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The 2023 Spring Platform Release adds new, purpose-built functionality and integrations to help modern financial institutions grow and sustain meaningful relationships with their customers and members.
Get a deeper look at how Total Expert can take your Salesforce deployment to the next level.
No matter the market conditions, you have the potential to capture more business from your existing contact database than you may realize.
See how Prosperity Home Mortgage, LLC added $141M to their bottom line by uncovering the ripe opportunities hiding in their database.
Total Expert has teamed up with AWS to enable customers and prospects to purchase their customer engagement platform directly through the AWS Marketplace.
Rave reviews by G2 users land Total Expert a “Leader” ranking for mortgage CRM for the second year in a row and a “High Performer” distinction in three other categories.