Case Study: NFM Lending achieves data-driven customer engagement with Total Expert

NFM Lending drives $37M in funded loans with Total Expert

NFM Lending faced challenges with a patchwork of disconnected tools, including Surefire and Sales Boomerang, which created inefficiencies and fragmented workflows. This led to ineffective lead routing for loan officers, a lack of a centralized marketing system, and limited visibility for leadership. To address this, they partnered with the vendor Total Expert to consolidate their operations into a single platform.

By implementing the Total Expert platform, NFM Lending unified its CRM, customer engagement workflows, and intelligence tools. The solution enabled personalized engagement at scale, resulting in over 301 loans created and $37 million in funded loan volume directly attributed to the platform's Customer Intelligence alerts. Total Expert provided measurable ROI, improved cross-team collaboration, and earned NFM Lending the 2025 Conductor Expy Award.

NFM Lending