Supercharge Total Expert–or any CRM–with the Power of MMI

Turn your CRM into a revenue engine without starting from scratch.

Whether you’re a retail lender, bank, or credit union, your CRM is already doing a lot. But what if it could do more—automatically uncovering new opportunities, driving retention, and powering compliant conversations with borrowers at scale?

That’s where the MMI + MonitorBase + Bonzo bundle comes in.

Here’s how the bundle enhances your existing CRM:

MMI: Market Intelligence Made Actionable

Build smarter, more targeted contact lists directly in your CRM with robust real estate agent, loan officer, and market data covering >95% of the U.S.

Identify top referral partners, monitor competitors, and guide your team with local performance insights.

Use ChatMMI to instantly get answers to complex data questions in digestible reports.

MonitorBase: Borrower & Member Activity Alerts You Won’t Find in Your CRM

Know when past clients or prospects are likely to re-enter the market—before they apply anywhere else.

Get daily alerts for your loan officers to act on in your CRM or Bonzo workflows.

Boost retention and proactively engage borrowers before your competitors do.

Bonzo: Compliant, Personal Messaging at Scale

Start real conversations through text, video and voice built specifically for lenders.

Nurture leads, follow up on predictive alerts, and connect with referral partners—automatically.

Every message is logged and fully auditable to meet compliance standards.

If you’re using Total Expert, you already have a solid CRM foundation—but it lacks the data, communication tools, and compliance features that actually drive revenue. That’s where MMI + MonitorBase + Bonzo transform your CRM from a database into a deal engine.

You don’t need to rip and replace. The bundle integrates seamlessly with most CRM platforms, enhancing what you already use with smarter targeting, better data, and compliant communication tools your team will actually want to use.

✅ Improves loan retention

✅ Reduces lead waste

✅ Uncovers hidden opportunities

✅ Accelerates response time

✅ Keeps compliance teams happy

Request a demo today and see how the combined power of MMI, MonitorBase, and Bonzo helps your team do more with what you already have.