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CRM

An all-in-one business growth solution.

Give your organization a platform designed to drive massive growth.
CRM Landing Screen
CRM Contact Management on Mobile Device

Simplify your contact management.


Amplify the productivity of your organization with robust contact and database management tools for every facet of your business.

  • User
    Manage Client Lifecycle

    Build and nurture your relationships with co-marketers easily by inviting them to collaborate on marketing in the Total Expert platform

  • Database
    Harness the Power of Big Data

    An intelligent system of record that is powered by big data to keep your business connected and thriving.

  • Mobile User
    Centralize Recruiting

    Organize your entire contact list from a central location by managing your recruiting efforts from the same database as your contacts and co-marketing activity.

CRM Dashboard on Large Monitor

Track your pipeline growth.


Manage your loan pipeline by tracking loans and transactions through our integrated loan tracking dashboards.

  • 11 – Alarm
    Simplify Integration

    Improve the efficiency of your sales force and post-close marketing campaigns by integrating with your LOS directly.

  • 11 – Eye
    Analyze The Data

    Gain valuable insight to your organization’s data with Total Expert’s advanced reporting function to help you increase sales velocity.

  • 11 – Users
    Distinguish Co-Borrower Profiles

    Manage each co-borrower as it’s own contact and communicate with co-borrowers individually to deepen your relationships.

Robust lead aggregation technology.


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

Example of Lead Sources, Google, Facebook, Zillow, Twitter
Any lead, any source

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

Customize Lead Flow
Customize Lead Flow

Set up your organization the way that works for you with customizable routing, sharing and assignments.

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