Case Study: Alerus Financial achieves stronger customer loyalty and 10% more closed loans with Total Expert

Purpose-Built Platform Drives Customer Loyalty for Alerus Financial

Alerus Financial, a diversified financial services company with a Minneapolis-based mortgage arm that originated $1.8 billion in loans in 2020, needed a better way for loan officers to manage borrowers, nurture relationships, and drive customer loyalty and retention. To simplify and streamline marketing and CRM for its loan officers, Alerus Financial turned to the Total Expert platform for purpose-built contact management and intelligent automation.

Total Expert delivered a 360-degree view of contacts, always-on nurture campaigns, and milestone-driven alerts so loan officers could engage personally at scale. The vendor’s solution boosted productivity and customer engagement—loan officers report at least a 10% year-over-year increase in closed loans and more than one in five closed loans attributed to Total Expert.

Alerus Financial

Mark Taylor

Loan Officer