Case Study: FirstBank achieves a 20% productivity boost and personalized customer engagement with Total Expert

FirstBank Leverages Total Expert to Transform Customer Engagement

FirstBank, a regional community bank serving the southeastern U.S., faced a fragmented mortgage-marketing tech stack that forced a lean marketing team to juggle multiple systems to support loan officers, nurture leads, and maintain partner relationships. To solve this, FirstBank selected Total Expert, an all-in-one CRM and marketing engagement solution.

Total Expert implemented Journey Creator, a single data model with Focused View, MLS data integration, and co-marketing tools to centralize CRM, automation, and content creation. By unifying workflows and enabling personalization at scale, Total Expert helped FirstBank boost productivity by over 20%, accelerate time to market, and free loan officers to spend more time building partner and borrower relationships.

FirstBank

Laura Byrum

Vice President of Mortgage Marketing