New Capabilities to Help You Grow in an Evolving Market
General Availability November 16, 2022
Fall 2022 Product Release
Deliver on every financial milestone in a customer's journey
Improve lead volume and quality
With enhancements to Customer Intelligence, Inbound Call Campaigns for Consumer Direct, and new integrations with LeadPops, LowerMyBills, and LendGo—never miss an opportunity to build your pipeline.
Referrals and sales productivity
Increase referrals through the new MoveEasy integration and boost sales productivity with Lead Stage Change Automation, available with our Consumer Direct offering.
Convert and retain post-close
Total Expert is making conversions and post-close retention easier with its BombBomb Vist integration and enhanced survey functionality with Experience.com.
Equity Alert
Know the moment a customer is in position for a cash-out refinance or HELOC. Customer Intelligence does the heavy lifting for you by monitoring your contacts and automatically notifying you when it’s time to take action by triggering an intelligent journey—so you engage at precisely the right time.
Inbound Call Campaigns & Lead Stage Change Automation
Boost your efficiency and make sure you have total control of your choices–Lead Stage Change Automation eliminates the administrative work of changing every lead’s status while Inbound Call Campaigns create additional lead sources with rapid lead distribution. Both features are available with Consumer Direct.*
BombBomb Vist, Experience.com, LeadPops, LowerMyBills, LendGo, and MoveEasy
Total Expert’s integration portfolio continues to grow—with more external data sources to help you improve lead volume and quality (upping your sales productivity in the process) and supporting your conversion, post-close, and retention efforts. Our platform is the ultimate hub for opportunity capitalization.
Fall Release
See the new features in action
Equity Alert
Experience.com Integration
Recent releases
Looking for information or resources from a past release? You’ve come to the right place!
