Features

Sales + CRM

Build stronger, meaningful relationships with a purpose-built CRM that boosts productivity and efficiency for your front-line staff.

Lead & Contact Management

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

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

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.

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

Increase partner business with the ability to manage partners and referrals in one system.

Get essential insight into pipeline performance, growth opportunities, and lead and contact volumes.

customer testimonial

American Pacific Mortgage

“The Total Expert Platform helped us simplify how our loan officers manage their contacts. When the market shifted to refinance, they were able to pivot with it, leveraging email alerts, tasks, and prioritization to know exactly what they needed to do to support customers in their financial journeys.” 

Michael Guidotti
Vice President of Integration & Brand Technology, American Pacific Mortgage

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