View and Build Relationships in One Platform 

Connect with co-marketing partners, like real estate agents and another, directly in the platform to jointly manage leads and contacts. 

Access key insights about specific partners, like lead volume and content collaboration, to make more informed decisions.  

Foster stronger partnerships through more powerful campaigns, while updating partners along the way. 

Work Together Better than Ever

Collaborate on multichannel marketing campaigns, like co-branded content or ongoing nurtures, to build better business outcomes.  

Use pre-approved Expert Content to get to market faster while adhering to brand and regulatory requirements, like RESPA.  

Personalize at scale by segmenting and nurturing leads and contacts based on data right in the platform.  

Track and Understand Performance

Understand which partners are performing and delivering to know where to invest resources.  

Leverage approval workflows and asset permissions to create pre-approved co-branded templates, providing a worry-free audit trail.  

Get total insight into joint multichannel campaigns to know what’s working and act on key opportunities for a better customer experience. 

All-in-One Sales & Marketing Platform to Break Down Silos

Lead & Contact Management

Transform lead and contact management with access from one system to get a clear view of contact details for better engagement.

360-Degree Contact View

Understand where consumers are in their financial journeys with a true 360-degree view into contacts, including transactional, behavioral, and motivational data.

Segmentation

Get visibility into the data you need to segment and tailor messaging to your contacts – all within the Total Expert platform to get to market faster than ever.

Prioritized Lead & Contact Lists

Empower users to engage with contacts at the right time with high-priority lead and contact list with Focused View.

Always-On Nurture

Stay in front of your contacts, whether they need educational resources, support during the application processes, or ongoing communication to build lifelong relationships.

Multichannel Campaigns

Meet consumers where they are with the ability to tailor campaigns to communication via the right channel, including print, direct mail, email, SMS, and social media.

Digital Content & Social Media

Accelerate communication by reaching consumers across digital channels, like social media and landing pages – plus the ability to integrate with MLS data.

Co-Marketing Campaigns

Increase partner business with the ability to collaborate on integrated co-marketing campaigns to drive new business and convert more leads.

Reporting & Dashboards

See how your campaigns are performing, getting essential visibility into successes and ROI to understand how to best allocate resources.

Deliver the total experience, every time — with Total Expert.

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