Case Study: American Pacific Mortgage achieves faster, scalable customer engagement with Total Expert Marketing Operating System

American Pacific Mortgage Manages Customer Relationships with Total Expert Marketing Operating System®

American Pacific Mortgage (APM) needed a flexible, scalable way for its 1000+ users to reach consumers faster and earlier in the customer lifecycle while maintaining ongoing engagement to build customers for life. After evaluating 17 options, APM chose Total Expert’s Marketing Operating System® (MOS) to support varied branch needs and centralized marketing, compliance, and automation capabilities.

Total Expert implemented a single MOS that centralized enterprise marketing distribution across 75 DBAs, automated personalized campaigns so outreach runs even when salespeople don’t log in, and provided a compliance-ready integration layer for preferred tools. The result: faster turnaround and less duplicated work (no need to create dozens of the same asset), higher efficiency, freed-up sales teams to focus on relationships, and strong uptake across the business — 1000+ users on ONE MOS with an 85% adoption rate.

American Pacific Mortgage

Tara Hansen

Director of Program Management