Case Study: Momentum Loans achieves 20% growth and $20M in loan fundings in one month with Total Expert

Momentum Loans Builds a Better Lending Experience with Total Expert

Momentum Loans, a Utah-based mortgage lender with nearly 50 loan officers focused on conventional lending and builder partnerships, needed a platform to support the entire customer journey—from lead to conversion to lifelong customer—while helping loan officers manage pipelines, prioritize follow-up, and communicate with partners. To address this, Momentum Loans selected Total Expert and its enterprise customer engagement platform, including Journey Creator plus sales productivity and collateral management tools.

Total Expert became the single source of truth, using Journey Creator’s intelligent automation, segmentation, and sales productivity features to enroll contacts in targeted nurture campaigns, enable co-marketing, and give loan officers prioritized outreach tools. As a result, Momentum Loans consolidated sales and marketing on one platform, generated more than $20 million in loan fundings from one email in a single month, and attributed 20% company growth to Total Expert.

Momentum Loans

James Cahoon

Director of Marketing and Business Development