Customer IQ
Act on Insights, Not Instincts
Customer IQ is the context engine that powers Total Expert by combining real-time activity alerts, behavioral insights, and consent awareness to create dynamic contact records and ensure compliant, timely, and personalized engagement across every customer milestone.
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CUSTOMER IQ + SALES ASSISTANT
Surface more opportunities. Deliver better outcomes.
features
Data is useful. Knowing how to wield it is powerful.
Enrichment & Insights
Your data knows what customers need. Do you?
Continuously enrich your contact records and monitor your database for specific financial signals to provide your loan officers with the context they need to engage customers in meaningful conversations when it matters most.
Intent signals
Engage customers at the moments that matter with real-time data monitoring and automated alerts for events that drive financial decisions.
Profile enrichment
Create robust customer profiles that support personalized, authentic communications by combining your existing data with aggregated, publicly available third-party data.
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Consent
Confident, compliant connections
Centralize permission data across channels, ensuring every email, SMS, and AI-powered interaction is compliant, context-aware, and aligned with customer communication choices.
Informed engagement
Capture and store email, SMS, and AI-enabled engagement consent through contact forms, workflows, integrations, and other compliance controls.
Consent aggregation API
Aggregate external consent data into Total Expert to unify preferences and ensure compliance across engagement channels
Relationship History
Yesterday’s borrower is tomorrow’s refinancer
Captures every call, email, text, product conversation, and outcome to give loan officers the context they need to engage leads and past customers with timely, relevant communications.
Complete engagement timeline
View a centralized timeline of every interaction, across channels and teams, ensuring no conversation is lost, and every outreach builds naturally on previous discussions.
Outcome tracking
Track products presented, borrower responses, and final outcomes to inform smarter follow-up, improve consultative selling, and eliminate disconnected or redundant outreach
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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 customer—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
Learn how Total Expert helps banks stay connected with customers and support them across every financial milestone.
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Credit Unions
See how Total Expert empowers credit unions to serve and support their members throughout their financial journeys.
Explore Credit Unions
Insurance
Learn how Total Expert enables insurers to create trusting relationships that grow along with customers' insurance needs.
Explore Insurance
See Total Expert
in action
Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.
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