Customer engagement and retention tool Homebot announced a new integration with Total Expert, a company that delivers CRM and data-driven customer engagement solutions for more than 175 modern financial institutions.

The integration automates client list management, allowing lenders to streamline the delivery of Homebot digests and develop meaningful customer relationships immediately, Homebot said in its press release. 

With this new integration, contacts in Total Expert can be assigned a unique group,  which will automatically upload those contacts to Homebot with their unique loan and home information.

Total Expert customers can also use the Journeys feature in Total Expert to upload any new contacts into Homebot automatically when those contacts meet a specific criteria, or achieve specific triggers within a Journey. This integration marks the first of two feature announcements, ultimately aiming to unlock Homebot’s actionable client behavioral data into Total Expert’s CRM, according to the press release.

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