Intercoastal Mortgage, a full-service mortgage lender in the greater Washington D.C. area, selected the Total Expert Marketing Operating System (MOS) in Q3 2017 to power its marketing and sales initiatives while ensuring compliance with complex regulations, the company announced in a release.
“Since implementation in January, the Total Expert Marketing Operating System has propelled our sales and marketing efforts while ensuring we abide by industry regulations,” Intercoastal Mortgage Chief Operating Officer and President Tom Pyne said in the release. “The platform has positioned us for growth by enabling personal branding within the enterprise and encouraging co-marketing. This will differentiate our loan officers’ marketing efforts to borrowers and referral partners. After implementing two other solutions, we are extremely satisfied with the Total Expert MOS and consider them a true technology partner.”
Total Expert empowers loan officers to grow their personal brand within the enterprise while maintaining company brand standards and ensuring compliance with complex regulations. Total Expert has enabled Intercoastal’s loan officers to co-market with referral partners using professional marketing materials available on demand, the release stated.
“We are proud to partner with Intercoastal Mortgage to accelerate their sales and marketing efforts,” Total Expert founder and CEO Joe Welu said. “Our innovation is inspired by working alongside customers like Intercoastal as they support their loan officers in building personal brands within the enterprise, creating customers for life and navigating their digital transformation journey.”