Customer engagement platform Total Expert‘s customer intelligence and mortgage tech firm Polly‘s product and pricing engine (PPE) will help California-based lender Mountain West Financial identify lending opportunities from its existing database.

By deploying customer intelligence from Total Expert — a customer engagement platform for financial institutions — Mountain West Financial will provide automated alerts that notify its loan officers in real-time when a customer’s behavior or financial situation signals they’re a good candidate for a home loan, Total Expert said.

Total Expert’s customer intelligence identifies a potential customer through home listings, details ⇒

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