Total Expert Enhances Marketing/CRM Platform Through Optimal Blue’s Advanced API Technology

PLANO, Texas--()--Optimal Blue, architect and operator of the mortgage industry’s digital marketplace, announced today that the company has partnered with Total Expert Inc. to further increase productivity and drive revenue with robust contact and database management tools for every facet of a user’s business.

This integration allows enterprise lenders that utilize Total Expert’s Marketing/CRM platform to increase efficiency and time savings by eliminating the need to navigate between multiple systems. In addition, users can further enhance marketing campaigns – including single property websites, pricing flyers, email campaigns, and more – with dynamic, real-time product eligibility and pricing data down to the loan officer level. LOs will also have access to their specific pricing across the country and be able to run various unique scenarios. The seamless connection between Total Expert and Optimal Blue’s new API also empowers lenders to deliver dynamic marketing content that is easily created, deployed, and tracked within Total Expert’s central system of record.

“Optimal Blue is focused on developing technology partnerships with leading-edge companies equally determined to shape the future of the mortgage industry,” said Optimal Blue CEO, Scott Happ. “The CRM solutions provided by Total Expert allows for true end-to-end management and aligns perfectly with Optimal Blue’s vision to enable an ecosystem of technology innovators serving Optimal Blue customers.”

“Many of our customers are considered ‘gamechangers’ who demand technology built for the future of the industry. The functionality enabled by the Total Expert-Optimal Blue partnership is a perfect example of how API based integrations will provide companies new ways to optimize their business through innovation. Total Expert is committed to integrating with best-in-class solutions like Optimal Blue as we continue to aggressively enhance our platform based on the needs of our customers,” said Total Expert CEO, Joe Welu.

ABOUT TOTAL EXPERT, INC.

Total 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. The highly flexible profile based architecture provides precise permission controls and hierarchy settings for endless custom reporting and analytics options based on the unique preferences of the customer.

www.totalexpert.com.

ABOUT OPTIMAL BLUE

Optimal Blue operates the mortgage industry’s digital marketplace, connecting lenders, investors and providers. At the center of our marketplace is a robust analytics engine containing the industry’s largest library of loan programs and real-time loan pricing data. The engine is surrounded by a workflow automation system enabling lenders to price, lock and sell mortgage loans while managing risk and maximizing efficiency. Through marketplace participation, investors gain access to the largest network of lenders and brokers in the industry while leveraging tools to automate data exchange, improve decision making and source new business. Value-added providers represent an important third group of marketplace participants, consuming pricing data to enhance the value of their solutions for Optimal Blue lenders. Together these lenders, investors and providers form a unique, multi-sided marketplace touching one of every four mortgage loans closed nationally each year.

Contacts

Optimal Blue
Trey Garrison, 972-665-5705
Communications Manager
tgarrison@optimalblue.com

Contacts

Optimal Blue
Trey Garrison, 972-665-5705
Communications Manager
tgarrison@optimalblue.com