Reporting & Dashboards

Access in-depth performance insights to make informed, data-driven decisions and boost ROI.

Uncover the Data that Matters

Use pre-built dashboards and reporting tools to understand gaps and opportunities.

Empower your loan officers with insight into loan performance and key partner relationships, helping them focus time where it matters most.

Inform internal leaders with key insights on business performance to help prove revenue impact and drive better business outcomes.

Know What Works – and Take Action

Create data-driven strategies that empower your teams and focus on results.

Evaluate performance by channel, audience, or time period to uncover trends and develop smarter campaigns.

See data at the contact level to give your loan officers and relationship managers the insight they need throughout the customer experience.

Streamline Compliance Management

Get peace of mind knowing you can track essential workflows, create audit trails, and report on compliance tactics.

Make it easy for your compliance team to view and edit content to easily give approval before use.

Leverage built-in tools to adhere to brand and regulatory regulations, like RESPA, NOIA, CAN-SPAM, and even consumer data and privacy laws.

Get a 360-Degree View in One Platform

Bring data into one platform to understand the true end-to-end customer experience, giving you the ability to segment and tailor communications.

Consolidate behavioral, transactional, and motivational data to get a true view contacts – and know how to personalize outreach for a better customer experience.

Act on data in sales and marketing activities by using it to fuel segmentation, helping tailor outreach for a competitive advantage.

All-in-One Sales & Marketing Platform to Break Down Silos

Lead & Contact Management

Transform lead and contact management with access from one system to get a clear view of contact details for better engagement.

360-Degree Contact View

Understand where consumers are in their financial journeys with a true 360-degree view into contacts, including transactional, behavioral, and motivational data.


Get visibility into the data you need to segment and tailor messaging to your contacts – all within the Total Expert platform to get to market faster than ever.

Prioritized Lead & Contact Lists

Empower users to engage with contacts at the right time with high-priority lead and contact list with Focused View.

Always-On Nurture

Stay in front of your contacts, whether they need educational resources, support during the application processes, or ongoing communication to build lifelong relationships.

Multichannel Campaigns

Meet consumers where they are with the ability to tailor campaigns to communication via the right channel, including print, direct mail, email, SMS, and social media.

Digital Content & Social Media

Accelerate communication by reaching consumers across digital channels, like social media and landing pages – plus the ability to integrate with MLS data.

Co-Marketing Campaigns

Increase partner business with the ability to collaborate on integrated co-marketing campaigns to drive new business and convert more leads.

Reporting & Dashboards

See how your campaigns are performing, getting essential visibility into successes and ROI to understand how to best allocate resources.

Deliver the total experience, every time–with Total Expert.