Lead Management
Capture, Route, and Convert Every Lead Automatically
Boost your sales productivity and grow your business with a contact-first 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 source 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 Intelligence insights, digital campaigns, servicing portfolios, and referral sources.
Seamless routing and distribution
Define your routing workflow to auto-assign incoming leads and empower every loan officer to organize, engage, and advance leads at every stage of their pipeline.
Dynamic Journeys and automated nurturing
Effortlessly engage every new lead and opportunity with automated Journeys that deliver the next best message, product, or offer based on the latest data insights and individual financial behaviors.
Data that drives growth
Complete lead visibility
View all leads and relevant activities directly from the contact record to maintain full visibility into engagement history, lead stage, and referral sources.
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 data for each individual contact to give your customer-facing teams the insight they need to provide a consistent, personalized experience.
features
Always on, even after you log off
Deliver sales and marketing communications that resonate with contacts and existing customers no matter where they are or where their financial journey takes them.
Co-Marketing Programs
Tap into your professional network to create engaging co-marketing assets with built-in compliance workflows.
360-Degree Customer View
Pull together data from your entire tech stack to create complete customer profiles so you can initiate the next best discussion or present the more relevant product for each customer’s financial journey.
Engage SMS
Stay connected with your customers through seamless two-way text communications that sync between the Total Expert platform and mobile app and ensure compliance with TCPA, 10DLC, and other regulatory requirements.
Dynamic Journeys
Utilize intelligent Journeys that provide the right mix of human and digital touchpoints and adjust based on the customer’s behavior and preferences to help you form deeper relationships and increase conversions.
Design Studio
Quickly create branded templates at an enterprise level that your agents can personalize without accidentally violating brand or regulatory compliance.
Always-On Nurture Programs
Set up non-intrusive campaigns that help develop relationships with prospects by staying connected and in front of customers even if they don’t have an immediate need for your products.
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.
MARKETING AUTOMATION
Connect customers with the content they need, when they need it
Make every interaction impactful through customized, multichannel campaigns and personalized journeys that combine digital and human touchpoints—all tailored to that customer’s financial needs and goals.
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See Total Expert
in action
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.