FirstBank increases the productivity of its loan officers by 20% with

MINNEAPOLIS, 01 Feb. 2022 (GLOBE NEWSWIRE) — To FirstBank, a leading regional bank with total assets of approximately $11.9 billion and 82 full-service branches in the Southeast, loan officers used to rely on multiple platforms to manage loans. relationships with partners and customers. To fully support new prospects through the buying process, close existing loans, and identify strong partnership opportunities, the regional bank needed a single platform for loan officers to develop meaningful relationships on their own terms. conditions.

To engage key real estate partners and create better customer experiences for borrowers, FirstBank selected Full expert, the leading CRM and customer experience platform purpose-built for modern financial institutions. Total Expert’s all-in-one CRM and marketing functionality helps loan officers collaborate with partners to win new leads, then nurture those leads with personalized outreach at every step of the mortgage process.

With Total Expert, FirstBank loan officers created education-based outreach campaigns for key audiences, including first-time home buyers and borrowers stuck at key points in the loan process. By improving collaboration between teams and sending targeted communication to borrowers at scale, Total Expert has helped FirstBank increase loan officer productivity by 20%leading to an increase in closed loans and a reduction in time spent managing communications.

“Whether it’s giving our compliance officer access to the system or engaging real estate partners via text message, Total Expert gives our loan officers the tools they need to build productive relationships and successful,” said Laura Byrum, vice president of mortgage marketing at FirstBank. “The platform makes it easy for loan officers to see where they need to focus their time – and it’s been monumental in building relationships with their partners.”

With seamless MLS data integrations with pre-built content templates in Total Expert, FirstBank can quickly and easily create scalable marketing assets while retaining the freedom to make changes as needed. This saves time while providing personalized communication to the right borrowers.

“Total Expert empowers customer-facing teams to make sense of critical customer data, so they can focus on what matters most: building closer ties with partners and borrowers,” said Joe. Welu, founder and CEO of Total Expert. “By providing targeted communication at the right time in the borrower’s journey, loan officers deliver better experiences to prospects and contacts that result in lifelong relationships.”

For more information on Total Expert, visit

About FirstBank
Nashville-based FirstBank, a wholly-owned subsidiary of FB Financial Corporation (NYSE: FBK), is the third-largest bank headquartered in Tennessee, with 82 full-service bank branches in Tennessee, south-central Tennessee. Kentucky, Alabama and Northern Georgia, and a national bank a mortgage company with offices throughout the Southeast. The bank serves five of Tennessee’s major metropolitan markets and, with total assets of approximately $11.9 billion, has the resources to provide a full range of financial services and products.

About TotalExpert
Total Expert is the leading fintech software company that offers CRM and customer engagement purpose-built for modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to deliver a consistent experience throughout the customer lifecycle. Total Expert turns customer insights into action to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services companies. For more information, visit

Media contact: Jack McHugh, [email protected]

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