay.
Triggered by Empower LOS data, Total Expert delivers timely, personalized updates to borrowers and real estate agents throughout the loan process.
Once a loan closes in the Empower LOS, the integration feeds rich post-close data back into Total Expert to activate targeted retention campaigns.
The integration automatically transfers new leads, contact details, updates, and more from Total Expert into the Empower LOS, eliminating duplicate data entry and ensuring loan officers always work with the latest customer insights.
At the same time, key customer information and data from the Empower LOS—such as loan status milestones, approval dates, and closing dates—instantaneously update customer contact records in Total Expert. The cohesive arrangement helps lenders modernize customer engagement, using data to educate, engage, and advise customers throughout the entire loan lifecycle.
“This two-way integration will help lenders move faster with exceptional insights to stay ahead of consumer expectations. We prioritized Total Expert’s leading platform because we believe this will be a powerful partnership that provides for our clients.”
– Sean Dugan
CEO of Dark Matter Technologies
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange. To learn more, visit totalexpert.com.
Craig Rebmann and Zac Basile explore how capital markets innovation is changing origination economics. Learn how Polly’s platform delivers granular pricing, automated locks, and flexible tools that drive profitability and streamline workflows inside Empower LOS.
Fine-tune margins, eligibility, LLPAs, and more with 120+ stock parameters plus unlimited custom fields. Build differentiated programs that compete without unnecessary concessions.
Empower pushes live loan data to Polly. Locks execute automatically with customizable rules, syncing instantly back into LOS workflows. Scale volumes without adding staff to the desk.
Support for retail, TPO, correspondent, and portfolio lending in one engine. Tie origination pricing directly to secondary-market strategies for optimized pull-through and profitability.
This integration connects Polly’s PPE directly with Empower LOS. Loan data updates flow securely into Polly’s APIs, ensuring Polly remains the system of pricing record, while lock confirmations return to Empower. This eliminates duplicate entry, reduces errors, and ensures originators always quote the latest pricing.
With Polly integrated inside Empower’s open ecosystem, lenders gain expanded choice and control over how they operate. Always-current LOS data ensures accurate, granular pricing in real time, while automated lock workflows boost efficiency by reducing manual interventions and escalations. At the same time, pricing strategies remain aligned with best-execution and capital markets goals, protecting profitability and strengthening overall performance.
