Total Expert
What is Total Expert?
Total Expert is a customer engagement platform built specifically for financial institutions, including mortgage lenders, banks, credit unions, and insurance companies. It combines CRM, marketing automation, and sales productivity tools to help institutions engage customers through major financial milestones such as buying a home or refinancing a loan. Total Expert is trusted by more than 200 financial services organizations and has supported trillions of dollars in funded loan volume.
The platform includes Customer IQ for intent signals and enriched profiles, marketing automation with journey orchestration and a content library, and an AI sales assistant trained on mortgage use cases. It integrates with tools such as Optimal Blue and Encompass. Total Expert does not publish pricing publicly and requires contacting sales for a custom quote.
Key Features of Total Expert
Here are the powerful features that make Total Expert stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Customer IQ with intent signals and enriched customer profiles
- Marketing automation with journey orchestration and nurture programs
- AI sales assistant trained on mortgage use cases for lead qualification
- 360 degree customer view and prioritized lead lists
- Pre-configured compliance workflows and certification management
- SMS engagement and multi channel communication
- Marketing content library with MLS integrated flyers and direct mail
- Integrations with Optimal Blue and Encompass
Total Expert Pricing
Here are the pricing plans for Total Expert. Choose the plan that best fits your requirements and budget.
Custom
Custom
Total Expert does not publish pricing on its official site; quotes are provided by the sales team based on organizational needs.
Total Expert Specifications
Get a closer look at the technical specifications and system requirements for Total Expert. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- ios
- android
- smes
- enterprises
- phone
- training
- tickets
Total Expert Videos
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Alternatives of Total Expert
AlternativesExplore alternative software options that can fulfill similar requirements as Total Expert. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
CRM for RIAs and financial advisors built to automate workflows and client service
Total Expert Comparisons
Compare Total Expert with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Total Expert Reviews
Here's our unbiased review of Total Expert. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.