Total Expert
Total Expert is the intelligent CRM and marketing platform trusted by 200+ financial institutions. Total Expert is purpose-built to help modern financial institutions engage and guide consumers through their biggest financial milestones.
What is Total Expert?
Total Expert unifies data, marketing, sales, and compliance to deliver the perfect customer journey. The platform enables loan officers to develop meaningful engagements with content and offerings personalized to customers' individual financial experiences. Features include lead integration and routing from Zillow, Google, Facebook, and other sources, automated workflows that track and engage customers throughout their entire financial lifecycle with equity alerts and refinance opportunities, and analytics and reporting for campaign results, loan production, and loan demographic data.
Purpose-Built Customer Engagement Platform for Financial Institutions.
G2 Rating
2/5Used By Count
200+ financial institutions, powers 25% of US mortgage production, includes 15 of top 25 banks/lenders
