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The Total Expert Marketing Operating System® (MOS) offers banks and mortgage lenders a modern solution designed to build customers for life. 

Simple, Customizable Customer Engagement

Send personalized, relevant outreach in minutes with data insights that empower your salespeople and relationship managers.

  • Big Data for Faster Sales

    Nurture relationships with partners, prospects and customers by removing the walls between you and your data with an intelligent system of record that elevates the customer experience.

  • Easier Database Management

    Boost the productivity of your organization and improve visibility with robust contact and database management solutions for every facet of your business.

  • Simplify Integration

    Improve the efficiency of your customer-facing teams and marketing campaigns by integrating with best-of-breed technology solutions from directly within Total Expert.

Drive Business Growth

Get a 360-degree view of your customer with contact management features to monitor engagement, track behavior and personalize marketing across the customer lifecycle.

  • Analyze Your Data

    Gain valuable insight into your organization’s data with Total Expert’s advanced reporting function to deliver personalized content and increase sales velocity.

  • Stronger Co-Marketing

    Collaborate with partners or across lines of business with a robust co-marketing platform create value for your contact list.

  • Improve the Customer Journey

    Total Expert’s Journey Creator amplifies your messaging with automated nurturing for multi-channel marketing campaigns, communications and daily tasks.

A CRM to Take New Leads from Prospect to Customer – for Life

Organize all of your leads from across the web into the Total Expert CRM with numerous integration, aggregation and customization features.

  • Any Lead, Any Source

    Simplify lead generation across all your lead sources with simple lead forwarding and integration into the most popular platforms.

  • Customize Lead Flow

    Set your customer-facing teams up for success with customizable routing, sharing and assignments.

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