Case Study: Intercoastal Mortgage achieves compliant co-marketing and empowered MLO branding with Total Expert

Intercoastal Mortgage - Customer Case Study

Intercoastal Mortgage, a full‑service lender founded in 1987, had struggled with two prior CRM/marketing tools that delivered dated content, poor service and even mis‑segmented post‑close campaigns (treating refinances and purchases the same), which created compliance risk and extra manual costs. To empower its loan officers to build personal brands while maintaining brand control and compliance, Intercoastal implemented the Total Expert Marketing Operating System in January 2018.

Total Expert delivered a customized Marketing Operating System with compliant co‑marketing, branded templates, single‑property websites, lead‑capture apps, BombBomb integration and hands‑on training from a dedicated Customer Success Manager. The platform eliminated manual reassignment of borrowers to correct post‑close campaigns, strengthened compliant co‑marketing with Realtors, and has been adopted across Intercoastal’s 58 loan officers — improving brand control, referral relationships and marketing efficiency through an ongoing collaboration with Total Expert.

Intercoastal Mortgage

Jelaire Grillo

Marketing Manager