SALES CENTER
Build a Team of Top Producers
Too many talented originators are held back by burning hours hunting through their database, juggling disconnected tools, and chasing cold leads. Total Expert frees their time by surfacing better opportunities and putting AI Assistants to work alongside them to streamline engagement and boost productivity. From net-new lead to funded loan, they can manage the entire sales funnel and access the deep context they need to understand every customer—all in one place.
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CREATE BETTER OUTCOMES
Move the needle with timely, personalized engagement
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features
Maximize productivity and streamline customer engagement
Lead Management
Capture, route, and convert more leads
Intelligent distribution, automated engagement, and full pipeline visibility ensure every lead gets acted on quickly and consistently. When your team follows up faster, fewer opportunities slip through the cracks.
Smart, seamless routing
Create automated workflows that assign incoming leads to the right originator based on region, availability, relationship status, and more.
Always-on engagements
Add new leads to custom Journeys that build and nurture relationships until an originator can reach out directly.
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Engage SMS
Connect with customers on their schedule
Two-way, compliant messaging that syncs across desktop and mobile; blending automated and originator outreach to keep conversations moving forward and turn more leads into closed loans.
Continuous two-way conversations
Automated messages, originator outreach, and customer replies live in the same ongoing thread—and always send from the same local number.
Compliant by design
Every message meets 10DLC and TCPA regulations, including easy opt-in/out management and a full audit trail within the platform.
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Mobile SMS
Opportunities always in reach
The best opportunities won't wait until you’re at your desk. The Total Expert Mobile App puts your most trusted tools in your pocket, so you can follow up on leads, respond to messages, and keep deals moving no matter where you are.
Stay in the know on the go
Manage your leads, update stages, log outcomes, and run your business even if you have to run out the door.
Task management that keeps up
Create, complete, and edit tasks from anywhere; organized by urgency so you always know where to focus your time.
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Co-Marketing
Turn professional relationships into referrals
Tap into your professional network to create engaging co-marketing assets with built-in compliance that expose your brand and products to new audiences.
Co-branded assets
Use pre-built collateral templates or tailor them to fit the needs of each partner or campaign.
Relationship management
Give co-marketing partners visibility into campaign performance and shared contact statuses to track what’s working for both sides.
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AI Assistants
Put AI to work on every opportunity
Engage and qualify leads, present personalized options, and reduce admin work with AI Assistants that understand what your customers need.
AI Sales Assistant
Engage borrowers in personalized, compliant conversations at scale to qualify and nurture leads, then make warm handoffs when you’re available or schedule a meeting later.
AI Scenario Assistant
Turn Customer IQ alerts into branded, fully priced options presentations in minutes to save time and ensure every opportunity gets worked quickly and consistently.
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MORE THAN A PLATFORM
We’re here to support your people and your goals
Tools and technology are only as effective as the people who use them. That’s why we provide dedicated support, expert guides, and education resources for every user—all from a team that’s deeply passionate and knowledgeable about banking and lending.
Services overview
Dedicated Support
Get the help you need from our support and customer success teams.
Professional Services
Make the most of your investment by tapping into a team dedicated to your success out of the gates.
Education & Guides
Elevate your sales and marketing approach alongside a team built to ensure adoption and success.
INDUSTRIES WE SERVE
Purpose-built for modern financial institutions
Total Expert isn’t just a one-size-fits-all CRM. It’s an intelligent automation and engagement platform designed to help lenders, banks, and credit unions deepen relationships and drive growth in any market.
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Mortgage Lending
See how Total Expert helps lenders and loan officers identify opportunities, boost engagement, and win customers for life.
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Banking
Deliver the right mix of human and digital touch points and optimize every phase of the customer journey.
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Credit Unions
See how Total Expert empowers credit unions to serve and support their members throughout their financial journeys.
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Insurance
Learn how Total Expert enables insurers to create trusting relationships that grow along with customers' insurance needs.
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See Total Expert
in action
Create sustainable growth and increase loyalty with a Customer Operating System that’s purpose-built for financial institutions.
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