MINNEAPOLIS--(BUSINESS WIRE)--American Pacific Mortgage Corporation (APMC), the 12th largest retail mortgage company in the country, has selected Total Expert to be their CRM, Marketing, and Co-marketing technology platform for the future.
This selection was made based on a rigorous vendor selection process. A Request for Proposal (RFP) was issued to 17 different CRM vendors. Each vendor was reviewed and vetted by the CRM Selection Committee which consisted of ~20 people including Loan Officers, Branch Managers, Marketing, Compliance, IS, Production Technology and Executive leadership.
Based on in-depth feature and technical discussions to ensure that APMC has the most robust solution both now and in the future, Total Expert was selected as the platform best suited to help APMC grow production.
Keith Becher, Chief Operating Officer at APMC stated: “Finding the right CRM was one of our highest priorities. The vendor had to provide excellent marketing resources and support, social media management capabilities, and seamless system integration with our other platforms, and be as serious as we are about providing tools to make our producers look great. Total Expert was the only solution that fully met all of these requirements!”
Total Expert will provide integrated customer relationship management (CRM), lead management, and sales and marketing tools within a single system of record for APMC’s 170+ retail branches in 19 states with more than 800 loan officers.
Total Expert has changed the expectation of mortgage companies and loan officers everywhere. Their marketing system of record will fully integrate with APMC’s mobile application, loan origination system (LOS) pricing system, call center CRM, as well as various lead and referral partner management tools. Expansion of APMC’s already impressive sales and marketing resources including a comprehensive content library with the ability to co-market all marketing materials and on-demand audit level reporting for every marketing asset ever created, downloaded, or deployed.
Joe Welu, Founder and CEO of Total Expert said, “I have been extremely impressed and proud to work with the leadership team at APMC throughout this process. The APMC leadership has continued to demonstrate their incredible commitment to their clients and helping them realize their dream of homeownership. It is evident that APMC is dedicated to their employees and empowering them through technology to be able to better support and meet the needs of their clients.”
ABOUT AMERICAN PACIFIC MORTGAGE CORPORATION
American Pacific Mortgage Corporation (APMC), NMLS #1850, is a mortgage banking company licensed to lend in 19 states throughout the Pacific Northwest and Midwestern U.S. The company, which is headquartered in Roseville, CA, includes more than 800 loan officers and branch managers in over 170 branch offices. Established in 1996, APMC is built and led by a senior leadership group with decades of experience in mortgage lending. APMC provides loan experts with training, technology and other in-house services.
For more information, visit apmortgage.com.
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.
For more information, visit totalexpert.com.
