Lead Management
Capture, Route, and Convert Every Lead Automatically
Boost your sales productivity and grow your business with a built-in solution for advancing top-of-funnel opportunities. Intelligent distribution, automated engagement, and full pipeline visibility mean every lead is acted on quickly and consistently.
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features
Close the gaps created by legacy CRMs
Rigid CRMs and homegrown spreadsheets leave too many openings for high-quality opportunities to slip away. Total Expert keeps track of every lead that comes through your door with intelligent routing, automated outreach, and audit trails to reduce manual effort and improve speed-to-lead.
A single view for every lead
A single view for every lead
Capture, categorize, and connect
Quickly create leads, import them in bulk, or automatically generate them from Customer IQ insights, digital campaigns, servicing portfolios, and referral sources.
Intelligent routing and distribution
Define rule-based routing with fallback assignments and round-robin distribution to auto-assign every new lead based on state license matches, zip code, or active lead volume. And when an originator already has a relationship with a borrower, those leads go straight to them instead of into the queue.
Dynamic Journeys and automated nurturing
Effortlessly engage every new lead with automated Journeys that deliver personalized messaging based on lead details—or push the opportunity to AI Sales Assistant for more time-sensitive opportunities.
Keep your pipeline flowing
Automatic LOS syncing
When a loan status changes in your connected LOS, the matching lead stage advances in Total Expert automatically, so you never have to worry about manual updates or inaccurate pipelines.
Journey-driven stage updates
Tie lead stage changes to Journey activities like opening an email, replying to a text, or interacting with key assets, so lead stages automatically advance along with the Journey.
Lead Management on the go
Manage your leads from anywhere in the Total Expert Mobile App: view opportunities, send two-way messages, take notes, and log outcomes right from your phone so you never miss a moment.
Data that drives growth
Complete lead visibility
View all leads and relevant activities directly from the contact record to maintain full visibility of engagement history, and filter by lead source, lead stage, loan amounts, and more.
Performance tracking and reports
Visualize pipeline metrics to provide loan officers with a snapshot of lead statuses while giving sales managers and admins a standard report for deeper analysis into performance across their organization.
Contact-level data
View lead source, status, loan amount, and lead assignee data for individual contacts to engage them in more meaningful conversations and provide a consistent, personalized experience at every stage of the origination process.
Sales Center
The power of purpose-built
If you want to stand out in a crowded and competitive industry, you need to be intentional about the technology you choose to support your digital transformation. Total Expert unites your entire organization on a single, seamless platform to help deliver the personalized experiences your customers deserve at every stage of their financial journey.
Co-Marketing Programs
Build co-branded, RESPA-complaint campaigns with referral partners to reach new audiences and drive organic growth.
Engage SMS
Connect with borrowers through two-way, compliant texting that blends automated Journeys and real-time conversations.
Mobile App
Work leads, text borrowers, and manage tasks from your phone to make sure no opportunity slips through the cracks.
WHY TOTAL EXPERT
We're more than a platform. We're a partner.
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Enterprise-grade tools
Unite teams across your organization on a single, seamless platform that allows them to stay organized, move faster, and collaborate efficiently.
Built for financial services
Legacy CRMs and horizontal solutions lack the depth and focus of Total Expert's purpose-built intelligence and engagement tools.
Drive growth in any market
Surface high-quality opportunities to engage customers the moment they signal a financial need—even in unpredictable markets.
Win customers for life
Leverage the data insights and marketing automation tools you need to build and nurture long-term relationships.
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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