Case Study: First United Bank achieves mortgage growth and millions in loan volume with Total Expert

First United Bank unlocks millions in loan volume with Total Expert in 90 days

First United Bank, a community-focused financial institution serving Oklahoma and Texas, needed a modern platform to support growth and consistency in its mortgage division. To enhance its customer engagement strategy, the bank partnered with Total Expert to implement its Customer Operating System, seeking to empower loan officers with intuitive tools and surface timely customer insights.

Total Expert provided a unified CRM and marketing platform featuring automated customer journeys and Customer Intelligence alerts. The solution resulted in measurable impact, including millions of dollars in recaptured loan volume directly attributed to these alerts. Within 90 days, over 100 loan officers were actively using the platform, leading to high daily engagement, stronger communication, and improved operational efficiency across teams.

First United Bank