Case Study: Inland Home Mortgage achieves a single source of truth and 3x nurture email open rates with Total Expert

Inland Home Mortgage Leverages Total Expert as Single Source of Truth

Inland Home Mortgage, the lending division of Inland Bank ($1.2B in assets) with nearly 100 loan officers, faced competing priorities and manual touchpoints that made it difficult for loan officers to effectively support customers. To simplify day-to-day tasks and unify sales and marketing data, Inland Home Mortgage selected Total Expert and its CRM/engagement tools (including Journeys, Expert Content, co-marketing, and sales productivity features).

Total Expert implemented integrations to create a single source of truth, automated borrower and partner Journeys, enabled post-close surveys, and provided lead-prioritization tools like Focused View. As a result, Inland Home Mortgage saw nearly 70% loan officer adoption in the first 10 months, nurture email open rates three times the industry average, and improved visibility and efficiency across sales and marketing.

Inland Home Mortgage

Ann Dias

CRM Administrator