4.5 stars
132+ reviews
Deliver the Perfect Customer Journey
Total Expert is purpose-built to help modern financial institutions engage and guide consumers through their biggest financial milestones.
200+ financial institutions powered by Total Expert
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what we do
Turn data into deeper customer relationships
Unite your teams on a single platform that combines customer insights, intelligent automation, and sales productivity tools that help fuel collaboration and drive better financial outcomes for your customers.
AI Sales Assistant
Built for real conversations and real results
Total Expert's AI Sales Assistant is trained specifically on mortgage use cases and conversations, so it works the way mortgage teams do. It proactively nurtures leads, qualifies prospects, and moves opportunities forward through compliant, human-like voice interactions. And because it's customizable for your organization, it doesn't feel like a bolt-on tool. It feels like part of your team.
Explore AI Sales Assistant
OUR PRODUCT
A seamless platform, purpose-built
for financial institutions
Customer IQ
Turn insights into action with intent signals, enriched profiles, and consent awareness that empowers lenders to engage customers in meaningful conversations when it matters most.
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Sales Productivity
Streamline daily workflows and remove the barriers between departments with tools that increase communication and collaboration at every stage of the sales cycle.
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Marketing Automation
Create dynamic, personalized campaigns that boost engagement and deliver the best possible customer experience throughout their financial journey.
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Compliance
Ensure that your customer communications meet brand and regulatory guidelines with user-friendly tools to review and approve new content.
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CREATE BETTER OUTCOMES
Proven results for banks and lenders
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Industries we serve
Purpose-built for financial institutions
Mortgage Lending
See how Total Expert helps modern lenders and loan officers identify opportunities, boost engagement, and win customers for life.
Banking
Learn how Total Expert helps banks stay connected with customers and support them across every financial milestone.
Credit Unions
See how Total Expert empowers credit unions to serve and support their members throughout their financial journeys.
Insurance
Learn how Total Expert enables insurers to create trusting relationships that grow along with customers' insurance needs.
Services
Dedicated services to deliver value from day one
Unite your internal teams with an all-in-one customer engagement platform that fosters communication, increases collaboration, and drives better outcomes for your customers.
Services overview
Onboarding
Our team of industry experts will guide you through a hassle-free platform implementation.
Professional Services
Stay one step ahead of the industry by tapping into our teamās decades of financial and technology experience.
Support
Connect with our tech support team to ensure that the Total Expert platform continues to support your business goals.
Expert Content
Develop deeper relationships with every interaction by giving your team immediate access to pre-built content and design templates.
"The gold standard in a mortgage CRM and marketing platform."
Total Expert has a wonderful UX that makes it easy for loan officers to use. Their Journey functionality is the absolute best for multi-platform campaigns and full automation. Their customer support is top notch, whether you are using the online chat or submitting a ticket.
SK
Scott Kirkessener
VP of Marketing
Castle & Cooke Mortgage
Castle & Cooke Mortgage
"A deal 12 years in the making."
Thanks to an automated email tied to a listing alert, a former client chose to work with me again!
SK
Steve Kik
Mortgage Loan Officer
Lake Michigan Credit Union
Lake Michigan Credit Union
See Total Expert
in action
Create sustainable growth and increase loyalty with a Customer Operating System thatās purpose-built for financial institutions.
Schedule a demo