Fall Product Enhancement Update

We’re excited to announce the enhancements that have been added to Total Expert this fall! Loan officers and agents must consistently be everywhere, providing on-brand, personalized content to their contacts. Now, it’s easier than ever for our customers to market through the entire borrower lifecycle, from lead to loan and beyond – including keeping in front of prospects with current rates, providing reliable market insights to co-marketing partners, and sharing visually appealing content on social media.

Take a look at some of our newest features:

  • Social sharing
  • MBS Highway integration
  • Advanced pricing engine integrations

Social Sharing:

Refresh your social media pages with the same beautiful assets you use in email and print marketing without needing to log into three different sites.

  • Now the media library you’ve come to rely on for your direct marketing can seamlessly post to your social media networks.
  • Post and share content from your Total Expert media library across major social networks.
  • Regulate user access to social media posts and provide suggested messaging for your loan officers in the field.

MBS Highway Integration:

Stay in front of contacts with the relevant, high-quality content you’ve come to expect from MBS Highway’s 90 Day Ultimate Pre-qual Marketing Kit.

  • With one campaign sending every 10 days, your prospects will receive updated rate and market information specific to their local area to help them move through the buying process.

Advanced Pricing Engine Integrations:

Increase your productivity by using your Optimal Blue or Marksman account to generate marketing materials with rates directly through Total Expert.

  • Run your pricing and unique scenarios directly within Total Expert based on the exact listing you’re marketing – no need to log into multiple systems.
  • Dynamically insert rates into visually stunning flyers with a few simple clicks, then track the information you need to be compliant within the same platform.
  • Automatically apply the correct disclaimers and branding to ensure the appropriate information is communicated on each marketing piece.
  • Create custom approval workflows to ensure all needed assets are approved before publishing any marketing pieces that contain rates.

More Great Features:

  • Total Expert has made it easier than ever to manage your teams with advanced media cost approvals and improved navigation.
  • Additionally, you’ll be notified when one of your co-marketing invites has been accepted, and bring you right back to the platform to start collaborating.
  • We’ve also added new reporting features, including consolidating reports in our navigation, and bringing your loan data to life in an all-new dashboard.

At Total Expert, we’re focused on helping you save time, accomplish more, maintain your brand standards, and stay the most reliable content source for each of your contacts.

We are always happy to demo our newest features (or even walk you through old ones too). Clients can learn more about Total Expert’s functionality by attending one of our webinars or using the little blue button inside Total Expert to talk to a Support staffer today!